The duopoly accounted for 94% through July The differences in new deliveries are rather stark Boeing has a good business in freighters (and military derivatives), but throttled-back delivery rates are damaging While Airbus numbers are better, by comparison, they are…
July was lower than the past few months. There is a softening trend in transactions. This reflects the industry’s slow deliveries, as this chart illustrates. Views: 21
Yesterday was a huge news day for Boeing. Today’s key story is Boeing’s hiring of a new CEO, Kelly Ortberg, who was formerly CEO of Rockwell Collins . He came out of retirement to take on the challenge of turning…
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Looking at the latest data, it’s getting worse again. But we have some interesting perspectives to share. The model below examines the US DoT On-Time dataset and reports on airline, airport, and aircraft performance. The ten-page model offers several perspectives,…
Today’s key stories center about 2nd quarter earnings and expectations for Q3 after July deliveries holding pace. Boeing will release earnings prior to market opening today, amid expectations for losses and negative cash flow as the company begins its manufacturing…