Leeham News and Analysis

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

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

Pontifications: From the sidelines of the ISTAT conference, Notes #2

March 13, 2015: More Notes from the sidelines at the ISTAT conference this week in Phoenix. Boeing 777 production rates and advancing schedule Randy Tinseth, Boeing VP-Marketing, predictably stuck to Boeing messaging Monday at the ISTAT conference when… Read More

 57 Comments

 Posted on March 13, 2015 by

 Airbus, Boeing, Bombardier, Embraer, ISTAT, Mitsubishi

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Order cycle may have peaked for mainline single-aisles, but smaller jet cycle booming

Feb 24, 2015: The mainline jet orders get the headlines, and the focus on the order cycle, but the smaller jets have yet to see their order cycle peak. Goldman Sachs downgraded Boeing to a Sell this week,… Read More

 41 Comments

 Posted on February 24, 2015 by

 Airbus, Boeing, Bombardier, CSeries, Embraer, Mitsubishi, Sukhoi

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Bombardier 2014 earnings, 4Q negative cash flow at Aerospace, debt/equity plan

2014 earnings presentation (PDF) Feb. 12, 2015: Struggling under the strain of two years of delays for the CSeries, poor sales of the Q400 and CRJ and a disastrous LearJet program, the world’s commercial airplane maker shuffled its… Read More

 3 Comments

 Posted on February 12, 2015 by

 Bombardier, CSeries

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Tomorrow’s Bombardier earnings call: trying to be upbeat in the midst of a tornado

Subscription Required. Introduction As the market prepares for Bombardier’s 2014 year end earnings call tomorrow, CEO Pierre Beaudoin has his work cut out for him to restore confidence among the airlines and lessors who have ordered the CSeries… Read More

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 Posted on February 11, 2015 by

 Airbus, ATR, Boeing, Bombardier, Embraer, Premium

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Assessing turmoil at Bombardier: it doesn’t stop at CSeries

The Wall Street Journal takes a look at Bombardier.(Subscription required.) ““We did not fully expect and prepare” for the competitive response, said a Bombardier executive. Its studies concluded re-engining the A320 and 737 made no economic sense and… Read More

 1 Comment

 Posted on January 9, 2015 by

 Airbus, Boeing, Bombardier, CSeries, Embraer, Premium

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Odds and Ends: E-175s for Alaska; AirAsia X and Norwegian Air; Production rates

Nov. 25, 2014: E-175s for Alaska Airlines: SkyWest Airlines of the USA, a provider of contract service to several US carriers, ordered seven Embraer E-175s for planned service for Alaska Airlines. Simultaneously, Alaska announced new service from its… Read More

 9 Comments

 Posted on November 25, 2014 by

 Airbus, Alaska Airlines, Boeing, Bombardier, Delta Air Lines

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Interview: CSeries program update with Bombardier’s program chief Dewar

Subscription required. Now open to all Readers. By Bjorn Fehrm and Scott Hamilton Introduction Nov. 24, 2014: Bombardier CSeries flight testing has now passed 500 flight hours, and with the addition of Flight Test Vehicle 5 to the… Read More

 16 Comments

 Posted on November 24, 2014 by

 Bombardier, CSeries

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E-Jet, the project that shaped Embraer

By Bjorn Fehrm Introduction In a recent visit to Embraer in Brazil we got a thorough brief on the background and decision making around the E-Jet and E-Jet E2 programs. We have written about these programs before but… Read More

 6 Comments

 Posted on October 20, 2014 by

 Airbus, American Airlines, Boeing, Bombardier, CSeries, Embraer, Embrarer, GE Aviation, Pratt & Whitney

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New and Derivative Airplanes: Some good, some not: Part 2

Part 2 of two parts. With multiples and multiples of billions of dollars at stake to develop new airplanes, and the billions of dollars of cost overruns at risk, it’s understandable the Airbus and Boeing are shifting to… Read More

 65 Comments

 Posted on October 7, 2014 by

 Airbus, Boeing, Bombardier, Douglas Aircraft Co, McDonnell Douglas

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Assessing the 70-90 seat regional jet sector

Introduction Major orders last week for Bombardier and Mitsubishi and the release of the Airbus Global Market Forecast provide an opportunity to look at market segments that don’t get a lot of attention in the shadow of the… Read More

 7 Comments

 Posted on October 5, 2014 by

 Airbus, Boeing, Bombardier, Comac, CSeries, Embraer, Mitsubishi, Sukhoi

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