Embraer’s transition years, 2017 and 2018

By Bjorn Fehrm  December 29, 2017, ©. Leeham Co.: The past year was a transition year for Embraer. Their E-Jet was in its last year before deliveries of the new E2 version begins. The company labels 2018 as an additional… Read More

Embraer 3Q2016 results: Stabilized situation

By Bjorn Fehrm 1 November  2016, ©. Leeham Co: Embraer reported slightly better than expected results for  3Q2016, with revenue up by 18% to $1,514m. Gross margin for the company is at a stable 19% (18% 3Q2015) and… Read More

Pontifications: A good week for Boeing wide-bodies

Oct. 17, 2016, © Leeham Co.: Boeing had a very good week for wide-body orders last week. It recorded 42 orders for the 787 and 10 for the 777-300ER. Thirty of the former and all of the latter… Read More

Airline assets and lessor assets: Bombardier and Embraer

Subscription Required Part 2. Part 1 may be found here. Introduction Bombardier invented the regional jet. Despite some sales these days, the CRJ was eclipsed by the Embraer J-Jet. Bombardier photo. Oct. 10, 2016, © Leeham Co.: Regional… Read More

Embraer books 1H2016 loss and lowers guidance

By Bjorn Fehrm August09, 2016, ©. Leeham Co: Embraer presented its second quarter and first half 2016 results on July 29, posting a loss and lowering guidance for the year. The company is in a bridge period on its… Read More

Embraer 1Q2016 results: Strong start to the year

By Bjorn Fehrm 3 May 2016, ©. Leeham Co: Embraer has made a good start to 2016. Group revenue for 1Q2016 was $1,309m compared to $1,056m 1Q2015, up 24% year on year. EBIT was $86m compared with $80m a… Read More

Pontifications: Big sigh of relief at Bombardier

May 2, 2016, © Leeham Co.: To say that the order from Delta Air Lines last Thursday for 75+50 CS100s with conversion rights to the CS300s was welcome news for Bombardier is an understatement. Bombardier has a superb… Read More

Analysis: Sukhoi’s regional jet SSJ100, Part 2

By Bjorn Fehrm Subscription required Introduction 21 January 2016, ©. Leeham Co: The first part of our analysis, published Monday, looked at Russia’s first effort to design and aircraft to penetrate the Western airplane market, Sukhoi Superjet (SSJ100)…. Read More

Analysis: Sukhoi’s regional jet Superjet 100

By Bjorn Fehrm Subscription required Introduction 18 January 2016, © Leeham Co: Russian aircraft have never succeeded in penetrating the Western market. But then they never really tried, until now. They were designed for the Soviet Union captive… Read More

Bjorn’s Corner: Aircraft programs

30 October 2015, ©. Leeham Co: There has been dramatic news this week around Bombardier’s (BBD) CSeries program. I wrote a subscribers article about what to expect in terms of the cash flow problem that the BBD management… Read More