Clicky

Month July 2019

Boeing O&D through June

2019 07 09 12 44 12

Here is our updated model. Gross orders 1H19: 108. Including contractual/accounting changes: -119 net (-180 737’s). The lack of MAX deliveries really tells on page 4 –  Delta took the most deliveries YTD, followed by the Tanker .  The 787-9…

Morning Call – Monday 8 July 2019

morning call e1597590495415

Commercial Aviation CRAIC CR929  program has received “commitments” from airlines in China and Russia – enough to finance several entirely new airplane models – Source: FlightGlobal Rolls-Royce’s Time To Branch Out? – Source: AvWeek Test pilots say Sikorsky’s S-97 Raider…

MAX cancellations

MAX8

Sunday’s news that Saudi LCC flyadeal canceled its MAX order garnered a lot of attention.  It should come as no surprise though.  Airlines sell their schedule up to 360 days in advance.  As we have seen with other aircraft program…

Morning Call – Monday 8 July 2019

morning call e1597590495415

Commercial Aviation Boeing share buybacks since 1998 have consumed $70 billion – enough to finance several entirely new airplane modelsBoeing share buybacks since 1998 have consumed $70 billion – enough to finance several entirely new airplane models – Source: SeattleTimes…