Airbus announced its 2024 delivery guidance update ; our delivery data signaled this was coming. The rolling average guides to a lower July as well. For context, here is the same data for Boeing. Whereas the Airbus trend is softening,…
Today’s key stories focus on Boeing’s potential prosecution in the wake of conflicting news reports over the weekend. The DOJ faces a 7 July 2024 deadline on whether or not to bring charges against the company. The most recent stories…
Argentina has an impressive list of fantastic meals and drinks, but coffee is not one of them. Nevertheless, one of our favorite phrases is “Let’s get a coffee” as an invitation to talk about important things. So when someone from…
Airbus today formally reduced its earnings and aircraft-delivery goals for the year due to continuing supply-chain issues. Delivery forecasts were cut from 800 to 770 aircraft this year. CEO Guillaume Faury indicated that the supply-chain situation was not getting better,…
Today’s key stories are speculative about whether the DOJ will criminally charge Boeing in the wake of the 737 MAX crashes and violation of a deferred prosecution agreement with the January 5th door panel blowout incident. The first reports suggested…
This week was another tough one for Boeing. Its CEO was under the spotlight, and it was unpleasant. Boeing’s CEO admitted the company culture is “far from perfect.” The Boeing corporate culture is, potentially, at the core of the company’s…