Today’s key stories focus on the aftermath of Boeing’s guilty plea, speculation about the new CEO, the loss of more than 100 net orders in June, and Southwest’s “dutch roll” incident with the 737 MAX 8. The implications of the…
Thanks to excellent work at Skailark, we have the first clues as to how well the C919 performs compared to its peers. Spoiler alert: The C919 is competitive We have been dismissive of COMAC’s ability to compete with the duopoly…
Here’s our updated model. Orders Gross orders 14: one MAX9 replacing the aircraft returned to Boeing; two MAX unidentified customers; four 777Fs for Turkish Airlines; seven 777Fs with unidentified customers. Cancelations: one MAX and one 787-9. The ASC 606 Adjustments…
Turkish Airlines and AerCap agreed to a lease of ten A321neos. The deal follows news from last December when the airline unveiled a deal with Airbus for 220 aircraft. That order included 150 A321neos. Market demand for the A321neo family…
Today’s key stories focus on the implications of yesterday’s acceptance of what is described as a “sweetheart” plea deal agreed on by Boeing and the DOJ. The impacts are significant, as Boeing is now a corporate criminal and convicted felon. …
Here’s the updated model. Orders