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

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

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

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

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

“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

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

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

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

ISTAT Europe 2016: Regional aircraft market

By Bjorn Fehrm September 26, 2016, ©. Leeham Co: We are reporting from ISTAT (International Society of Transport Aircraft Trading) 2016 in Barcelona. The regional aircraft panel, discussing the future for the regional aircraft market, featured Embraer, Bombardier, Mitsubishi… Read More