Airbus and Boeing have been struggling to raise production since the global pandemic. Airbus faces supply chain issues that prevent it from producing gliders without engines, while Boeing is improving both quality and supply chain constraints. Each company is navigating tariff and…
Here is the April update. Notes: Boeing continues to claw its way out of delays and inventory buildup Customers keep ordering, so that is a source of relief, although eight for the month is soft Focus on MAX Looking at…
There is no other way to see it; China blinked and the “Tariff Truce” is a convenient offramp. Here’s how we see it. Backdrop The chart below lists the domestic air traffic for the top markets, those with over 10…
With the DOT’s year-end 2024 T2 update published, we have updated our models using this source. Airlines are on a continual hunt for better fuel burn. Fuel represents about 45% of operational costs. Below is one of these models that…
Boeing [NYSE: BA] and China Airlines (CAL) today announced the carrier as the newest 777X customer with an order for 10 777-9 passenger and four 777-8 Freighter airplanes. The first carrier in Taiwan to order the fuel-efficient 777X, China Airlines will leverage…
Boeing held its first quarter earnings call today, and reported better than expected results. While the company still lost money during the quarter, its cash outflow beat expectations and the outlook for the company continues to improve post-strike under Kelly…