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Category Aerospace

Morning Call – Thursday 11 March 2021

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 AirInsight US Airline Index Commercial Aviation Start-Up Enginemaker Testing 130shp Mini-Turboprop Engine – PlaneandPilot GE sheds finance assets as it focuses on industrial business – CNBC Sir Tim Clark sends a message – TAC NASA seeks to shrink turbofan cores…

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. The strategic options…

Morning Call – Wednesday 10 March 2021

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 AirInsight US Airline Index Commercial Aviation Australia’s Loyal Wingman drone is carrying Boeing’s 797 on its wings- TAC Norway may block Rolls-Royce sale of Bergen Engines to Russia’s TMH – IrishTimes Is Boeing’s Recovery Finally Here? – MotleyFool Boeing New…

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…