First quarter 2024 Commercial Aircraft Deliveries

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The press continues to report negative stories about Boeing. Today, there are stories recapping how events led to the current situation, labor-management issues, unhappy customers, the Starliner launch being delayed yet again, Boeing’s CEO exiting a Board, and two on…
Today’s key Boeing stories focus on the fallout from the aircraft shortage, which led to United offering pilots voluntary time off and schedule cutbacks at multiple carriers. The Department of Justice has re-opened its criminal investigation into the 737…

We updated our transaction model for the first quarter of 2024. Subscribers have access to the more detailed version. Notes: Slow deliveries of the newest models from Airbus and Boeing keep the previous models popular; operators are trading actively. Page…

The major reporting on Boeing over the weekend focused on what new management will do to turn around the company and advice on what to do as journalists and professors become management experts. Of course, every minor incident, from an…

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