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Category Boeing

Boeing O&D March 2021

Aircraft Exterior AA 737 Livery Left Front Top

Here’s our updated model. It’s all about the MAX – new orders and several deliveries Incidentally, Boeing beat Airbus in quarterly orders for the first time since early 2019, with 76 new orders (including cancellations and accounting adjustment for at-risk…

Boeing’s Strategic Dilemma

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Boeing has fallen behind Airbus in narrow-body market share, which was already dropping before the MAX grounding.  Airbus now holds a 65%-35% lead in narrow-body backlog, a position that is worrisome to Boeing management and its shareholders. Subscriber content –…

Boeing February 2021 O&D

Here’s our updated model. The MAX is back – orders and deliveries for the month looking pretty good. Orders coming from strong airlines and lessors. Of course, the lessor orders need to find operators. The Singapore conversion for 777X is…

Boeing’s 2020 Results

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News Boeing issued its 2020 annual report and financial results today. As expected, they are not pleasant. Because of the twin crises of the MAX and the pandemic, 2018 represents the last “normal” baseline year for Boeing, as shown in…