The new CEO, Kelly Ortberg, now seems to have resorted to the old Boeing playbook and strategies; simultaneously, it needs a fresh start and cultural change. In a preview of the October 23rd earnings call, Boeing pre-announced its earnings and strategic changes.…
The news about Boeing today is focused on the on-going IAM strike, a variety of legal issues, and how the company is stacking up competitively. The IAM strike at Boeing now appears that it will continue on for some time,…
With the combined data sources updated, here’s our summary. Subscribers can access the 17-page detailed model. Delivery market share reflects the instability of the duopoly, which is bad because an unstable commercial aviation duopoly impacts global air travel and cargo.…
With the data published, we updated our model. The numbers are interesting on several levels. Notes As the model shows, the A321neo continues to sparkle. It seems everyone wants this airplane. However, the cloud over the industry impacts every OEM,…
Boeing faces another crisis as new documents revealed that the company failed to respond to requests on safety issues from Ethiopian Airlines prior to their fatal crash. Some industry experts speculate that such information may have enabled the pilots to…
Overnight, Boeing withdrew its 30% pay rise offer. The strike that started on September 13 continues, and bile is rising. Thirty-two thousand people are on strike, causing supply chain mayhem. Boeing is likely to start white-collar furloughs now. Hurricane Milton…