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…
This recently published image sparked reactions because it provides essential insight. It is another way to see the pandemic’s impact on commercial aviation. It was a massive blow; a full recovery will take a long time. We looked at our…
Anything related to a Boeing aircraft has become a media tripwire. Losing a tire? A panel falls off? How about a hydraulic leak? If it bleeds, it leads, right? These events have been occurring since commercial flights started. Can we…
We noted previously that the supply chain is doing better than many realize. Tracking deliveries is the best way to get a big-picture view. Here’s a summary of quarterly commercial deliveries from January 2021 through today. Please click on the…
There’s been a lot of Boeing-bashing. Strategic-level criticism has its place, but operational performance may be overlooked. Let’s start by saying that Boeing’s MAXs are doing great work. This has not been missed by the Chinese airlines, which had to…
The numbers have just been published, and our model has been updated. Notes: February gross orders are 15, including 10 MAX for Unidentified customers and four 787-9s for Royal Brunei. There’s one 777F with an Unidentified. The ASC606 order adjustment…