Leeham News and Analysis
There's more to real news than a news release.
- Airbus’ A321neo, A321LR or A321XLR?
- Impact on Boeing’s China deliveries under Trump’s latest tariff tiff will be minimal
- Airbus sticks to 2027 EIS for A350F
- Blade-out design for CFM’s RISE; 2nd A320 line in Mobile
- RTX Posts Steady Q3 2-25 As GTF Stabilization, Collins Strength, And Tariff Headwinds Define Results
Boeing earnings: strong 3Q, 9 months, first look at Global Services
Oct. 25, 2017: Boeing announced strong earnings for the third quarter and nine months ending Sept. 30, including the first break-out of Boeing Global Services. The press release may be seen here. JP Morgan’s initial take:
Share this:
- Click to print (Opens in new window) Print
- Click to email a link to a friend (Opens in new window) Email
- Click to share on X (Opens in new window) X
- Click to share on Pinterest (Opens in new window) Pinterest
- Click to share on Facebook (Opens in new window) Facebook
- Click to share on WhatsApp (Opens in new window) WhatsApp
- Click to share on LinkedIn (Opens in new window) LinkedIn
- Click to share on Tumblr (Opens in new window) Tumblr
- Click to share on Reddit (Opens in new window) Reddit
Posted on October 25, 2017 by Scott Hamilton
Boeing-Embraer venture in response to Airbus-Bombardier? Don’t count on it
Subscription Required Introduction Oct. 23, 2017, © Leeham Co.: With the tie-up announced last Monday between Airbus and Bombardier for the CSeries, speculation immediately turned to whether Boeing and Embraer will join forces in some fashion in response…. Read More
Share this:
- Click to print (Opens in new window) Print
- Click to email a link to a friend (Opens in new window) Email
- Click to share on X (Opens in new window) X
- Click to share on Pinterest (Opens in new window) Pinterest
- Click to share on Facebook (Opens in new window) Facebook
- Click to share on WhatsApp (Opens in new window) WhatsApp
- Click to share on LinkedIn (Opens in new window) LinkedIn
- Click to share on Tumblr (Opens in new window) Tumblr
- Click to share on Reddit (Opens in new window) Reddit
Posted on October 23, 2017 by Scott Hamilton
Pontifications: Boeing’s focus on going to Mars
Oct. 23, 2017, © Leeham Co.: New Orleans: Going to Mars is a daunting task, says John Shannon, a Boeing vice president and program manager of the SLS program. But it’s one of the greatest and most exciting… Read More
Share this:
- Click to print (Opens in new window) Print
- Click to email a link to a friend (Opens in new window) Email
- Click to share on X (Opens in new window) X
- Click to share on Pinterest (Opens in new window) Pinterest
- Click to share on Facebook (Opens in new window) Facebook
- Click to share on WhatsApp (Opens in new window) WhatsApp
- Click to share on LinkedIn (Opens in new window) LinkedIn
- Click to share on Tumblr (Opens in new window) Tumblr
- Click to share on Reddit (Opens in new window) Reddit
Posted on October 23, 2017 by Scott Hamilton
Boeing ponders restart of 767-300ER passenger line
Oct. 19, 2017, © Leeham Co.: Boeing is nearing a decision whether to restart the 767-300ER passenger line, LNC has learned. The company is in discussions for 50-60 aircraft, market intelligence indicates. Boeing declined comment, saying it does… Read More
Share this:
- Click to print (Opens in new window) Print
- Click to email a link to a friend (Opens in new window) Email
- Click to share on X (Opens in new window) X
- Click to share on Pinterest (Opens in new window) Pinterest
- Click to share on Facebook (Opens in new window) Facebook
- Click to share on WhatsApp (Opens in new window) WhatsApp
- Click to share on LinkedIn (Opens in new window) LinkedIn
- Click to share on Tumblr (Opens in new window) Tumblr
- Click to share on Reddit (Opens in new window) Reddit
Posted on October 19, 2017 by Scott Hamilton
Economics of CS300 versus A319neo and 737 MAX 7
By Bjorn Fehrm Subscription Required Introduction October 18, 2017, ©. Leeham Co: We looked at what Airbus got when it acquired Bombardier’s CSeries yesterday. Now we continue the analysis by looking at the economics of Bombardier’s CS300 versus Airbus… Read More
Share this:
- Click to print (Opens in new window) Print
- Click to email a link to a friend (Opens in new window) Email
- Click to share on X (Opens in new window) X
- Click to share on Pinterest (Opens in new window) Pinterest
- Click to share on Facebook (Opens in new window) Facebook
- Click to share on WhatsApp (Opens in new window) WhatsApp
- Click to share on LinkedIn (Opens in new window) LinkedIn
- Click to share on Tumblr (Opens in new window) Tumblr
- Click to share on Reddit (Opens in new window) Reddit
Posted on October 19, 2017 by Bjorn Fehrm
From war to partner: Airbus and the CSeries
Oct. 18, 2017, © Leeham Co.: It was the annual media day in 2010 that Airbus declared war on the Bombardier CSeries. Lufthansa Group in 2009 was the launch customer of the CSeries with an order for 30… Read More
Share this:
- Click to print (Opens in new window) Print
- Click to email a link to a friend (Opens in new window) Email
- Click to share on X (Opens in new window) X
- Click to share on Pinterest (Opens in new window) Pinterest
- Click to share on Facebook (Opens in new window) Facebook
- Click to share on WhatsApp (Opens in new window) WhatsApp
- Click to share on LinkedIn (Opens in new window) LinkedIn
- Click to share on Tumblr (Opens in new window) Tumblr
- Click to share on Reddit (Opens in new window) Reddit
Posted on October 18, 2017 by Scott Hamilton
What has Airbus got in the CSeries?
