Note: United Technologies Corp (UTC) is holding its annual Media Days today and tomorrow. We’re providing reporting from the event. This is the first time in our long participation that UTC Aerospace Systems is presenting. UTAS is a… Read More
Posted on June 6, 2016 by Scott Hamilton
By Bjorn Fehrm Subscription required Introduction June 6, 2016, ©. Leeham Co: In January last year I had a discussion with Airbus CEO Fabrice Bregier regarding the innovation level at Airbus. The background to the discussion was that… Read More
Posted on June 6, 2016 by Bjorn Fehrm
By Bjorn Fehrm Subscription required Introduction June 1, 2016, ©. Leeham Co: With the large aircraft development programs being on the way to fade out and give way to incremental improvement programs, Airbus is shifting its focus onto making… Read More
Posted on June 1, 2016 by Bjorn Fehrm
May 30, 2016, © Leeham Co.: We at Leeham Co. and Leeham News and Comment take some risk when we make analyses, forecasts, projections and predictions. These often put us out on a limb, open us to criticism and even… Read More
Posted on May 30, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, E-Jet, Embraer, Pontifications, United Airlines
717, 737-10, 737-7, 737-7.5, 737-700, 737-7X, 737-8, 747-400, 747-8, 777, 777 Classic, 777X, A320, A350, Airbus, Boeing, CS300, Delta Air Lines, E190, Embraer, John Leahy, MAX 10, MAX 200, MAX 7.5, MAX 8, Midway Airport, Moody's, Ray Conner, Tom Wiliams, United Airlines
Subscription Required. Introduction May 26, 2016, © Leeham Co.: A softening of trans-Atlantic air traffic, with declining yields and passenger demand, raises anew concerns that there is an oversupply and over-ordering of twin-aisle aircraft. Air Lease Corp. addressed… Read More
Posted on May 26, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, Delta Air Lines, Premium
747-8, 757-200W, 767-300ER, 777 Classic, 777X, 787, A330, A350, A380, Aeroflot, Air Lease Corp., Airbus, Boeing, Delta Air Lines, Egyptair, Hong Kong Airlines, Icelandair, John Plueger, Kingfisher Airlines, Lufthansa Airlines, MS804, Norwegian Air Shuttle, Steven Udvar-Hazy, WestJet
By Bjorn Fehrm May 26, 2016, ©. Leeham Co: Finnair could tell the participants on its Capital Markets Day yesterday that its Asia expansion plans are going better than planned. Being the Finnish national flag carrier, Finnair has had… Read More
May 10, 2016: Airbus and Boeing split the leads for orders year-to-date through April 30 (May 2), following the monthly total released today by Airbus. Airbus led in wide-body orders by a wide margin. Boeing thumped Airbus in… Read More
29April 2016, ©. Leeham Co: With the order by Delta Air Lines, the Bombardier C Series has taken the step up to be a viable alternative to Airbus’ and Boeing’s single aisle 130-150 seat aircraft. In my description of… Read More
Posted on April 29, 2016 by Bjorn Fehrm
By Bjorn Fehrm 28 April 2016, ©. Leeham Co: Airbus Group has had a slow start to 2016. Deliveries of A320neo, A350 and A400M are slowed by problems with engine and cabin suppliers. Only 127 aircraft were delivered out… Read More
Posted on April 28, 2016 by Bjorn Fehrm
C Series charge spotlights 787 deferred costs
Subscription Required May 4, 2016: (c) Leeham Co.: The $500m charge reported last week by Bombardier for 127 recent orders for its C Series resulted in shining the spotlight on Boeing’s deferred production costs for the 787. As LNC… Read More
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Posted on May 5, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, Delta Air Lines, Leeham News and Comment, Premium
787, 787-9, A330ceo, A330neo, A350, A350-900, Air Baltic, Air Canada, Airbus, Bank of America Merrill Lynch, Credit Suisse, Delta Air Lines, Dominic Gates, program accounting, Rob Spingarn, Ron Epstein, Seattle Times, unit cost accounting