As we reach the day before US Presidential elections, news items include a discussion how a Trump win could be costly for Boeing and other aerospace and defense firms. If his planned tariffs results in renewed trade wars, costs would…
We processed our delivery model using the data from October overnight. Here’s our estimated score – October saw 1,00 YTD new deliveries. That is a good number, as the table below shows. Depending on how quickly Boeing gets back to…
Key Boeing news centers about a new offer to the IAM that increases pay by 38%, but does not restore a pension. Union leadership has endorsed this offer, which both sides hope will end the strike. The proposed deal includes…
There’s an interesting trend in the Airbus single-aisle deliveries. From the start, A320neo deliveries favored the CFM LEAP. Since 2023, the Pratt & Whitney GTF has seen a steep decline. .But, as readers know, the A320neo story has been evolving. …
Talks Resume Today’s news is focused on a productive meeting between Boeing and the IAM. The two sides spoke for the first time since the last offer was rejected, and are apparently making progress toward yet another proposal to be…
Today’s key news for Boeing is their $21 billion capital raise to repair their balance sheet and provide adequate cash over the coming year. With significant scheduled debt repayment and funding of operating losses and cash deficits looming, the company…