Boeing stock sell-off on 777-200ER deal over-blown

Stock sell off on Boeing 777-200ER purchase price overblown. Wells Fargo stock downgrade the next day spurs larger sell-off. Credit Suisse takes a deep dive into Boeing cash flow. Accelerating PDPs, purchase payments continues to support cash flow…. Read More

Emirates’ mid-range choice

By Bjorn Fehrm Nov. 10 2015, ©. Leeham Co: The Dubai Air Show is on its second day and there are no mega orders. The one that should have been, the mid-range requirement for Emirates Airline, has been postponed,… Read More

Pontifications: A380neo? Try A380TXWB. Dubai Air Show and other Odds and Ends

Nov. 9, 2015, (c) Leeham Co. Airbus last week launched its A380 flying test bed with the A350-1000’s Rolls-Royce Trent XWB 97,000 lb engine placed in the number two position. The first thing that came to mind when… Read More

Pointifications: Wide-body orders; Bombardier’s $1bn

Nov. 2, 2015, © Leeham Co. Boeing gets an order for up to 26 787-10s. Airbus firms up options to an order for 30 A330s, added to 45 previously announced by the same customer. Boeing announces an order for nine… Read More

Airbus A380neo not yet a project

July 21, 2015: The London Sunday Times created a stir over the weekend when it headlined an interview with Airbus Commercial CEO Fabrice Bregier that Airbus “commits” to an A380neo project. Drilling down into the story and checking… Read More

Bjorn’s Corner: hot summer, hot engines

17 July 2015, ©. Leeham Co: It is summer in south of Europe and we have had over 30°C/86°F for weeks. It makes one realize the conditions where the engines have to work over their flat rating point in… Read More

Pontifications: ExIm reform

July 6, 2015, © Leeham Co. The US ExIm Bank authorization expired last week. As readers know, I’m a strong advocate of renewal of the authorization. Boeing, and other companies, hope reauthorization can be achieved this month. I won’t… Read More

ExIm Bank expires, Boeing, hundreds more hope for a Lazarus

July 1, 2015, c. Leeham Co. The ExIm Bank is dead. At least for now. Boeing, and hundreds of smaller companies, hope for a Lazarus miracle. Though nobody expects a revival of the Bank in four days, as… Read More

Pontifications: Final thoughts of the Paris Air Show

Our interview during the Paris Air Show with Tom Williams, president and COO of Airbus Commercial, is now open to all Readers. Williams discussions production, supply chain issues, launch aid for the potential A380neo and more. June 22,… Read More

Odds and Ends from Paris Air Show

A350-1100, A380neo A350-900, 787-10 thrust issues June 18, 2015: The industrial part of the Paris Air Show is over, and here are some closing odds and ends. We may have some more next week when we decompress. A350-1100… Read More