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Leeham News and Comment

Intelligence for the Aviation Industry: Value*Performance*Reliability
  1. Bjorn’s Corner: Keeping airliners operational. Part 1

    By Bjorn Fehrm April 20, 2017, ©. Leeham Co: We will start the series on keeping airliners operational by discussing how the structure is kept fit. There are three areas that are more key to flight safety of an... Read More

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  2. Boeing targets Bombardier for “dumping” CSeries in US

    April 27, 2017, © Leeham Co.: The Boeing Co. late today filed a petition with the US government, charging Bombardier with “dumping” the CSeries in its deal last year with Delta Air Lines for 75+50 CS100s. Delta can convert... Read More

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  3. Airbus group 1Q 2017 results: no surprises.

    By Bjorn Fehrm April 27, 2017, ©. Leeham Co: Airbus Group presented its first quarter results this morning. There were no surprises. Revenue and earnings were a bit lower than expected, but this is because a part of the... Read More

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  4. Could an NMA be made good enough? Part 6

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    The post Could an NMA be made good enough? Part 6 appeared first on Leeham News and Comment.

  5. Boeing 1Q earnings: revenues down, profits up

    April 26, 2017: Boeing today reported first quarter revenues that were lower in the year earlier period in part because of fewer commercial airplane deliveries, but the operating margin and net earnings were higher. There were fewer 737... Read More

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  6. Aeroflot, the route to a modern airline. Part 3

    By Bjorn Fehrm April 26, 2017, ©. Leeham Co: In our third article about Aeroflot, we cover the period from 2010 to today. During this period, Aeroflot started a strategic change. The airline decided to grow to a global world... Read More

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  7. Airbus earnings preview: supplier issues depress deliveries

    April 26, 2017: The Airbus 1Q2017 earnings call is tomorrow. Problems with the Pratt & Whitney GTF and slower-than-expected ramp-up of the CFM LEAP affected A320neo deliveries in the quarter. Continuing problems with interiors supply depressed A350 deliveries.... Read More

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  8. Boeing earnings preview: doubts about Global Services target

    April 25, 2017: Boeing’s first quarter earnings call is tomorrow. Focus is expected to be on its plans for expanding after-market services with its new business unit, Boeing Global Services. Earlier today, LNC posted a Special Report from... Read More

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  9. Boeing’s BHAG: Is $50bn Service Revenue Goal Achievable?

     Special to Leeham News and Comment By Kevin Michaels, Managing Director, AeroDynamic Advisory Business gurus Jim Collins and Jerry Porras coined the phrase “Big Hairy Audacious Goal” (BHAG) to describe a business objective which is highly ambitious, galvanizes... Read More

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  10. A330 easier to re-lease than 777

    This is the second of two Parts looking at the wide-body market April 25, 2017, © Leeham Co.: When lessors face re-leasing wide-body airplanes as lease terms expire, they face a far narrower market than for single-aisle airplanes.... Read More

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