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Teal Group gathers, classifies, and analyzes information from a wide range of sources. Our analysts publish News Briefs several times a year. Subscribe via email to receive each News Brief when it is published or join our mailing list to receive updates quarterly.

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News Briefs

April 24, 2015

Airbus A380

Richard Aboulafia

Airbus A380

Airbus wanted to beat Boeing. To get beyond 50% of the market, it needed some serious product line investment. The A380 offered the biggest investment they could make before their ownership went fully public. It also offered the biggest psychological statement about beating Boeing in its (former) core jetliner market.

Unfortunately, Airbus chose to attack what is also the least important segment (5% of the total market, at best). Aside from a limited pool of up-front customers, the A380 is al- most irrelevant in today’s market environment. This is a two-per-month segment.

January 08, 2015

Aircraft Highs and Lows for 2014

Richard L. Aboulafia, Vice President, Analysis

Aircraft Highs and Lows for 2014

Sure, I could write yet another piece about the A380. My favorite target was back in the news for all the wrong reasons this month. Airbus spent its investors' conference grappling with the A380's grim commercial situation, with one executive implying that the plane could die in a few years and another promising that it would be rejuvenated with new engines. There's so much to say about this. 

December 20, 2014

Highly Impressed With Embraer

Richard L. Aboulafia, Vice President, Analysis

Highly Impressed With Embraer

To paraphrase Churchill, for decades I've had my own ideas about Embraer, and I didn't want them changed by any Embraerians. I'd always respected Embraer, as does much of the aerospace industry – if aerospace companies were restaurants, Embraer would be the restaurant all the other chefs visited on their days off – but until this month, I'd never visited São José dos Campos.

January 19, 2015

Strength of the US Defense Industry

Philip Finnegan, Director, Corporate Analysis

Despite its current strength, the US defense industry faces serious is sues for its future international competitiveness. The challenges stem from changes within industry itself and from US government policies.

One of the major changes in the outlook for US industry comes from the change in culture in the industry towards an increasingly short-term focus. Now there is a serious effort by defense companies to turn much, if not all, of their available cash flow to stock purchases and dividend increases. The result has been that defense stocks have out per formed the over all S&P 500 for the past decade. That is increasingly difficult to change as time goes on and shareholders grow to expect it and the industry attracts a shareholder base that relies on a high yield.

December 20, 2014

Orion: On Our Way to Mars Again?

Marco A. Caceres, Senior Space Analyst

Orion: On Our Way to Mars Again?

In the midst of a series of technical glitches that delayed the planned launch of the Orion capsule by a Delta IV rocket on Thursday, NASA Administrator Charles Bolden is reported to have told NBC News, "We're now on the way to Mars, and that's what's most important." Uh, no. First of all, we're not anywhere close to being on our way to Mars, or even the Moon, for that matter.

December 05, 2014

Reengining Works Great. What About Retrofits?

Richard L. Aboulafia, Vice President, Analysis

Reengining Works Great. What About Retrofits?

With the remarkable commercial success of Airbus's A320neo family, Boeing's 737 MAX series and Embraer's E2 70/110-seat jets, it's clear the market is very happy with reengined jetliners. These new products, and other reengined aircraft, have already racked up more than 6,000 new orders over the past three years.

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