Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

Bombardier earnings preview

Subscription required Introduction Feb. 16, 2016, ©  Leeham Co.: Bombardier’s fourth quarter and full year 2015 financial results will be reported Wednesday, and we don’t expect the situation to be pretty. Yes, officials will highlight the recent closing… Read More

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 Posted on February 15, 2016 by

 Airbus, ATR, Boeing, Bombardier, Embraer, Premium

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PNAA Day 2: Airbus says Boeing has product gap.

Feb. 10, 2016 © Leeham Co. Boeing has a product gap that Airbus is filling with its airplanes, says Simon Pickup, strategic marketing director. Pickup said Boeing has a gap in its product line between the 737-8 and the 787-9…. Read More

 37 Comments

 Posted on February 10, 2016 by

 Airbus, Boeing, Bombardier

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PNAA Day 2: Cautionary note raised

Feb. 10, 2016: Today is the second of three days of conference meetings organized by the Pacific Northwest Aerospace Alliance (PNAA), in Lynnwood (WA). We’re providing live reporting throughout the three days. Feb. 10, 2016: Large commercial aircraft… Read More

 9 Comments

 Posted on February 10, 2016 by

 Airbus, Boeing, Bombardier, Embraer, Pacific Northwest Aerospace Alliance, Pratt & Whitney, Rolls-Royce

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PNAA Conference Day 1: Aerospace Clusters

Feb. 9, 2016: Today is the first of three days of conference meetings organized by the Pacific Northwest Aerospace Alliance (PNAA), in Lynnwood (WA). We’re providing live reporting throughout the three days. Aerospace clusters are evolving throughout the… Read More

 5 Comments

 Posted on February 9, 2016 by

 Airbus, Boeing, Bombardier, Embraer, Lockheed Martin, McDonnell Douglas, Pacific Northwest Aerospace Alliance

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Pontifications: Bad week for aerospace stocks

Feb. 1, 2016, © Leeham Co. Ouch. Boeing stock tanked about 10% last Wednesday when the company surprised analysts with unexpected news and below expectations 2016 guidance. Bombardier became a penny stock. What the heck happened?

 42 Comments

 Posted on February 1, 2016 by

 Alaska Airlines, ATR, Boeing, Bombardier, Embraer, Pontifications, United Airlines

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Bjorn’s Corner: Exciting 2016

29 January 2016, ©. Leeham Co: In the corner of two weeks ago we did a retrospective of 2015. Time for looking ahead. The year of 2016 will be quite interesting. We had entry into service of the… Read More

 55 Comments

 Posted on January 29, 2016 by

 Airbus, Bjorn's Corner, Boeing, Bombardier, Comac, CSeries, E-Jet, Embraer, Irkut, Mitsubishi, Sukhoi, United Aircraft

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Pontifications: Shifting focus to Embraer

Jan. 25, 2016, © Leeham Co. Embraer announced last week it had cut metal on its first E195 E2, more than a month before the roll-out of the first E190 E2, scheduled for Feb. 25, at is Sao… Read More

 19 Comments

 Posted on January 25, 2016 by

 Airbus, Boeing, Comac, CSeries, Embraer, Irkut, Mitsubishi, United Airlines

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The future of the A319neo and 737-7

 Subscription Required Introduction Dec. 14, 2015, © Leeham Co. There are just 49 orders for the Airbus A319neo. There are only 55 orders for the Boeing 737-7 MAX. The A319neo has been ordered by Avianca (19), Frontier Airlines… Read More

 8 Comments

 Posted on December 14, 2015 by

 Airbus, Boeing, Bombardier, Embraer, Premium

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Pontifications: Aircraft values vary widely

Dec. 14, 2015, (c) Leeham Co: Aircraft valuations came to the forefront following comments by Richard Anderson, CEO of Delta Air Lines, over just how much a 10-year old Boeing 777-200ER was worth. He claimed the airplane was… Read More

 13 Comments

 Posted on December 14, 2015 by

 Airbus, Airlines, Boeing, Delta Air Lines, Embraer

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Boeing sees green for 2016 financing sources

Dec. 8, 2015: Boeing Capital Corp. sees a robust financing market next year for an estimated $127bn in new airplane deliveries. The forecast is for the global picture, and not just Boeing Commercial Airplanes (BCA) deliveries. In its… Read More

 5 Comments

 Posted on December 8, 2015 by

 Airbus, Boeing, Bombardier, Embraer

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