Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
Clouds overhang Bombardier ahead of earnings call
Subscription Required Introduction Nov. 9, 2016, © Leeham Co.: Bombardier reports its 3Q2016 and nine month earnings Thursday and as the year prepares to enter its last 45 days, disappointment hangs over the company and the stock. Summary… Read More
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Posted on November 9, 2016 by Scott Hamilton
Embraer 3Q2016 results: Stabilized situation
By Bjorn Fehrm 1 November 2016, ©. Leeham Co: Embraer reported slightly better than expected results for 3Q2016, with revenue up by 18% to $1,514m. Gross margin for the company is at a stable 19% (18% 3Q2015) and… Read More
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Posted on November 1, 2016 by Bjorn Fehrm
Less desirable aircraft for lessors
Subscription Required Introduction Part 3: Oct. 24, 2016, © Leeham Co.: Lessors select aircraft to add to their portfolios based on several basic criteria: Is it a good airplane? How are the economics? Is there, or will there… Read More
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Posted on October 24, 2016 by Scott Hamilton
Seventeen new, derivative aircraft to see EIS through 2020
Subscription Required Introduction Delivery of the first Bombardier CS300, to AirBaltic, next week kicks off entry-into-service for 17 airplanes through 2020. Bombardier photo. Oct. 20, 2016, © Leeham Co.: The past decade was a hive of activity as… Read More
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Posted on October 20, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, Comac, CSeries, E-Jet, Embraer, Irkut, Mitsubishi, Pratt & Whitney, Premium, Sukhoi
Airbus, Boeing, Bombardier, Comac, Embraer, Irkut, Mitsubishi, Sukhoi
Alcoa looks for weaker 2017: Weekly analyst synopsis
Oct. 20, 2016: This week’s analyst summaries focus on continuing delivery shortfalls at Airbus because of delays in receiving Pratt & Whitney GTF engines; continued expectations Boeing will reduce again the projected production rate of the 777 Classic;… Read More
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Posted on October 20, 2016 by Scott Hamilton
Pontifications: A good week for Boeing wide-bodies
Oct. 17, 2016, © Leeham Co.: Boeing had a very good week for wide-body orders last week. It recorded 42 orders for the 787 and 10 for the 777-300ER. Thirty of the former and all of the latter… Read More
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Posted on October 17, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Embraer, Mitsubishi, Pontifications
777-300ER, 787, A320NEO, A350, A380, Airbus, Barry Eccleston, Boeing, Bommbardier, CRJ, CSeries, E-Jet, Embraer, Mitsubishi, MRJ100, MRJ70, MRJ90
“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
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Posted on October 17, 2016 by Bjorn Fehrm
Airline assets and lessor assets: Bombardier and Embraer
Subscription Required Part 2. Part 1 may be found here. Introduction Bombardier invented the regional jet. Despite some sales these days, the CRJ was eclipsed by the Embraer J-Jet. Bombardier photo. Oct. 10, 2016, © Leeham Co.: Regional… Read More
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Posted on October 10, 2016 by Scott Hamilton
Airlines, American Airlines, Bombardier, CSeries, Delta Air Lines, Embraer, Mitsubishi, Pratt & Whitney, Premium, Sukhoi, United Airlines, US Airways
American Airlines, Bombardier, C-110, C-130, Continental Airlines, CRJ, CSeries, Delta Air Lines, E-Jet, Embraer, ERJ, GTF, Mitsubishi, MRJ90, Pratt & Whitney, SSJ100, Sukhoi, United Airlines, US Airways
Airbus’ Eccleston talks about reorganization and WTO
Subscription Required Now open to all readers. Introduction Oct. 6, 2016, © Leeham Co.: Airbus’ reorganization continues to unfold, with key components to be revealed, including key personnel appointments. LNC sat down in Seattle with Barry Eccleston, president of… Read More
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Posted on October 6, 2016 by Scott Hamilton
Airline assets and lessor assets
Subscription required Introduction Part 1: The Big Two OEMs Oct. 3, 2016, © Leeham Co.: There are airline assets and there are leasing assets. That’s a good airplane but it’s not a good leasing asset. These are the… Read More
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Posted on October 3, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, Bombardier, CFM, Embraer, GE Aviation, International Aero Engines, Lessors, Pratt & Whitney, Premium, Rolls-Royce
737 MAX 200, 737-7, 737-8, 737-9, 747, 767, 787, 7E7, A319ceo, A319neo, A320ceo, A320NEO, A321LR, A321NEO, A350, A350-1000, A350-2000, A350-800, Airbus, Boeing, Bombardier, CFM, CFM56, Embraer, GE Aviation, GTF, International Aero Engines, Pratt & Whitney, Rolls-Royce, V2500