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Tag 2025

Embraer Faces Tariff Challenge Amid Record Q2 Results

Embraer

During its second-quarter earnings call, Embraer‘s leadership drew a sharp line under the most pressing challenge facing the company: a new U.S. tariff. CEO Francisco Gomes Neto described the situation as a “matter of concern,” specifically targeting a 10% nominal…

May 2025 Transactions

Here is our updated transactions model for May 2024.  Subscribers have access to the detailed version. Notes: The first five months’ deals point to lower volumes than last year, perhaps fewer than 2,000 deals. That would be ~10% less. Boeing’s…

Bombardier provides strong 2025 guidance

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Today, Bombardier held its Investor Day in its manufacturing facility at Toronto’s Downsview Airport.  Bombardier’s CEO Èric Martel and CFO Bert Demosky guided the remainder of 2024 and 2025, and some hints about the potential results out as far as…

Delays Have Become Normal for Aircraft

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Airbus announced late last week that it will be late with some deliveries of aircraft in 2024, joining Boeing, where the FAA has prevented the company from increasing production rates as it investigates recurring quality issues. With record demand for…