UTC-Collins merger creates super-supplier

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Airbus poised to out-deliver Boeing in 2019

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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

Airbus, Boeing cost-cutting

Sept. 20, 2016: Airbus is planning cost-cutting measures to offset program write-offs and delivery delays, according to The Financial Times. One of these delays involves the well-publicized problems with the Pratt & Whitney Geared Turbo Fan engine on… 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

Pontifications: Airbus CXLs A320, A350 August vacations

June 20, 2016, © Leeham Co.: Airbus officials canceled the annual August vacations in Europe for the A320 and A350 production lines. The A320neo and A350-900 are backing up on the delivery lines because of supplier issues with the… 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

Airbus needs more vertical integration, says official

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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