Pontifications: Derivatives at Boeing

May 9, 2016, © Leeham Co.: Last week proved to be significant when the CEO of The Boeing Co. and the head of the 737 MAX program each said the company is looking at revising its smallest member… Read More

Embraer 1Q2016 results: Strong start to the year

By Bjorn Fehrm 3 May 2016, ©. Leeham Co: Embraer has made a good start to 2016. Group revenue for 1Q2016 was $1,309m compared to $1,056m 1Q2015, up 24% year on year. EBIT was $86m compared with $80m a… Read More

Bombardier’s onerous $500m loss demystified

By Bjorn Fehrm Subscription required Introduction May 2, 2016, © Leeham Co: Bombardier announced a game-changing order from Delta Air Lines for its C Series program last week. In the midst of the celebration and well wishing came… Read More

Airbus Group 1Q 2016 results: Slow start to the year, guidance maintained.

By Bjorn Fehrm 28 April 2016, ©. Leeham Co: Airbus Group has had a slow start to 2016. Deliveries of A320neo, A350 and A400M are slowed by problems with engine and cabin suppliers. Only 127 aircraft were delivered out… Read More

Pontifications: Earnings week for Airbus, Boeing, Bombardier and Embraer

April 25, 2016, © Leeham Co.: Airbus, Boeing, Bombardier and Embraer having their first quarter earnings call this week. Bombardier also has its Annual General Meeting concurrent with its 1Q earnings on Friday. The big anticipation will be… Read More

Can Bombardier extend CS300 to a CS500? Part 3.

By Bjorn Fehrm Subscription required Introduction April 25, 2016, ©. Leeham Co: We will now finish our series where we look into how big an undertaking a CS300 stretch to a 150 seater would be for Bombardier. The… Read More

Can Bombardier extend CS300 to a CS500?

By Bjorn Fehrm Subscription required Introduction April 14, 2016, ©. Leeham Co: Bombardier is working hard to get additional mainline airline customers for its C Series project. The latest discussion is whether Delta Air Lines would replace its… Read More

Alcoa lowers guidance, cites slowing jet sales, production ramp up

April 13, 2016, © Leeham Co.: Alcoa, a major supplier to Airbus and Boeing, lowered its 2016 guidance on anticipated lower demand for aluminum on lower orders for legacy commercial airliners and a slower than expected transition to… Read More

Virgin America does have some attractive attributes

March 29, 2016, © Leeham Co.: A report that JetBlue and Alaska Airlines submitted bids to buy Virgin America spurs the thought: this isn’t as wacky as it appears on the surface. When news emerged last week that… Read More

IRKUT MC-21 analysis, Part 4. Performance with PD-14

By Bjorn Fehrm Subscription required. Introduction March. 14, 2016, ©. Leeham Co: In three articles we have been looking at the new Russian single aisle aircraft, Irkut MC-21, from United Aircraft and the new Russian engine that is being… Read More