Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: Volcano protection; Airbus trims guidance on A350; More on Boeing
Volcano protection: No, we’re not talking about any eruptions from IAM 751. Instead, Airbus and Europe’s easyJet created some man-made volcano ash to conduct tests for detecting the real thing. Airbus trims guidance: EADS/Airbus trimmed its financial guidance… Read More
Dropping EADS for Airbus Group
The move to drop the acronym EADS for Airbus Group is being made out by some media to be a major step that better positions Airbus to compete with Boeing. This is a stretch. The name change simply… Read More
“One Boeing” leads way for P-8, KC-46A; 767-2C commercial order seen
“One Boeing” is the strategy that blends all the company enterprises–Boeing Commercial, Boeing Defense, Boeing Commercial Aviation Services and other business units into a single set of resources rather than operating as solo businesses. The P-8A Poseidon program… Read More
EADS earnings and Airbus A350, A380 updates
EADS reported its first quarter earnings and in the process reiterated plans to fly the Airbus A350 in June. Speculation remains rampant that Airbus will fly the airplane in time for the Paris Air Show. Meantime, sales for the… Read More
NTSB briefing on 787 today
The National Transportation Board will have a briefing today at 2:30 ET. In advance of the briefing, NTSB issued this terse statement: The following factual information has been developed about the battery: It consists of eight cells of… Read More
EADS Investors Day–Analysts reports
EADS held an investors Day this week; here are takes from two who attended. Airbus presentations may be found here. Bernstein EADS is holding its annual Global Investor Forum. We describe key themes from Day 1, which focused… Read More
Odds and Ends: Cargolux, Qatar to split; P-8A and MAX; More on Sequestration; Dodging that depth charge
Cargolux, Qatar Airways to split: Several news stories report that Qatar Airways is going to dump its 35% stake in Cargolux. The stories indicate a disagreement in the direction of Cargolux. This story is the most detailed, although… Read More
EADS announces earnings: depressed by A380 wing costs, a US customer Ch 11 and political issues
Not a good day for EADS and Airbus: Reuters: Spat with Germany affects cash position BBC: Hawker Beechcraft bankruptcy costs Airbus Washington Post: A380 wing fix costs EADS; A350 program “challenging”