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
Posted on December 15, 2017 by Scott Hamilton
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
Posted on December 14, 2017 by Scott Hamilton
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
Posted on December 13, 2017 by Scott Hamilton
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
Posted on July 27, 2017 by Scott Hamilton
Subscription Required Introduction June 5, 2017, © Leeham Co.: Bombardier’s activities in China, where the fuselage for the CSeries is co-produced, have been at a standstill. None of the Memorandums of Understand or Letters of Intent have been… Read More
Posted on June 6, 2017 by Scott Hamilton
ATR, Boeing, Bombardier, China, Comac, CSeries, Delta Air Lines, Embraer, IATA, Pratt & Whitney, Premium
ATR, Boeing, Bombardier, China, Comac, CS100, CS300, CS500, CSeries, Delta Air Lines, Fred Comer, GTF, IATA, Pratt & Whitney
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
Posted on May 10, 2017 by Scott Hamilton
Airbus, Boeing, CFM, GE Aviation, Middle of the Market, MOM, Pratt & Whitney, Rolls-Royce
737-10, 737-9, 767-200, 767-300, 787-8, 797, 7M7, A321NEO, A322, Airbus, Boeing, CFM, GE Aviation, GTF, LEAP, MOM, NMA, Pratt & Whitney, Rolls-Royce, Safran
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
Posted on May 1, 2017 by Scott Hamilton
By Bjorn Fehrm Subscription Required Introduction April 20, 2017, © Leeham Co.: After defining the fuselage and wings, it’s now time for the engines. We go through the sizing criteria for engines for airliners and find the size… Read More
Posted on April 20, 2017 by Bjorn Fehrm
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
Posted on April 17, 2017 by Scott Hamilton
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
Posted on February 16, 2017 by Scott Hamilton