With June behind us, what does the data tell us? Below is our model for viewing. Subscribers can access the larger model. Transactions are running slower than last year as new deliveries have remained tight. Older aircraft that should have…
Todays key stories focus on the crisis at Boeing from multiple perspectives. One wonders if the company will “make it out alive,” another that “incompetence could surrender the skies to China,” and another stating “Spirit is only the start of…
There is a lot of news about Boeing this weekend. Today;s key stories focus on the DOJ, which is due to make a decision on what to do with Boeing by July 7th. The latest industry rumor is that the…
Todays key stories are mixed, with some positive and some negative events impacting Boeing. Starting with the good news, Boeing appears to have been cleared to resume wide-body jet deliveries to China after further testing of batteries powering the aircraft’s…
Today’s key stories are new, yet similar to stories and themes we’ve seen over the last years. First, another new whistleblower has emerged with claims of supplier quality issues on the 787 . Richard Cuevas claims to have observed “substandard…
Today’s key stories focus on Boeing’s planned acquisition of Spirit AeroStructures, with a deal reportedly almost complete, but different from the initial offer in that stock, rather than cash, will be utilized for the transaction. That will dilute existing shareholders…