Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
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- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
CSeries dilemma: a saga of missed opportunities, bad decisions, stiff competition
Oct. 12, 2015, © Leeham Co.: The news agencies, stock markets and aerospace analysts last week went wild when Reuters reported there were talks going on between Bombardier and Airbus whereby the latter would take a majority stake… Read More
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Posted on October 12, 2015 by Scott Hamilton
Assessing the China market
Subscription required. Introduction Sept. 30, 2015, (c) Leeham Co.: The Boeing deals announced last week with China put the country into the spotlight about its commercial aviation ambitions. For many, the various deals announced by Boeing raise alarm… Read More
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New single aisles on home stretch
By Bjorn Fehrm 16 Sep 2015, © Leeham Co.: Boeing released pictures yesterday of the first 737 MAX 8 being on the Renton Final Assembly Line (FAL) having completed the wing-to-body joins. With the Airbus A320neo now flying again… Read More
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Posted on September 16, 2015 by Bjorn Fehrm
Bombardier snares Lufthansa’s Nico Buchholz
Bombardier scored a major executive coup with the appointment of Nico Buchholz as Chief of Procurement for the entire company. Buchholz was Executive VP Group Fleet Management for Lufthansa Airlines and Group, with various fleet management titles, since… Read More
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Posted on September 8, 2015 by Scott Hamilton
Union leaders stall contract vote for Republic
Republic Airways Holdings appeared to resume its downward trajectory toward a potential bankruptcy when the leadership of its pilots union refused to put the company’s last, best and final and final offer for a new pilot contract. Republic… Read More
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Posted on September 1, 2015 by Scott Hamilton
PW chief credited MRJ with ripple effect leading to CSeries, A320neo, 737 MAX and E-Jet E2
Aug. 20, 2015, © Leeham Co.: Conventional wisdom credits Bombardier’s CSeries with being the disruptor that prompted Airbus to launch the A320neo, which in turn caused Boeing to launch the 737 MAX and Embraer to launch its E-Jet E2…. Read More
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Posted on August 20, 2015 by Scott Hamilton
Pontifications: Storm warnings ahead
Aug. 17, 2015 (c) Leeham Co: Sometimes I never know what’s going to exercise readers. Sometimes it’s obvious. Last week it wasn’t. Our post last week about the formidable challenges still facing Bombardier for the CSeries brought some… Read More
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Posted on August 17, 2015 by Scott Hamilton
Bombardier reports lower 2Q2015 income
July 30, 2015: Bombardier reported lower net income on slightly higher revenues for the second quarter. The press release is here. The earnings call presentation is here. Bombardier-Q2-2015-Presentation-20150730-en “Overall, the second quarter was in line with plan in terms… Read More
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Posted on July 30, 2015 by Scott Hamilton
Mid-Year pause: warning signs for Airbus and Boeing?
Subscription required. Introduction July 9, 2015, © Leeham Co. At the half way point of 2015, there are a number of signs emerging that require some interpretation. Some are signs of caution. Others are Go Slow. Summary China’s… Read More
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CSeries performance improvement demystified
By Bjorn Fehrm Subscription required Introduction July 6, 2015, © Leeham Co. Bombardier presented a slew of new data for their CSeries aircraft during Paris Air Show. Listening to Bombardier (BBD) officials it sounded like there was only… Read More
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Posted on July 6, 2015 by Bjorn Fehrm