Assessing the Delta-Airbus order

By Scott Hamilton Analysis Dec. 15, 2017, © Leeham Co.: Was the choice by Delta Air Lines the big “blow” to Boeing many in the media are making it out to be? It was a PR blow, yes…. Read More

It’s official: Delta orders A321neo with GTF engine

Dec. 14, 2017: After a wave of news stories yesterday, today’s it’s official: Delta Air Lines ordered 100 Airbus A321neos and optioned 100 more. Deliveries begin in 2020. The airplane will be equipped with the Pratt & Whitney… Read More

Delta to order A321neo, GTF engines: CNN

Dec. 13, 2017: Jon Ostrower of CNN is reporting Delta Air Lines will order 100 Airbus A321neos and option 100 more, to be powered by Pratt & Whitney GTF engines. If correct, this will be a snub to… Read More

Mid-year production update at Airbus

July 27, 2017, © Leeham Co.: It’s mid-way through 2017 and LNC is taking its second look at production and delivery stream flows for the Big Four airframe manufacturers. We examined Boeing Monday in advance of its earnings… Read More

Bombardier optimistic about China

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How Airbus can kill the Boeing 797

May 10, 2017, © Leeham Co.: Airbus can kill the business case for the prospective Boeing 797, the New Midrange Aircraft also known as the Middle of the Market Airplane, Reuter’s Tim Hepher has this story. CNN’s Jon… Read More

Pontifications: Boeing complaint against Bombardier no surprise

May 1, 2017, © Leeham Co.: The Boeing Co. filed a complaint with the US Commerce Department and the International Trade Commission charging the Bombardier “dumping” the CSeries in the US to the detriment of Boeing and its… Read More

Could an NMA be made good enough? Part 5

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Pontifications: Lessor cites cool reception to MAX 10

April 17, 2017, © Leeham Co.: Buckingham Research Group last week issued back-to-back notes about Boeing. One was a recap of an investors call with Steve Rimmer, CEO of Altavair Airfinance (nee Guggenheim Aviation partners). The other was… Read More

Bombardier YE2016 results better than expected

Feb. 16, 2017: Bombardier today posted better than expected results (even on lower revenue) for the fourth quarter and full year. Goldman Sachs was first out with reaction among the analyst reports LNC receives: Bombardier (Neutral) reported stronger-than-expected 4Q16… Read More