CSeries effect on Airbus, Boeing product strategies

Subscription Required Introduction Nov. 6, 2017, © Leeham Co.: Boeing took a pass on assuming ownership of the Bombardier CSeries, according to a report in the Toronto Globe and Mail—the same deal rival Airbus took. In doing so,… Read More

50% increase in CSeries sales forecast–but what does this mean?

Nov. 1, 2017, © Leeham Co.: For years, Bombardier forecast the 20-year market demand in the 100-150 seat sector as between 6,000 and 7,200, depending on the year of the forecast. Airbus in 2014, the last year the… Read More

Assessing Alaska Air Group’s fleet requirements

Subscription Required Introduction Oct. 27, 2017, © Leeham Co.: Alaska Airlines Group (AAG) acquired Virgin America (VA) and with it, Virgin’s exclusive fleet of Airbus A320ceos with orders for A320neos and A321neos. With Alaska Airlines (AS) being an… Read More

Bombardier upbeat on CSeries deal, but Moody’s sees higher risk of debt default

Oct. 26, 2017, © Leeham Co.: Bombardier and Airbus put a positive face on the former’s acquisition of 50.01% of the CSeries program, but Moody’s credit rating service wasn’t impressed. The agency downgraded Bombardier’s already poor credit rating… Read More

Boeing-Embraer venture in response to Airbus-Bombardier? Don’t count on it

Subscription Required Introduction Oct. 23, 2017, © Leeham Co.: With the tie-up announced last Monday between Airbus and Bombardier for the CSeries, speculation immediately turned to whether Boeing and Embraer will join forces in some fashion in response…. Read More

Assessing the Airbus-Bombardier deal

Oct. 17, 2017, © Leeham Co.: The Airbus-Bombardier transaction announced yesterday has implications well beyond the United States, which has been much of the focus of analysis post-announcement. The analysis focused on the US is natural, given the… Read More

Pontifications: Playing catch-up

Oct. 9, 2017, © Leeham Co.: Recent weeks have been dominated by the news of the Boeing-Bombardier trade complaint. More is to come before and after the end of the year. It’s time to catch up on some… Read More

American wants to decide A350 fate within six months

Sept. 28, 2017, © Leeham Co., Grapevine (TX): American Airlines would like to decide within six months what it will do with its order for 22 Airbus A350-900s, a left-over deal from US Airways before the latter acquired… Read More

Delta asks Commerce to redefine scope of Boeing-Bombardier case

Aug. 8, 2017, © Leeham Co.: Delta Air Lines asked the US Department of Commerce to redefine the scope of the Boeing complaint of Bombardier price dumping in its CS100 order with the carrier, filings at DOC show…. Read More

Mid-Year production/delivery update: Bombardier, Embraer

Subscription Required Introduction July 31, 2017, © Leeham Co.: It’s time for our mid-year update of the Big Four airframe manufacturers and their production/delivery outlooks. Our update is through June 30. Although Boeing provides weekly order updates, Airbus,… Read More