Today has been a relatively light day for news on Boeing. The IAM strike and its impacts highlight today’s news. The impact of the strike goes well beyond Boeing to the supply chain, and 500,000 manufacturing workers in aviation across…
Prefer immediate full access? Subscribe for complete analysis + ongoing updates Want this applied to your fleet or portfolio? We can run a focused 15–20 minute walkthrough on the implications for your specific programs or risk exposure — or put…
Today’s key news focuses on the IAM negotiations and Boeing’s cancellation of health insurance for striking employees, the potential impact of the port strike on Airbus and Boeing east coast facilities, and how faulty parts that caused a rudder problem…
Airbus got two pieces of good news today. AerCap Holdings signed lease agreements for six new A320neo Family aircraft with a new customer, Azerbaijan Airlines. The deal includes three A320neos and three A321neos, scheduled for delivery in 2026. Airbus announced…
Today’s key news focuses in on Boeing raising equity to shore-up a weak balance sheet. The company, expected to burn another $3 billion in Q3 after burning through $8.2 billion in the first half of 2024, is running low on…
Today’s Boeing news is the IAM strike entering the third week, with talks broken off and no new talks scheduled. The outlook for a quick solution to the dispute doesn’t look good today, which is not favorable to the supply…