Farnborough Air Show Archives - Page 8 of 8

Paris Air Show Preview: Airbus

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Introduction

May 3, 2015, c. Leeham Co. The Paris Air Show is June 15-19 for the trade/industrial portion. Beginning this week, Leeham News and Comment will provide our Market Assessment and insight about what to expect. We begin this weekly exercise by looking at Airbus. Future posts will look at Boeing, Bombardier, Embraer and other major players at the PAS.

Summary

First, an overarching look at what to expect;
What to expect for Airbus at the show;
The future of the A380neo;
Outlook for the A330ceo/neo; and
Outlook for the A321LR.

2 Comments

Posted on May 3, 2015 by Scott Hamilton

Airbus, Boeing, Bombardier, Embraer, Emirates Airlines, Engine Alliance, Farnborough Air Show, GE Aviation, Irkut, Mitsubishi, Paris Air Show, Pratt & Whitney, Premium, Rolls-Royce

737, 757, 787-10, 787-9, A320NEO, A321LR, A330ceo, A330neo, A350, A380, Airbus, Boeing, Bombardier, Comac, Embraer, Farnborough Air Show, Irkut, Mitsubishi, Paris Air Show

Qantas defers 787s, Boeing gears up response to A330neo

Financially ailing Qantas Airways has deferred some of its order for Boeing 787s, a move that ordinarily would be seen as a negative to Boeing. But in this case, it comes at an opportune time that will actually help Boeing respond to the Airbus A330neo.

Qantas’ deferral is from 2016 to 2017 and only for a few airlines. But having posted a record loss and previously canceled and deferred aircraft, we wouldn’t be surprised if this happens again.

The A330neo is planned to enter service in 4Q2017. Airbus is counting on near-term availability to help sales.

59 Comments

Posted on August 28, 2014 by Scott Hamilton

Airbus, Boeing, Farnborough Air Show

787, A330neo, Airbus, Boeing, Farnborough Air Show

GE analysis post Farnborough

Our wrap up of Farnborough would be incomplete without looking closer at the world’s leading engine supplier, GE Aviation, which together with partners (like SAFRAN in CFM joint venture) garnered more than $36 Billion in orders and commitments during the show. This figure was only significantly bettered by Airbus ($75 Billion) and it came close to Boeing’s $40 Billion. With such level of business the claim by GE Aviation CEO, David Joyce, that the Airbus A330neo engine business was not the right thing for GE as they have more business than then they know what to do with, was certainly no case of “sour grapes”. Read more

68 Comments

Posted on July 28, 2014 by Bjorn Fehrm

Airbus, Airlines, Boeing, Bombardier, CFM, Comac, CSeries, Embraer, Farnborough Air Show, GE Aviation, Leeham News and Comment, Pratt & Whitney, Rolls-Royce, Uncategorized

737 MAX, 777, 777-300ER, 777X, 787, A320NEO, A330neo, Airbus, Boeing, Bombardier, CFM, Embraer, Pratt & Whitney, Rolls-Royce

Odds and Ends: Some FAS leftovers–a big CSeries order?; EMB lands 60; and more

Farnborough Air Show leftovers:

Big CSeries order coming? Flight Global reports that lessor Macquarie Airfinance is about ready to sign a deal for 50 Bombardier CSeries. If true, this would be a major departure for the lessor, which historically hasn’t placed speculative orders–and it would be a major boost for Bombardier. The Flight Global report doesn’t say if this would be 50 firm or a combination of firm and options. BBD and MAF didn’t comment for Flight. We reached out to MAF and received this response:

“The Flightglobal release was concocted on a rumour and we don’t comment on rumours. You know how it is with lessors. We’re constantly considering every aircraft type that could provide us with value-adding opportunities.”

Bombardier has been selling the CSeries in small numbers, often to second or third tier, and even start-up carriers, a path Boeing took in the early days of the 737-200 program. Airbus relied heavily on lessors for early A320 orders. Boutique lessor LCI was a launch customer for the airplane, and Falko Regional Aircraft Leasing became a customer at FAS.

BBD now has 513 orders and commitments for CSeries.

65 Comments

Posted on July 20, 2014 by Scott Hamilton

Airbus, Bombardier, CSeries, Embraer, Farnborough Air Show, Pratt & Whitney

A320NEO, Airbus, Bombardier, CSeries, E-190, E-190E2, E-Jet, E-Jet E2, Embraer, Falko Regional Aircraft Leasing, GTF, LCI, Macquarie Airfinance, Pratt & Whitney

Farnborough Air Show, July 17: Orders summary, reflections of the show

Orders continued to trickle in as the Farnborough Air Show winds down (there could be others not listed here).