By Bjorn Fehrm October 18, 2017, ©. Leeham Co: Bombardier and Airbus changed the airliner landscape yesterday. Analysts say it’s the largest industry change since Boeing bought McDonnell Douglas in 1997. So, what has Airbus bought for no money?… Read More
Share this:
- Click to print (Opens in new window) Print
- Click to email a link to a friend (Opens in new window) Email
- Click to share on X (Opens in new window) X
- Click to share on Pinterest (Opens in new window) Pinterest
- Click to share on Facebook (Opens in new window) Facebook
- Click to share on WhatsApp (Opens in new window) WhatsApp
- Click to share on LinkedIn (Opens in new window) LinkedIn
- Click to share on Tumblr (Opens in new window) Tumblr
- Click to share on Reddit (Opens in new window) Reddit
Posted on October 18, 2017 by Bjorn Fehrm
Assessing the Airbus-Bombardier deal
Oct. 17, 2017, © Leeham Co.: The Airbus-Bombardier transaction announced yesterday has implications well beyond the United States, which has been much of the focus of analysis post-announcement. The analysis focused on the US is natural, given the… Read More
Share this:
- Click to print (Opens in new window) Print
- Click to email a link to a friend (Opens in new window) Email
- Click to share on X (Opens in new window) X
- Click to share on Pinterest (Opens in new window) Pinterest
- Click to share on Facebook (Opens in new window) Facebook
- Click to share on WhatsApp (Opens in new window) WhatsApp
- Click to share on LinkedIn (Opens in new window) LinkedIn
- Click to share on Tumblr (Opens in new window) Tumblr
- Click to share on Reddit (Opens in new window) Reddit
Posted on October 17, 2017 by Scott Hamilton
Airbus-Bombardier CSeries deal means no tariffs on US-assembled aircraft, says CEO
Oct. 16, 2017, © Leeham Co.: The stunning Airbus-Bombardier partnership for the CSeries program guarantees the future of the new airplane, kills off the A319 and thrusts a big stick up Boeing’s tailpipe. Boeing won big victories in… Read More
Share this:
- Click to print (Opens in new window) Print
- Click to email a link to a friend (Opens in new window) Email
- Click to share on X (Opens in new window) X
- Click to share on Pinterest (Opens in new window) Pinterest
- Click to share on Facebook (Opens in new window) Facebook
- Click to share on WhatsApp (Opens in new window) WhatsApp
- Click to share on LinkedIn (Opens in new window) LinkedIn
- Click to share on Tumblr (Opens in new window) Tumblr
- Click to share on Reddit (Opens in new window) Reddit
Posted on October 16, 2017 by Scott Hamilton
Trump decertifies Iran nuke deal, throws Airbus, Boeing orders in doubt
Subscription Required Introduction Oct. 16, 2017, © Leeham Co.: President Donald Trump announced Friday he will decertify the Iran nuclear deal, throwing into doubt a host of related commercial deals, including huge aircraft orders. Iran Air Airbus A330…. Read More
Share this:
- Click to print (Opens in new window) Print
- Click to email a link to a friend (Opens in new window) Email
- Click to share on X (Opens in new window) X
- Click to share on Pinterest (Opens in new window) Pinterest
- Click to share on Facebook (Opens in new window) Facebook
- Click to share on WhatsApp (Opens in new window) WhatsApp
- Click to share on LinkedIn (Opens in new window) LinkedIn
- Click to share on Tumblr (Opens in new window) Tumblr
- Click to share on Reddit (Opens in new window) Reddit
Posted on October 16, 2017 by Scott Hamilton
Airbus, Airlines, ATR, Boeing, CFM, GE Aviation, Premium, Rolls-Royce
737 MAX, 777 Classic, 777X, A320NEO, A321, A330neo, A350, Airbus, ATR, ATR-72, Boeing, CFM, GE Aviation, Iran Air, Iran Aseman, Rolls-Royce