Here’s our updated model. Notes: February +3% YOY and 6% ahead of 2019 levels In aircraft terms, large cabin +5% YOY , midsize +4%, and small flat By OEM: Embraer +10% YOY for February, Bombardier +4%, Gulfstream +3%, Textron +3%…
Another month’s end brings an opportunity to review the changing US airline fleet. The state we see here started years ago . Airline fleet updates are always big news. Here are some of the trends. Regional Aircraft The fleet saw…
Embraer celebrated more than St. Patrick’s Day on March 17th. It also marked the 20th anniversary of the first commercial flight of an E-Jet, an E-170 flying for LOT Polish Airlines. That began a revolution in the regional market, culminating…
Anything related to a Boeing aircraft has become a media tripwire. Losing a tire? A panel falls off? How about a hydraulic leak? If it bleeds, it leads, right? These events have been occurring since commercial flights started. Can we…
Embraer reports a good 2023 and guides it to a strong 2024. In 4Q23, the adjusted EBIT was $181.7 million, with an adjusted EBIT margin of 9.2% excluding special items. Meanwhile, in 2023, adjusted EBIT was $350.0 million, and adjusted…
Here’s our question: You are a commercial aerospace analyst. How do you see the evolution between Airbus, Boeing, and Embraer? ChaptGPT 3.5 response: The evolution of Airbus, Boeing , and Embraer involves a complex interplay of market dynamics, technological advancements,…