Airlines are looking for a record holiday travel season, with an average of 2.9 million passengers per day during Christmas week. But following that period, will we see a return to the traditional seasonality experienced by the industry? All indications…
The 737 MAX has been a troubled program for Boeing, with two fatal crashes, a safety grounding, a massive inventory build-up, and, most recently, supplier quality issues with limited production. When we compare Boeing’s production targets with actual results, the…
GAMA, the General Aviation Manufacturers Association, released its third-quarter shipments and billings report last week. The report reveals that business jets have yet to recover to pre-pandemic levels, either in the number of aircraft or in inflation-adjusted billings. Despite book-to-bill…
Last week, we compared Boeing and Airbus risks concerning concentration in aircraft models and customers based on deliveries over the last three years. But that, analytically, looks backward rather than to the future. Looking at order books is a forward…
Gulfstream is showcasing its new G700 flagship at the Dubai Air Show this week, and will use that occasion to kick-off a world tour of the new aircraft. Gulfstream has a significant presence at Dubai, after choosing not to participate…
Airbus and Boeing each have extensive wide-body and narrow-body product lines, as well as several key customers who order large fleets of aircraft. But heavy concentration can be a risk as well. Nobody wants to put all of their eggs…