Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 6. January 24, 2025
- Boeing came close to running out of cash in 4th quarter January 23, 2025
- Hexcel Earnings: Returning to Pre-Pandemic Revenues, Ready for Rate Increases, but MAX Remains A Wild Card January 23, 2025
- GE FY and Q4 2024 Earnings Power Above Consensus Driven By Services While LEAP Makes Durability Strides January 23, 2025
- Earnings: Pay closer attention to the supply chain than to the OEMs January 23, 2025
UTC-Collins merger creates super-supplier
Subscriptions Required By Bryan Corliss Jan. 28, 2019, © Leeham News: You might have missed it over the holidays, but something happened about the time you polished off the last of your Thanksgiving leftovers that just might have… Read More
Pontifications: Rockwell buying B/E Aerospace: getting out while the getting is good?
Oct. 24, 2016, © Leeham Co.: An announcement Sunday by supplier Rockwell Collins (NYSE:COL) that it will acquire B/E Aerospace (NYSE: BEAV) for $6.5bn caught analysts by surprise. The price tag rises to $8.3bn when assumption of BEAV’s… Read More
Weekly analyst update: focus on Boeing, Zodiac and defense stocks
Sept. 21, 2016: Today’s weekly analyst synopsis includes commentary on the US presidential election on defense stocks; some updates about Boeing and its recent appearance before the Morgan Stanley conference; and improvements at Zodiac, which affect Airbus. Analysts… Read More
Fuel prices rising, muted wide-body demand noted by analysts
June 22, 2016: Our weekly synopsis of select analyst notes point to increasing fuel costs and weak wide-body demand, among other things, as issues to consider. Highlights: A350 deliveries at risk due to Zodiac supplier issues. (Buckingham.)… Read More
Airbus will recover 2016 production
By Bjorn Fehrm in Hamburg Introduction May 30, 2016, ©. Leeham Co: Airbus has got off to a slow start for A320neo and A350 production this year. The Airbus Hamburg and Toulouse airfields are filled with A320neo aircraft… Read More
Pontifications: Meet the “A320neo MAX 195”
April 6, 2015: There is a saying in America: keeping up with the Joneses. This means that if your neighbor buys something, you have to go buy something similar to “keep up.” In the case of commercial aviation,… Read More
Airbus needs more vertical integration, says official
Subscription Required Introduction John Leahy, chief operating officer-customers. Airbus photo. March 3, 2016, © Leeham Co.: Airbus may well have avoided the supplier-driven delivery delays on its A350s had the company brought some key work in-house and become… Read More
Share this:
3 Comments
Posted on March 3, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CFM, CSeries, ISTAT, Leeham News and Comment, Pratt & Whitney, Premium
737-7, 737-700, 787, A319, A320NEO, A330-900, A350, Airbus, Boeing, CFM, GTF, ISTAT, John Leahy, LEAP, Pratt & Whitney, Zodiac