2017: the year ahead

Subscription Required Introduction Jan. 3, 2017, © Leeham Co.: The New Year is here and it doesn’t look like a good one for commercial aerospace, if measured against previous outstanding years. There are some troubling signs ahead, piling… Read More

Resurgence for ERJ-145

Note: Nov. 24 and 25 are Thanksgiving Holidays in the US. Our next post will be Monday. Subscription Required Introduction Nov. 23, 2016, © Leeham Co.: The 50-seat regional jet market is dead. That’s the conventional wisdom. Well,… Read More

UBS puts Sell rating on Embraer

Nov. 22, 2016: UBS resumed coverage on Embraer (NYSE: ERJ) today, rating the stock a Sell. It is the only Sell rating among seven analysts previously covering the company; six are Buys and one is Hold. UBS rated… Read More

US, EU ignore Chinese, Russian subsidies

Nov. 15, 2016, © Leeham Co.: Government subsidies to commercial aircraft companies appear to be increasing despite the 12-year disputes before the World Trade Organization between Europe and the US over Airbus and Boeing aid. Yet the US… Read More

Clouds overhang Bombardier ahead of earnings call

Subscription Required Introduction Nov. 9, 2016, © Leeham Co.: Bombardier reports its 3Q2016 and nine month earnings Thursday and as the year prepares to enter its last 45 days, disappointment hangs over the company and the stock. Summary… Read More

Embraer 3Q2016 results: Stabilized situation

By Bjorn Fehrm 1 November  2016, ©. Leeham Co: Embraer reported slightly better than expected results for  3Q2016, with revenue up by 18% to $1,514m. Gross margin for the company is at a stable 19% (18% 3Q2015) and… Read More

Less desirable aircraft for lessors

Subscription Required Introduction Part 3: Oct. 24, 2016, © Leeham Co.: Lessors select aircraft to add to their portfolios based on several basic criteria: Is it a good airplane? How are the economics? Is there, or will there… Read More

Seventeen new, derivative aircraft to see EIS through 2020

Subscription Required Introduction Delivery of the first Bombardier CS300, to AirBaltic, next week kicks off entry-into-service for 17 airplanes through 2020. Bombardier photo. Oct. 20, 2016, © Leeham Co.: The past decade was a hive of activity as… Read More

Alcoa looks for weaker 2017: Weekly analyst synopsis

Oct. 20, 2016: This week’s analyst summaries focus on continuing delivery shortfalls at Airbus because of delays in receiving Pratt & Whitney GTF engines; continued expectations Boeing will reduce again the projected production rate of the 777 Classic;… Read More

Pontifications: A good week for Boeing wide-bodies

Oct. 17, 2016, © Leeham Co.: Boeing had a very good week for wide-body orders last week. It recorded 42 orders for the 787 and 10 for the 777-300ER. Thirty of the former and all of the latter… Read More