Today’s Boeing news focuses on comments from their CFO, who indicated the obvious – lower deliveries in 1Q24 will result in lower free cash flow – headlined a lot of business reporting. The good news is that the head of…
Embraer celebrated more than St. Patrick’s Day on March 17th. It also marked the 20th anniversary of the first commercial flight of an E-Jet, an E-170 flying for LOT Polish Airlines. That began a revolution in the regional market, culminating…
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This week, JP Morgan hosted its Industrials Conference, with several airlines presenting their thoughts and outlook on 2024 and beyond. This article summarizes some of the key findings from that conference. The Network Carriers Delta, United, American, and Southwest participated…
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Ahead of tomorrow’s investor day, GE’s aerospace unit reinforced its 2024 financial targets while authorizing up to $15 billion in share repurchases. This is part of a plan to return 70% to 75% of cash to shareholders. GE Aerospace’s revenues…