China’s homegrown ARJ21 regional jetliner leaped forward, with its first commercial flight departing from a high-altitude airport on July 2nd, 2024. This historic flight, operated by Chengdu Airlines, connecting Kashgar to Tashkurgan in Xinjiang, marks a significant achievement for both…
Today’s key stories focus on speculation that Pat Shanahan, former Boeing VP and now CEO of Spirit AeroSystems, could become David Calhoun’s replacement. It is our view that, just like Stephanie Pope, both executives are steeped in the Boeing culture…
The Boeing Spirit AeroSystems Deal is Expensive. The finalization of a re-acquisition by Boeing of Spirit AeroSystems has been widely announced as a $4.7 billion transaction, using stock rather than cash to complete the deal. But that isn’t the entire…
With June behind us, what does the data tell us? Below is our model for viewing. Subscribers can access the larger model. Transactions are running slower than last year as new deliveries have remained tight. Older aircraft that should have…
Todays key stories focus on the crisis at Boeing from multiple perspectives. One wonders if the company will “make it out alive,” another that “incompetence could surrender the skies to China,” and another stating “Spirit is only the start of…
Boeing is struggling with transparency, trust, and cultural change. The company has lost the trust of regulators and its customers and is trying to be more open to regain that trust. Unfortunately, an executive chose the wrong topic and circumstances…