Our updated model is below. Notes November saw good order levels from Dubai, while deliveries remained constrained. Boeing delivered 45 737 MAX, 1 737-800A , 2 767s, 3 777s, and 6 787 November saw deliveries within 19 of last year.…
Lessor Avolon has boosted its narrowbody backlog by announcing orders for a combined 140 aircraft. The company has signed a firm order for 100 Airbus A321neo’s and for 40 Boeing MAX 8s and -10s, it said on Tuesday. In June, Avolon…
UPDATE – Boeing confirmed media reports on Monday that Stephanie Pope has been appointed Chief Operating Officer (COO) of the Boeing Company from January 1. As a veteran of many leadership roles, many analysts believe that her new role gets…
The term “Use Enough Gun” is the title of a book about hunting. Rather than big game, airlines are on the hunt for passenger traffic. Like a hunter, it is essential to use the right tool. This post is about…
The 737 MAX has been a troubled program for Boeing, with two fatal crashes, a safety grounding, a massive inventory build-up, and, most recently, supplier quality issues with limited production. When we compare Boeing’s production targets with actual results, the…
The Alaska/Hawaiian deal keeps getting attention as analysts and media dig into whatever data they have. We published some thoughts on the deal based on the conference call here . As expected, both CEOs want to tout the win-win for…