Uneven financial challenges among OEMs

Subscription Required By Vincent Valery Introduction   May 3, 2021, © Leeham News: The three largest commercial aircraft OEMs and their largest suppliers continue to report impacts from the COVID-19 pandemic in their 2020 financial results. The pandemic and… Read More

The conundrum of a new airplane design vs a derivative

Subscription Required By Scott Hamilton Introduction April 19, 2020, © Leeham News: When it comes to a decision by an aircraft manufacturer whether to develop an entirely new airplane or a derivative, these multi-billion dollar decisions involve hundreds… Read More

Embraer 2020 results

By Bjorn Fehrm March 19, 2021, ©. Leeham News: Embraer presented its full-year 2020 results today. Revenue for 2020 was down 31% at $3,771m versus $5,463m in 2019. The resulting loss was $323m, compared with $77m 2019. The… Read More

Outlook 2021: Embraer faces recovery from failed JV, COVID

Subscription Required By Bjorn Fehrm and Vincent Valery Introduction Jan. 7, 2021, © Leeham News: Embraer faces the twin challenges this year: recovering from the aborted Boeing joint venture and COVID. Neither is going to be easy. Embraer… Read More

Bjorn’s Corner: Do I get COVID in airline cabins? Part 12. New results.

October 9, 2020, ©. Leeham News: We interrupt our series about hydrogen as an energy store for airliners to go back to our previous theme for a Friday or two: Do I get COVID in airline cabins? IATA,… Read More

HOTR: Lease rates, aircraft values continue to plunge/Update

Update: Ishka advises that its starting comparison point in the chart below should have been January, not July. This changes the rate of value and rent decline appreciably. Aug. 19, 2020, © Leeham News: Aircraft values and least… Read More

Embraer’s 2Q2020: Revenues more than halved, causing increasing losses

By Bjorn Fehrm August 5, 2020, ©. Leeham News: Embraer presented its 2Q2020 results today. The revenue virtually halved for 1H2020 to $1.17bn (2.2bn 1H2019) and shrank 61% for the second quarter to $537m ($1,379m 2Q2019), after delivering… Read More

As federal aid comes to end, small suppliers see “blood bath”

Subscription Required By Scott Hamilton Introduction July 20, 2020, © Leeham News: As the Payroll Protection Plan of the US government nears expiration, a blood bath among small suppliers is all but certain unless an extension is approved… Read More

Looking ahead for 2020 and 2030 decades: Embraer

Subscription Required Fourth in a series. By Bjorn Fehrm Introduction July 8, 2020, © Leeham News: All airliner OEMs have a disastrous 2020, but for Embraer, the year has been even worse. After spending a year and over… Read More

The future of regional jets is limited by choices, Scope Clause

By Judson Rollins Introduction  July 6, 2020, © Leeham News: The fallout from COVID-19 is beginning to intersect with the beginning of a wave of regional jet retirements globally. However, the market for smaller commercial jets today stretches… Read More