Recently, the US DOT updated its T-100 datasets, which necessitated a refresh of the instrumental T2 dataset. We updated our various models accordingly. We want to share one of these models with subscribers. This is a six-pager with menus to…
Airbus has been vocal that engines are the main pacing event in single-aisle deliveries. Boeing has said nothing; they have one supplier, and that supplier is a partner in the MAX program, not a vendor. What does the data show…
GreenTaxi is a new entrant in the e-taxi segment. The concept of e-taxi isn’t novel, but its gestation has been taking a long time. GreenTaxi, has an approach that moves beyond what was first seen in 2013 when SAFRAN and…
2025 Guidance reiterated: Commercial Aviation deliveries between 77 and 85 aircraft, and Executive Aviation deliveries between 145 and 155. Total company revenues in the US$7.0 to US$7.5 billion range, adjusted EBIT margin between 7.5% and 8.3%, and adjusted free cash…
During its second-quarter earnings call, Embraer‘s leadership drew a sharp line under the most pressing challenge facing the company: a new U.S. tariff. CEO Francisco Gomes Neto described the situation as a “matter of concern,” specifically targeting a 10% nominal…
It’s summer, and in the United States, that means traveling. The US is big, and the most time-efficient way to cover distance is flying. Fortunately, there is a plethora of choices. However, the scale of the market makes it susceptible…