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

How Boeing, Embraer benefit from a combination

Analysis Dec. 26, 2017, © Leeham Co.: Potential synergies exist between Boeing and Embraer which may be important to development of the next new, clean-sheet airplane for both companies. Last week, both firms acknowledged a Wall Street Journal… Read More

Bombardier upbeat on CSeries deal, but Moody’s sees higher risk of debt default

Oct. 26, 2017, © Leeham Co.: Bombardier and Airbus put a positive face on the former’s acquisition of 50.01% of the CSeries program, but Moody’s credit rating service wasn’t impressed. The agency downgraded Bombardier’s already poor credit rating… Read More

Boeing-Embraer venture in response to Airbus-Bombardier? Don’t count on it

Subscription Required Introduction Oct. 23, 2017, © Leeham Co.: With the tie-up announced last Monday between Airbus and Bombardier for the CSeries, speculation immediately turned to whether Boeing and Embraer will join forces in some fashion in response…. Read More

American wants to decide A350 fate within six months

Sept. 28, 2017, © Leeham Co., Grapevine (TX): American Airlines would like to decide within six months what it will do with its order for 22 Airbus A350-900s, a left-over deal from US Airways before the latter acquired… Read More

Regional aircraft for US Scope clause operations. Part 2.

By Bjorn Fehrm Subscription Required Introduction May 11, 2017, © Leeham Co.: In the first article about the US regional aircraft market, we described the special rules that apply for outsourced regional airlines, operating for a mainline carrier. The… Read More

Assessing the SSJ100 future

Subscription Required Introduction Feb. 20, 2017, © Leeham Co.: Sukhoi is Russia’s attempt at reentering the commercial airliner business. The SSJ100 regional jet is, by most accounts, an attractive SSJ100 in CityJet colors. CityJet is one of two… Read More

Assessing Bombardier commercial programs

Subscription Introduction Jan. 30, 2017, © Leeham Co.: Bombardier hopes to land a major, blue-chip order for its CSeries this year but otherwise isn’t counting on significant orders for its flagship airliner. Officials don’t have available delivery slots… Read More

UBS puts Sell rating on Embraer

Nov. 22, 2016: UBS resumed coverage on Embraer (NYSE: ERJ) today, rating the stock a Sell. It is the only Sell rating among seven analysts previously covering the company; six are Buys and one is Hold. UBS rated… Read More

“Scope clauses stop aircraft development”

By Bjorn Fehrm Subscription required. Introduction October 16, 2016, ©. Leeham Co: “Scope clauses stop aircraft development.” The words are those of Rodrigo de Souza, Marketing manager of Embraer Commercial Aircraft when we spoke at the sidelines of… Read More