Boeing O&D April YTD
[UPDATED] Boeing has released its latest O&D numbers. MAX was the big order news and the Renton plant continues to function as the world’s most efficient and productive FAL. The 787-8 still lives with a spate of orders, but it…
Tag Boeing
The supply chain domino effect
Machiavelli would be proud. The A380 wingtips used to be made by an Australian supplier which was fully owned by Boeing. Things are about to get much more complicated and even worse. Welcome to the domino effect. The aerospace business…
The Etihad retreat
One of the ME3, Etihad is likely to shrink. Reports indicate that this shrink is going to disrupt Airbus and Boeing’s skyline and order books. What do we know about Etihad’s fleet? At the end of 2017, the carrier had…
The global 737 fleet at year end 2017
The recent news about the 737 has drawn attention to aging aircraft concerns. We decided to get a perspective of the active 737 fleet. We were surprised to just how big a role this aircraft plays. Over one-third of active…
Aircraft transactions April YTD
We have updated our transaction charts through April. Airbus saw +24% in transactions YTD than a year ago. Transactions this year were primarily (43%) in A320ceos. Boeing saw -17% in transactions YTD than a year ago. Transactions this year were…
Boeing buys KLX – supply chain implications
News emerged today that Boeing entered a definitive agreement to acquire KLX Inc. to enhance its growing services business. The agreement comprises an all-cash transaction for $63 per share and the assumption of approximately $1bn of net debt, totaling $4.25bn. …