Pontifications: Bad week for aerospace stocks

Feb. 1, 2016, © Leeham Co. Ouch. Boeing stock tanked about 10% last Wednesday when the company surprised analysts with unexpected news and below expectations 2016 guidance. Bombardier became a penny stock. What the heck happened?

The turbo-prop conundrum: small market, high costs

ATR Turbo-prop. Photo via Google images. Subscription Required Introduction ATR and Bombardier are incumbents. China has a home-market offering. Indonesia and India want to create a product. It’s the 60-seat and up turbo-prop market. It’s too many companies… Read More

What’s the trouble with Bombardier and the CSeries?

By Bjorn Fehrm Subscription required. Introduction Oct. 26, 2015, ©. Leeham Co: Bombardier (BBD) and the CSeries have been in the headlines for weeks. The CSeries development has taken longer than planned, with a cost overrun of approximately $2bn…. Read More

CSeries dilemma: a saga of missed opportunities, bad decisions, stiff competition

Oct. 12, 2015, © Leeham Co.: The news agencies, stock markets and aerospace analysts last week went wild when Reuters reported there were talks going on between Bombardier and Airbus whereby the latter would take a majority stake… Read More

Assessing the China market

Subscription required. Introduction Sept. 30, 2015, (c) Leeham Co.: The Boeing deals announced last week with China put the country into the spotlight about its commercial aviation ambitions. For many, the various deals announced by Boeing raise alarm… Read More

Flying CS100 over a noise-sensitive airport

Bombardier’s CS100 made its first visit to Toronto today and in the process overflew the City’s Billy Bishop Airport, which is located just off downtown in a noise-sensitive area. Porter Airlines, which is based at Billy Bishop, has… Read More

Embraer faces new challenge from MRJ90

Part 2 Sept. 10, 2015, © Leeham Co. Embraer is the dominant producer of commercial aircraft in the 70-125 seat sector, having overtaken Bombardier in the last decade following the development and 2004 introduction of the E-Jet. Bombardier’s CRJ… Read More

Bombardier reports lower 2Q2015 income

July 30, 2015: Bombardier reported lower net income on slightly higher revenues for the second quarter. The press release is here. The earnings call presentation is here. Bombardier-Q2-2015-Presentation-20150730-en “Overall, the second quarter was in line with plan in terms… Read More

Bombardier makes it official: CSeries exceeds advertised numbers

Ross Mitchell, VP of Business Acquisitions, Bombardier, discusses cabin modularity and flexibility for the CSeries at the 2015 Paris Air Show. June 14, 2015, Paris Air Show: Bombardier made it official today, the pre-event of the opening of… Read More

Paris Air Show: Bombardier

Subscription Required. Introduction March 17, 2015, c. Leeham Co.: Bombardier and air shows just don’t get along. In 2009, there was wide anticipation at the Paris Air Show that BBD would announce a deal with Qatar Airways for… Read More