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IAM rejects Boeing’s latest contract offer

IAM strike

The results of the union vote are in, and the rank and file have rejected Boeing’s latest offer by a 64% negative vote.  This rejection means that the strike will continue and likely result in continued federal mediation between Boeing…

Is there a GE-like Solution in Boeing’s Future?

GE9X engine for Boeing 777-9

Prefer immediate full access? Subscribe for complete analysis + ongoing updates Want this applied to your fleet or portfolio? We can run a focused 15–20 minute walkthrough on the implications for your specific programs or risk exposure — or put…

Boeing’s MAX progress

1690874935649

We have a new model from which to share insights. We built a MAX delivery model, which is now being updated daily. Since the model is a work in progress, we will keep refining it. Meanwhile, here is a first…

The Importance of an Outsider as Boeing’s CEO

Kelly Ortberg

Boeing recognized the importance of an outsider as its next CEO, and landing Kelly Ortberg, who formerly led Rockwell-Collins, fits the bill.  There are several reasons that an outsider was needed: Boeing has a credibility gap with the industry that…