Pontifications: Countdown to Delta’s single-aisle decision

Dec. 11, 2017, © Leeham Co.: Eyes will watch Atlanta (GA) this week, when the Delta Air Lines Board of Directors decides to award a big order for the re-engined Airbus and Boeing single aisle airplanes. The Board… Read More

Pontifications: Delta’s decision on neo vs MAX near

Dec. 4, 2017, © Leeham Co.: The Delta Air Lines management decision for an order for 100 Airbus A321neos or Boeing 737 MAXes, plus an equal number of options, is expected this week. A decision by the Board… Read More

Pontifications: EU weighs in for Bombardier in Boeing trade fight

Nov. 20, 2017, © Leeham Co.: The European Union is now getting involved in the Boeing-Bombardier trade dispute. See here and here. The EU has taken Bombardier’s side. Although the UK previously weighed in with BBD because the… Read More

Bombardier concedes likely loss in trade complaint, looks to next phase

Sept. 14, 2017, © Leeham Co., Montréal: Bombardier officials conceded Tuesday that they are likely to lose the price dumping complaint filed by Boeing with the US Department of Commerce. This is the phase in which DOC determines… Read More

British PM seeks Trump help in Boeing-Bombardier complaint

Sept. 12, 2017, © Leeham Co.: Montreal: Bombardier is holding a media day today and an investors day Thursday, focusing on its commercial airplane division. Today The Times of London revealed that British Prime Minister Theresa May called… Read More

Weekly analyst report: Hold on Bombardier

Aug. 17, 2016: Bombardier’s first-half orders from Air Canada and Delta Air Lines for the C Series helped, but didn’t eliminate skeptics. Canadian securities firm GMP issued a note Aug. 5 (though we received it only Aug. 12)… Read More

Pontifications: Mitsubishi ramping up flight testing for MRJ

Aug. 15, 2016, © Leeham Co.: Mitsubishi Aircraft Corp. (MAC) is about to dramatically ramp up its flight testing of the MRJ-90. Media has been alerted to an all-day event next month, complete with a tour of the… Read More

Bombardier records $628m loss in 1H2016

Aug. 5, 2016: Bombardier reported its second quarter and half year results today, with a net loss of $628m for the half and a $490m net loss for the quarter. Results for the commercial division recorded a loss… Read More

UTC media day 1: UTAS, twice the size of any other aerospace systems company

Note: United Technologies Corp (UTC) is holding its annual Media Days today and tomorrow. We’re providing reporting from the event. This is the first time in our long participation that UTC Aerospace Systems is presenting. UTAS is a… Read More

Bombardier: Our turnaround plan is gaining traction

April 28, 2016: “Our turnaround plan is gaining traction,” said Alain Bellemare, BBD CEO, to lead off the first quarter earnings report for Bombardier. “This is a big win for Bombardier,” he said. “This is a strong endorsement for… Read More