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…
Today’s key stories about Boeing examine how Boeing got into problems and whether it is likely to get out of difficulties on a timely basis. Boeing’s cash burn is leading the company to sell $10B in bonds, just as it…
During Boeing’s earnings call earlier this week, CEO Dave Calhoun, who had announced he is stepping down by the end of the year, stated that his preference for a replacement would be a Boeing insider. In our view, this would…
Today’s key stories about Boeing revolve around the impacts that Boeing delays are having on industry participants. Other stories focus on the search for a new CEO, and Boeing’s credit rating falling to near junk level. In addition, it…