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
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
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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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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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
The post Boeing’s BHAG: Is $50bn Service Revenue Goal Achievable? appeared first on Leeham News and Comment.
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
This is Part 1 of a series looking at wide-body aircraft demand. April 24, 2017, © Leeham Co.: We’re in a five-year slump for wide-body aircraft orders, say veteran executives of a new leasing company. This means airlines... Read More
The post Pontifications: Five-year slump in wide-body demand seen, says lessor appeared first on Leeham News and Comment.
April 24, 2017, © Leeham Co.: AVi8 Air Capital is a new lessor with a different business model. Instead of the standard operating lease model, Avi8’s mission is to buy groups of airplanes from other lessors and later... Read More
The post AVi8 to be ‘clearing house’ for lessors, OEMs, airlines appeared first on Leeham News and Comment.