Pontifications: Market Intelligence from NY

Oct. 22, 2018, © Leeham News: I was in New York City last week for a series of meetings. Here’s what “the street” is talking about. I make no judgment calls about whether the thoughts are on target… Read More

Pontifications: Workforce plan for NMA to be announced soon

Oct. 1, 2018, © Leeham Co.: The Choose Washington NMA task force said last week it will release this month recommendations for improving aerospace workforce activities in Washington. It’s about time. The task force was appointed by Gov…. Read More

With a month to elections, Embraer bolsters backlog

Subscription Required Introduction Sept. 10, 2018, © Leeham News: With the Brazilian elections less than a month away, the outcome of the presidential race will determine whether the proposed joint venture between Embraer and Boeing will be approved…. Read More

Pontifications: Supply chain melt down to get worse, says manufacturer

Sept. 3, 2018, © Leeham News: There is more evidence the aerospace supply chain is in meltdown—and it’s going to get worse, a manufacturer tells LNC. The OEM requested anonymity to speak frankly. As aerospace analysts gather this… Read More

Pontifications: Boeing aid to Jet Airways uncommon but not unusual

Aug. 27, 2018, © Leeham News: Boeing is giving financial help to India’s Jet Airways, according to a news report. This doesn’t come as a surprise. Jet Airways has 225 737 MAXes on order (50 direct, the rest… Read More

Embraer 2Q2018 results: KC-390 problem turns quarter red.

By Bjorn Fehrm July 31, 2018, ©. Leeham News: Embraer presented its 2Q2018 results today. The company posted a loss as the KC-390 program was reset financially after a prototype was damaged in ground testing during the quarter. The… Read More

Rising fuel prices hit earnings, but there’s a silver lining for OEMs

Subscription Required Introduction July 30, 2018, © Leeham Co.: Fuel prices are spiking and it’s already causing airlines to adjust growth and fleet plans. But rising fuel prices could mean orders for slow-selling aircraft might pick up. Still,… Read More

Esterline’s Mason Products broadens its civilian use of unmanned systems controls

July 25, 2018, © Leeham News, Farnborough:  A unit of Esterline Corp. that supplies parts for all commercial airliners, including the cockpit for the Embraer E-Jet E2 is creating an advanced control system for Unmanned Systems to keep… Read More

More than 1,000 orders, commitments from Farnborough

July 23, 2018: More than 1,000 new orders and commitments were announced at the Farnborough Air Show last week, a final tally shows. The value was more than $128bn. Credit Suisse issued its post-air show note today with… Read More

Farnborough: Good days for Embraer, 777F

July 18, 2018, © Leeham News, Farnborough: Embraer came roaring back in the first two days of the Farnborough Air Show after a slow year last year. Boeing’s 777F saw a surge of orders and commitments and the… Read More