Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

Odds and Ends: Delta’s small jet deferral and other things

Delta Air Lines deferred the highly anticipated order for the 100-150 seat airplane due to worries about taking on too much debt in the current economic environment. Multiple sources say Bombardier’s CSeries had been favored over the Embraer… Read More

 13 Comments

 Posted on August 22, 2011 by

 Airbus, Boeing, Bombardier, Embraer

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Delta to order 737-900s, small airplane order deferred

Bloomberg News just tweeted Delta Air Lines is to order 100 Boeing 737-900s. WE have three sources saying the same, though without the number. Boeing won the deal over the Airbus A320/320neo due to earlier delivery positions and… Read More

 29 Comments

 Posted on August 22, 2011 by

 Airbus, Boeing, Bombardier, Embraer

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Embraer ponders new, 2,000nm airplane

    Embraer is pondering a new, 2,000nm airplane in the 130-150 seat class. Here is the Flight Global story. The interesting thing about this is that Bank of America’s Ronald Epstein characterizes the CSeries as having too… Read More

 9 Comments

 Posted on August 8, 2011 by

 Airbus, Boeing, Bombardier, CSeries, Embraer

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Analysts opine on Embraer, Bombardier

Goldman Sachs and JP Morgan issued notes this week that give some opinions on rivals Embraer and Bombardier: Goldman Sachs: Embraer July 31: We believe Embraer remains the best, yet most ignored, story in our commercial aerospace coverage…. Read More

 4 Comments

 Posted on August 2, 2011 by

 Bombardier, Embraer

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American is the launch customer for 737RE–but not the launch operator

American Airlines is the launch customer for the Boeing 737 re-engine, but it’s not the launch operator. As American’s 10Q SEC filing revealed the day the order was announced, AA won’t take delivery of the first 737RE until… Read More

 9 Comments

 Posted on July 27, 2011 by

 Airbus, Boeing, Bombardier, CSeries

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For Boeing: when one door closes, another door opens

There’s a saying that when one door closes on an opportunity, another door opens. This is the case with Boeing’s decision to proceed with a 737 re-engine. We first wrote about this in a previous post. Max-Kinglsey Jones… Read More

 28 Comments

 Posted on July 23, 2011 by

 Airbus, Boeing, Bombardier, Comac, CSeries, EADS, Embraer

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McBoeing, 787’s insidious impact overwhelm product strategy

McBoeing is alive and well in Seattle. “McBoeing” is the derisive moniker given the combined Boeing-McDonnell Douglas merger of 1997 in which legacy Boeing personnel say MDC bought Boeing with Boeing’s money. Key positions in Boeing’s C-level suite… Read More

 59 Comments

 Posted on July 21, 2011 by

 Airbus, Boeing

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US airlines ready orders

There has been a rash of articles this week breathlessly focusing on US carriers and the prospect they will order airplanes this year. This is no revelation, nor is the prospect that Boeing customers might line up and… Read More

 45 Comments

 Posted on July 1, 2011 by

 Airbus, Boeing, Bombardier

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The GE Powerhouse and how it wins deals

Those of us who are intimately familiar with commercial aviation will find this as no news. For those who don’t deal in this business every day, this will provide a better understanding of how deals are won in… Read More

 3 Comments

 Posted on June 29, 2011 by

 Airbus, AirInsight, Boeing, Bombardier, CFM, Pratt & Whitney

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Odds and Ends, Post-Paris Air Show 2011

Here are our closing views of the PAS: Boeing Boeing did very well at the show. We know the headlines almost universally say Boeing had a bad show (which it didn’t) and was trounced by Airbus (which it… Read More

 34 Comments

 Posted on June 27, 2011 by

 Airbus, AirInsight, Boeing, Bombardier, CFM, CSeries, Pratt & Whitney

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