Airbus: Transaero, LOI for 12 A330neos and eight A330ceos; Hong Kong Aviation Capital firms up an order for 40 A320neo and 30 A321neo aircraft, announced at the Paris Air Show last year. Here is the Airbus wrap up press release.
Boeing: Summarizes its performance at FAS with this press release; 201 orders and commitments.

Items of interest:

Emirates Airlines says it could order 60-80 A380s if Airbus proceeds with a neo.

Overall reflections:

18 Comments

Posted on July 17, 2014 by Scott Hamilton

Airbus, ATR, Boeing, Bombardier, CFM, CSeries, Embraer, Farnborough Air Show, Mitsubishi, Pratt & Whitney

787-10, 787-8, 787-9, A330neo, Airbus, Boeing, CFM, CSeries, E-Jet, E-Jet E2, Embraer, Farnborough Air Show, Mitsubishi, MRJ90, Pratt & Whitney, UBS

Farnborough Air Show, July 16: MRJ program analysis

After a long drought of orders or even LOIs and MOUs, the Mitsubishi MRJ program saw some life at this Farnborough Air Show.

Sales of Japan’s first commercial airplane since the propeller-era’s YS-11 stalled with orders from SkyWest Airlines, Trans States Airlines and Japan’s ANA.

But at the FAS, Mitsubishi announced an MOU with Eastern Air Lines, a US start-up carrier, for up to 40 and a much smaller order for six from Air Mandalay.

The Eastern MOU can fairly come under scrutiny if for no other reason than the company is a start-up. Little is known about its financial fund raising and the business model–to begin as a charter airline and transition to a scheduled carrier in the highly competitive US Southeast–doesn’t instill a lot of confidence. EAL, named after the old trunk carrier that went out of business in 1991, has also ordered the Boeing 737-800 after initially announcing plans to begin service with the Airbus A320.

1 Comment

Posted on July 15, 2014 by Scott Hamilton

Bombardier, CSeries, Embraer, Farnborough Air Show, Mitsubishi, Pratt & Whitney

Bombardier, CS100, CSeries, E-170, E-190, E-195 E2, E-Jet, E-Jet E2, E175, Embraer, Farnborough Air Show, GTF, Mitsubishi, MRJ90, Pratt & Whitney, Pratt & Whitney GTF

Farnborough Air Show, July 15: WA State and Mitsubishi; PW GTF issue revealed, finally;

The news that Mitsubishi will stage flight testing for its new MRJ 90-seat jet program at Moses Lake (WA) is, parochially, good news. And it is exactly the type of non-industrial aerospace business that we’ve been advocating for Washington since our consulting days to the State Department of Commerce in 2010, and during our tenure as a member of the Board of Directors for the Pacific Northwest Aerospace Alliance (PNAA) for three years (2010-2013).

Washington, understandably, has been married to, and focused on, industrial aerospace. Boeing is here, of course. The supply based the supports Boeing has a huge footprint in Washington. But industrial business is highly capital-intensive, and winning this business is highly competitive.

3 Comments

Posted on July 15, 2014 by Scott Hamilton

Airbus, Boeing, Bombardier, CSeries, Embraer, Farnborough Air Show, Mitsubishi, Pratt & Whitney

777-9, 777X, Airbus, Beyond Boeing, Boeing, Bombardier, CSeries, Embraer, Farnborough Air Show, Gov. Christine Gregoire, Gov. Jay Inslee, GTF, Japan Air Lines, Jim McNerney, Mitsubishi, Mitsubishi MRJ, Pratt & Whitney, Pratt & Whitney GTF, Space Shuttle

Airbus A330-800 and -900neo, first analysis

Airbus cleared the air about the A330neo, which we concluded was a must last December, and made the 2014 Farnborough Airshow go off to an exciting start. A lot has been speculated about the A330neo, and in the end it did come out a bit stronger than what most had anticipated. Some of that is marketing but a lot is real, and here we give a first assessment of what was launched.

