Boeing stock sell-off on 777-200ER deal over-blown

Stock sell off on Boeing 777-200ER purchase price overblown. Wells Fargo stock downgrade the next day spurs larger sell-off. Credit Suisse takes a deep dive into Boeing cash flow. Accelerating PDPs, purchase payments continues to support cash flow…. Read More

Pontifications: Looking to year-end

Nov. 30, 2015, © Leeham Co.: One month to go to the end of 2015. What’s left to come? The first Boeing 737 MAX is rolling out of the factory Dec. 8. For reasons that defy obvious explanation,… Read More

Airbus ‘confident’ engine makers can ramp up production

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Pontifications: Airbus flies past Boeing in order race

Sept. 7, 2015, © Leeham Co.: Airbus flew past Boeing in the annual orders race when the August numbers were reported last week by both companies. With the order for 250 A320s finally firmed up by India’s Indigo Airlines… Read More

Bombardier scores huge deal at Russian air show

Bombardier scored a huge deal at the Russian air show, MAKS, with a letter of intent for an order for up to 100 Q400 turbo-props. The Q400 has been trailing rival ATR, which is half owned by Airbus… Read More

Odds and Ends: Price vs Price in Indian contest; China theat; 787 financial impact on Boeing

Price vs Price: More on the price war between Airbus and Boeing in the A320 v 737 contest. Dominic Gates of The Seattle Times has this analysis of hot contest to win an order from India’s Jet Airways,… Read More

Qantas, Transaero buy Airbus; Hazy cool to 737RE

AirInsight just posted three pieces about aircraft developments. One concerns the big order from Qantas for A320/A320neos, another is about the Transaero deal for the A320neo and the third is our report referenced in the 777 post below… Read More