Here’s something we have not seen anywhere else. Click on the image to make it bigger if you need. The data tells two different stories depending on which event you’re tracking. On production first flights, Boeing runs a seven-day operation.…
We have been positive on Boeing for about a year now, after being negative for a long time – essentially the Calhoun-era. Today, we are pleased to provide more positive news on Boeing. After all, Boeing’s recovery means a stable…
With Boeing’s March numbers published, we can now take a look at the ‘official’ numbers for the Duopoly. You can track the model shown here from our front page, at the top right. Page 1 of the model is interactive…
This is not a new crisis — it’s a recurring one that has escalated to its most serious level yet. Here’s the timeline that matters: April 2025: The Freeze After Trump imposed tariffs as high as 145% on Chinese goods,…
We updated our Production and Delivery model this morning and looked for anything odd for 1Q26. And we found something! Turns out Airbus has an interesting anomaly, and it looks like it’s related to engines on the A320 Family. The…
The A321XLR has been in commercial service for over a year. The hype has settled. What remains is more interesting than the headlines suggested — and more nuanced than Airbus’s order book implies. Iberia opened a new nonstop Madrid-Newark route…