Clicky

Category Boeing

Boeing’s Strategic Dilemma

boeing buildingjpg e1560881048343

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. Subscriber content –…

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

Boeing Building

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 in…

Boeing Crosses the Line

Boeing Building

There’s an old adage that people who live in a glass house shouldn’t throw stones. Earlier this week, Boeing complained to the European safety regulator (EASA) about the potential safety of the additional fuel tank of its competitor’s forthcoming Airbus…