Leeham News and Analysis
There's more to real news than a news release.
Delta to order 737-900s, small airplane order deferred
Bloomberg News just tweeted Delta Air Lines is to order 100 Boeing 737-900s. WE have three sources saying the same, though without the number. Boeing won the deal over the Airbus A320/320neo due to earlier delivery positions and… Read More
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Posted on August 22, 2011 by Scott Hamilton
Embraer ponders new, 2,000nm airplane
Embraer is pondering a new, 2,000nm airplane in the 130-150 seat class. Here is the Flight Global story. The interesting thing about this is that Bank of America’s Ronald Epstein characterizes the CSeries as having too… Read More
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Posted on August 8, 2011 by Scott Hamilton
Analysts opine on Embraer, Bombardier
Goldman Sachs and JP Morgan issued notes this week that give some opinions on rivals Embraer and Bombardier: Goldman Sachs: Embraer July 31: We believe Embraer remains the best, yet most ignored, story in our commercial aerospace coverage…. Read More
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Posted on August 2, 2011 by Scott Hamilton
For Boeing: when one door closes, another door opens
There’s a saying that when one door closes on an opportunity, another door opens. This is the case with Boeing’s decision to proceed with a 737 re-engine. We first wrote about this in a previous post. Max-Kinglsey Jones… Read More
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Posted on July 23, 2011 by Scott Hamilton
Pre-Paris Air Show discussion and AirInsight preview
AinInsight will host a live pre-Paris Air Show discussion Friday, with guest Richard Aboulafia of the Teal Group. Sign up to participate here. Also look for AirInsight’s Paris Air Show preview next week. We historically have done air… Read More
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Posted on June 1, 2011 by Scott Hamilton
Tariffs won’t be assessed in WTO Airbus, Boeing cases
The decision is in on the appeal of the WTO panel decision in the Airbus and pending on the WTO’s panel findings on Boeing. The “what’s next” is dispute resolution and, failing this, the prospect of imposing tariffs… Read More
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Posted on May 23, 2011 by Scott Hamilton
McNerney’s interesting comments on the new airplane
We’re off hiatus, having completed several projects that now gives us some time to pay attention to this column. It didn’t seem to get much pickup but on the Boeing 1Q earnings call, CEO Jim McNerney said something… Read More
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2011 Outlook for Aerospace
Note: this is unusually long, 11 pages when printed. The new year is here and it is time for our annual look-ahead for the big OEMs. On a macro level, 2011 should be a good year. Airline passenger… Read More
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Posted on January 3, 2011 by Scott Hamilton
Boeing’s 737 ramp up shows confidence in economy, ‘skyline’ and the unions
The announcement last week that Boeing once again is planning to ramp up production of its venerable 737 line show confidence on a number of levels: The global economy continues to recover; The strength of the backlog, aka… Read More
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Posted on September 20, 2010 by Scott Hamilton
Embraer at crossroads: Aviation Week
Aviation Week has a good piece entitled “Embraer at Crossroads,” that discusses how the company evolved from nothingness to a major player in the industry. Faced with a threat from Bombardier’s CSeries and emerging competition from China and… Read More
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Posted on May 8, 2010 by Scott Hamilton