Today’s key stories about Boeing focus on the untimely death of a Boeing whistleblower at age 45 from a fast spreading illness. Our condolences to the family and friends of Joshua Dean. This story has dominated the headlines at Boeing…
Here is our updated model for transactions through April 2024. Subscribers have access to the larger report. Notes: Oddly, Embraer delivers their C-390 faster than Airbus delivers the A400. Delta, IndiGo, Southwest, and United are the top four airlines trading.…
News emerged of a possible deal for Boeing with Uganda Airlines. As the dust settles from this news, it is important to consider some background. Uganda Airlines is a state-owned airline today whose origins are in the demise of the…
Today’s key stories about Boeing include the Wall St. Journal speculating about Embraer planning a new plane to compete with the 787. This is something we touched upon in February, and I’ve linked our older story as well. Spirit AeroSystems…
With the first third of the year completed, here is our preliminary assessment of new deliveries. Asia-Pacific has picked up now that MAX deliveries are occurring. Based on the preliminary numbers, deliveries might come in under 2023 levels—of course, that…
Today’s key stories about Boeing feature the company’s recent moves and deals, including a $10 billion bond issue, acquisition of a supplier, and a titanium deal. Despite that activity, the investment community is looking at a Boeing turnaround being “multiple…