Let’s start with the specifics as given by Airbus and Rolls-Royce today in presentations and discussions. Here are the A330-800neo and -900neo’s main features: Read more

69 Comments

Posted on July 14, 2014 by Bjorn Fehrm

Airbus, Airlines, Boeing, EADS, Farnborough Air Show, Leeham News and Comment, Rolls-Royce, Uncategorized

777X, 787, A330, A330neo, A350, Airbus, Boeing, Rolls-Royce

Looking ahead to 2013 in Commercial Aviation

Last year yielded a few surprises in an otherwise predictable year.

Jim Albaugh shocked the aviation world when he retired unexpectedly at age 62. He was expected to remain in his position as CEO of Boeing Commercial Airplanes until mandatory retirement at 65.

EADS CEO Tom Enders unleashed a surprise merger proposal with BAE Systems. The deal didn’t work due to German government opposition, but he ultimately accomplished a governance restructuring—a key objective of the merger—that will reduce government meddling in the future.

Those were about it. Boeing’s much-anticipated Authority to Offer the 777X didn’t happen. ATO for the 787-10 was stealthily granted. Airbus and Bombardier, to no surprise, delayed the A350 and CSeries by a few months. Boeing came roaring back to become sales leader for the first time in about a decade, on the strength of 737 MAX sales.

What’s ahead for 2013? Here’s what we see.

Overview

With the spurt of 737 MAX sales over, narrow-body sales competition between Airbus and Boeing should return to normalcy. Will twin-aisle sales become the next growth market because of the first flight of the A350 and the program launch of the 7870-10? Will ATO of the 777X evolve into a program launch as well? Will Bombardier’s first flight of the CSeries and subsequent testing validate its claims for the new technology airplane and finally spur a large number of sales of the “show me” crowd?

Here’s our OEM-by-OEM rundown.

17 Comments

Posted on January 2, 2013 by Scott Hamilton

Airbus, ATR, Boeing, Bombardier, CFM, Comac, CSeries, EADS, Embrarer, Farnborough Air Show, Pratt & Whitney, Rolls-Royce, Sukhoi

737, 747-8, 767, 777, 777X, 787, A320, A330, A350, A380, Airbus, ARJ-21, ATR, ATR72, Boeing, Bombardier, C919, Comac, Embraer, GEnx, GTF, Irkut, LEAP, Mitsubishi, Pratt & Whitney, Rolls-Royce, SSJ-100, Sukhoi, Trent 1000-Plus

2011 Outlook for Aerospace

Note: this is unusually long, 11 pages when printed.

The new year is here and it is time for our annual look-ahead for the big OEMs.

On a macro level, 2011 should be a good year. Airline passenger and cargo traffic recovery should continue. The global economy also is recovering, but it is almost painfully slow to do so. Still, this is better than some of the alternatives.

Airlines and lessors are likely to continue their order stream that resumed in mid-2010 at the Farnborough Air Show. There could be some key orders that will influence the OEMs and their strategies going forward.

On the military front, we are much more limited in our tracking. We follow the KC-X tanker program because the offerings are based on commercial airliners. We slightly follow the P-8A Poseidon for the same reason, but Boeing pretty much has the monopoly for this type airplane, so there isn’t much to follow.

We do closely follow cybersecurity issues, if for no other reason than it is so important but also because key aerospace companies, including Boeing, have major efforts in this arena.

But by and large, we focus on the OEMs, the emerging competitors and the new engines.

So let’s get to it.

10 Comments

Posted on January 3, 2011 by Scott Hamilton

air force tanker, Airbus, AirInsight, Boeing, Bombardier, Comac, CSeries, EADS, Embraer, Farnborough Air Show, Pratt & Whitney

737, A320, A320NEO, Airbus, AVIC, Boeing, Bombardier, CFM International, Comac, CSeries, Embraer, Geared Turbo Fan, GTF, LEAP-X

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Leeham News and Analysis

There's more to real news than a news release.

Leeham News and Analysis

Paris Air Show Preview: Airbus

Qantas defers 787s, Boeing gears up response to A330neo

GE analysis post Farnborough

Odds and Ends: Some FAS leftovers–a big CSeries order?; EMB lands 60; and more

Farnborough Air Show, July 17: Orders summary, reflections of the show

Farnborough Air Show, July 16: MRJ program analysis

Farnborough Air Show, July 15: WA State and Mitsubishi; PW GTF issue revealed, finally;

Airbus A330-800 and -900neo, first analysis

Looking ahead to 2013 in Commercial Aviation

2011 Outlook for Aerospace

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