Delta Air sees 777 surplus developing

Subscription required. Oct. 14, 2015, © Leeham Co.: Delta Air Lines sees a major surplus of young Boeing 777s developing in the near term as key operators plan to let the aircraft go from leases or retirements. The looming… Read More

Goldman Sachs predicts rate 5 for 777 in 2017

Oct. 6, 2015: As Boeing prepares to discuss its third quarter October 28, a major Wall Street investment bank predicts Boeing will have to reduce production rates of the 777 to five per month in 2017, the year… Read More

Triumph Group disappoints, cites decreased aircraft production

July 29, 2015: Triumph Group reported lower FY1Q2016 earnings below analyst expectations, citing in part decreased production of the commercial Airbus A330 program as well as lower production of the Gulfstream G450/550 and Boeing C-17 and 747-8 airplanes…. Read More

Boeing investors day

May 12, 2015: Boeing held its annual investors day May 12. Note in particular the Buckingham and Wells Fargo commentary on the 777 bridge to 777X.

Tipping point for supply/demand? We don’t think so

Subscription Required Introduction April 28, 2015, c. Leeham Co. Goldman Sachs over the weekend issued a research note, Is the new aircraft supply/demand equation nearing a tipping point? GS cited the recent United and American airlines actions involving… Read More

Analysts hone in on Boeing Free Cash Flow

Subscription Required Introduction April 22, 2015: c. Leeham Co. Boeing may have reported solid earnings for the first quarter, but aerospace analysts focused on free cash flow (FCF) and gave the company a raspberry. Analysts have been increasingly… Read More

Odds and Ends: WTO and 777X tax breaks; US airlines vs Middle East; Goldman and Boeing; ExIm Bank

WTO to examine 777X tax breaks: Well, we predicted this in November 2013 when Washington State extended the Boeing 787 tax breaks to the 777X. And it’s happened. The World Trade Organization is going to take a look… Read More

Bombardier misses guidance in preview of 2014 results, stock plunges 22% in early trading

Jan. 15, 2015: Bombardier, struggling with poor aerospace sales across its business jet and commercial lines, missed previous guidance on cash flow and other metrics, three Wall Street investment banks reported today. BBD’s stock traded off 22% in… Read More

Odds and Ends: Goldman Sachs on CSeries; Embraer in China; A350 gets FAA certification;

CSeries: Bombardier presented to the Goldman Sachs Industrial conference this week. Goldman’s take: CSeries test flight: BBD believes it can achieve the significant acceleration in flight test hours per month required to get to EIS because more aircraft… Read More

Odds and Ends: KC-46A and Sequester; Stopping Li-Ion fires–or not; Analysts views on FAA action

KC-46A and Sequester: The US House hopes to spare the Boeing KC-46A from Sequester. Stopping Lithium-Ion Battery Fires: Christine Negroni, who has written for the New York Times and a number of other publications and who has her… Read More