Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, Leeham News and Comment, United Airlines
737-10, 737-200, 737-300, 737-500, 737-600, 737-7, 737-7.5, 737-700, 737-7X, 737-8, 737-800, 737-9, 737-900, 737-900ER, 757, 767-200ER, 767-300ER, 787-8, A318, A319, A319ceo, A319neo, A320, A320NEO, A321, A321NEO, A330-200, A330-300, Airbus, Boeing, Bombardier, C Series, CS300, Delta Air Lines, Dennis Muilenburg, Jon Ostrower, Randy Tinseth, Ray Conner, Southwest Airlines, United Airlines, Wall Street Journal, WestJet
737-7X, 737-10 studies illustrate Boeing weakness in single-aisle market
Subscription Required Introduction April 27, 2016 © Leeham Co.: News that Boeing plans to develop a “737-7.5” MAX, following on the prospect of a “737-10” stretch of the 737-9 illustrates just how weak its single aisle product strategy… Read More
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Posted on April 27, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, Leeham News and Comment, United Airlines
737-10, 737-200, 737-300, 737-500, 737-600, 737-7, 737-7.5, 737-700, 737-7X, 737-8, 737-800, 737-9, 737-900, 737-900ER, 757, 767-200ER, 767-300ER, 787-8, A318, A319, A319ceo, A319neo, A320, A320NEO, A321, A321NEO, A330-200, A330-300, Airbus, Boeing, Bombardier, C Series, CS300, Delta Air Lines, Dennis Muilenburg, Jon Ostrower, Randy Tinseth, Ray Conner, Southwest Airlines, United Airlines, Wall Street Journal, WestJet
Bombardier’s Delta deal looking good, but don’t celebrate yet
Subscription Required Introduction Air Baltic will be the first operator of the Bombardier CS300. Source: Bombardier. April 18, 2016, © Leeham Co.: Bombardier, if it didn’t dominate the news cycle in commercial aviation last week, must have come… Read More
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Posted on April 18, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, Bombardier, CSeries, Delta Air Lines, E-Jet, Embraer, Leeham News and Comment, Premium, United Airlines
737-700, A319, A321ceo, Air Canada, Airbus, Boeing, Bombardier, C Series, CS100, CS300, Delta Air Lines, E195 E2, E195-E1, Embraer, United Airlines
Pontifications: Airbus, Boeing, Bombardier and export credit support
April 18, 2016, © Leeham Co.: Export Credit for airliners was back in the news last week, with the US taking aim at the prospect of Canada’s agency supporting sales of the Bombardier C Series to the US… Read More
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Posted on April 18, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, ExIm Bank, Pontifications
737-7, 737-700, A319, Airbus, Boeing, Bombardier, C Series, Charlie Brown, CS300, Dennis Muilenburg, ExIm
Prices set for years, Boeing cost-cutting goes straight to bottom line
April 12, 2016: Prices for Boeing and Airbus planes are set through the remaining decade, meaning any cost-cutting being pursued by Boeing will flow straight to the bottom line, a new note issued yesterday from Bernstein Research concludes…. Read More
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Posted on April 12, 2016 by Scott Hamilton
Airbus, Boeing, Middle of the Market, MOM, United Airlines
737-700, 737-9, 757 replacement, 777 Classic, 777X, 787, A321NEO, Airbus, Boeing, Middle of the Market airplane, MOM, United Airlines
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
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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
In strategy shift, Boeing backs 7 MAX: sources
Feb. 22, 2016, (c) Leeham Co. In a shift in strategy, Boeing is now fully backing development of the 737-7 MAX instead of urging the only two customers that have ordered the airplane to up-gauge to the MAX… Read More
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Posted on February 22, 2016 by Scott Hamilton
Airlines, Boeing, Bombardier, CSeries, Embraer
737-7 MAX, 737-700, 777-300ER, Boeing, Bombardier, C Series, CS100, EJet E2, Embraer, Southwest Airlines, WestJet
Pontifications: Dissecting Boeing’s 2016 delivery guidance
Feb. 8, 2016, © Leeham Co.: Boeing’s surprise guidance for 2016 for fewer deliveries on the 737 and 767 lines raised as many questions as officials answered on the Jan. 27 earnings call. The lower guidance led to… Read More
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Posted on February 8, 2016 by Scott Hamilton
air force tanker, Boeing, Pontifications, United Airlines
737 MAX, 737-700, 737NG, 777 Classic, Boeing, David Strauss, KC-46A, UBS
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?
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Posted on February 1, 2016 by Scott Hamilton
Alaska Airlines, ATR, Boeing, Bombardier, Embraer, Pontifications, United Airlines
737 MAX, 737-700, 767, 777, Alaska Airlines, ATR, Boeing, Bombardier, C Series, CRJ900, E-175, Embraer, Porter Airlines, Q400, United Airlines
Boeing earnings call: will Muilenburg be more forthcoming than McNerney?
See Scott Hamilton’s new column with Forbes on-line, It’s time for hard questions for Boeing. Jan. 26, 2016, © Leeham Co. Boeing’s earnings call tomorrow could have additional revelations about the 777 production rate and how its cash… Read More
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Posted on January 26, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, United Airlines
737-700, 777, 777 Classic, 777X, A319, Airbus, Alaska Airlines, Boeing, Bombardier, Buckingham Research, Dennis Muilenburg, Jim McNerney, Sam Pearlstein, Southwest Airlines, UBS, United Airlines, Wells Fargo
Pontifications: Shifting focus to Embraer
Jan. 25, 2016, © Leeham Co. Embraer announced last week it had cut metal on its first E195 E2, more than a month before the roll-out of the first E190 E2, scheduled for Feb. 25, at is Sao… Read More
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Posted on January 25, 2016 by Scott Hamilton
Airbus, Boeing, Comac, CSeries, Embraer, Irkut, Mitsubishi, United Airlines
737 MAX, 737-700, A319, A320NEO, A350, Airbus, ARJ21, Boeing, Bombardier, C919, Comac, CS100, CS300, E-175-E2, E-190 E2, E-195 E2, E-Jet E2, Embraer, Irkut, MC-21, United Airlines
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