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Category Analysis

Boeing’s Excellent September

3Q26 duopoly deliveries

Boeing delivered 57 aircraft in September, its best month of 2026. The deliveries included 43 MAXs, 8 787s, 2 777 freighters, and 4 767s, three of which were KC-46 tankers for Boeing’s defense unit. Year-to-date is 475 (+8%), including 363…

Asymmetrical Warfare Increasing Danger for Airlines

Asymmetrical

As we’ve seen in Ukraine, Iran, and now Saudi Arabia, asymmetrical warfare has dramatically changed military capabilities, with adverse impacts for airlines. The reason is that low cost drones and drones that resemble cruise missiles, can overwhelm existing defenses and…