Pontifications: Earnings week for Airbus, Boeing, Bombardier and Embraer

April 25, 2016, © Leeham Co.: Airbus, Boeing, Bombardier and Embraer having their first quarter earnings call this week. Bombardier also has its Annual General Meeting concurrent with its 1Q earnings on Friday. The big anticipation will be… Read More

Can Bombardier extend CS300 to a CS500? Part 2.

By Bjorn Fehrm Subscription required Introduction April 20, 2016, ©. Leeham Co: Last week we started our analysis to see whether Bombardier could stretch their C Series aircraft program from two members covering 100 to 135 passengers (in… Read More

Bombardier’s Delta deal looking good, but don’t celebrate yet

Subscription Required Introduction Air Baltic will be the first operator of the Bombardier CS300. Source: Bombardier. April 18, 2016, © Leeham Co.: Bombardier, if it didn’t dominate the news cycle in commercial aviation last week, must have come… Read More

Pontifications: Airbus, Boeing, Bombardier and export credit support

April 18, 2016, © Leeham Co.: Export Credit for airliners was back in the news last week, with the US taking aim at the prospect of Canada’s agency supporting sales of the Bombardier C Series to the US… Read More

In strategy shift, Boeing backs 7 MAX: sources

Feb. 22, 2016, (c) Leeham Co. In a shift in strategy, Boeing is now fully backing development of the 737-7 MAX instead of urging the only two customers that have ordered the airplane to up-gauge to the MAX… Read More

Welcome news for Bombardier, Mitsubishi

Subscription required Introduction Feb. 22, 2016, © Leeham Co.: The large order (Letter of Intent) last week by Air Canada for 45 firm and 30 option CS300s was welcome news for Bombardier. And the LOI from the US… Read More

Air Canada orders up to 75 C Series; announced with BBD 2015 financial results

Feb. 17, 2016: The long drought is over. Air Canada has ordered up to 75 Bombardier C Series.The press conference is at 11am EST today. These will replace 25 Embraer E-190s. BBD now has orders and commitments for… Read More

Pontifications: Gifts that keep on giving

Feb. 15, 2016, © Leeham Co. In the news business, it’s called the gift that keeps on giving. These are news stories on topics that just won’t go away. And we get to write about them over and… Read More

Bombardier earnings preview

Subscription required Introduction Feb. 16, 2016, ©  Leeham Co.: Bombardier’s fourth quarter and full year 2015 financial results will be reported Wednesday, and we don’t expect the situation to be pretty. Yes, officials will highlight the recent closing… Read More

Pontifications: Bad week for aerospace stocks

Feb. 1, 2016, © Leeham Co. Ouch. Boeing stock tanked about 10% last Wednesday when the company surprised analysts with unexpected news and below expectations 2016 guidance. Bombardier became a penny stock. What the heck happened?