Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
Pontifications: Airbus, Boeing single-aisle production rates solid
Jan. 23, 2017, © Leeham Co.: The global economy is softening and airlines are deferring airplanes, but we don’t see Airbus or Boeing trimming aircraft production for their single-aisle airplanes. Over-sales and rising fuel prices support today’s A320… Read More
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Posted on January 23, 2017 by Scott Hamilton
The regional market and scope clauses
By Bjorn Fehrm January 17, 2017, ©. Leeham Co: Union contract Scope Clauses–the provision limiting the weight, capacity or number of aircraft operated by airlines for major carriers–are unlikely to be modified any time soon, panelists at the Air Finance… Read More
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Posted on January 18, 2017 by Bjorn Fehrm
Pontifications: Planes nobody wants
Jan. 16, 2017, © Leeham Co.: Airbus and Boeing continue to offer planes that nobody wants. Well, almost nobody. The aircraft remain on the published price lists of both companies, for reasons that passeth understanding. Nobody ordered the… Read More
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Posted on January 16, 2017 by Scott Hamilton
Aircraft list prices largely unchanged (Updated)
Update: Airbus Jan. 11 announced a 1% list price increase. The chart has been updated. Jan. 10, 2017: Aircraft list prices are largely unchanged for 2017, the airline industry demand cools for new aircraft. Sales in 2017 were… Read More
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Posted on January 10, 2017 by Scott Hamilton
Airbus, Boeing, Bombardier, Comac, Embraer, Irkut, Mitsubishi, Premium, Sukhoi
Bjorn’s Corner: Turbofan developments in 2017
January 06, 2017, ©. Leeham Co: Before we finish of our series on airliner turbofan technology, let’s spend this Corner on what will happen on the airliner engine front during 2017. While there is no totally new engine that… Read More
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Posted on January 6, 2017 by Bjorn Fehrm
Pontifications: Embraer, contrary to others, looks to momentum in 2017
Jan. 3, 2017, © Leeham Co.: Airbus, Boeing and Bombardier look toward 2017 as a bit of a punk year, as detailed in our Look Ahead for subscribers only. Not so by Embraer. In an exclusive interview, John… Read More
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Posted on January 3, 2017 by Scott Hamilton
Resurgence for ERJ-145
Note: Nov. 24 and 25 are Thanksgiving Holidays in the US. Our next post will be Monday. Subscription Required Introduction Nov. 23, 2016, © Leeham Co.: The 50-seat regional jet market is dead. That’s the conventional wisdom. Well,… Read More
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Posted on November 23, 2016 by Scott Hamilton
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
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Posted on November 22, 2016 by Scott Hamilton
US, EU ignore Chinese, Russian subsidies
Nov. 15, 2016, © Leeham Co.: Government subsidies to commercial aircraft companies appear to be increasing despite the 12-year disputes before the World Trade Organization between Europe and the US over Airbus and Boeing aid. Yet the US… Read More
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Posted on November 15, 2016 by Scott Hamilton
2017: the year ahead
Subscription Required Introduction Jan. 3, 2017, © Leeham Co.: The New Year is here and it doesn’t look like a good one for commercial aerospace, if measured against previous outstanding years. There are some troubling signs ahead, piling… Read More
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Posted on January 3, 2017 by Scott Hamilton
Airbus, ATR, Boeing, Bombardier, CFM, Comac, CSeries, E-Jet, Embraer, Etihad Airways, Farnborough Air Show, GE Aviation, Irkut, Leeham News and Comment, Middle of the Market, Mitsubishi, Pratt & Whitney, Premium, Rolls-Royce, Sukhoi
Airbus, Boeing, Bombardier, CFM, Comac, Embraer, GE Aviation, Irkut, Mitsubishi, Pratt & Whitney, Rolls-Royce, Sukhoi