Here’s the updated model. Notes: October saw 62 deliveries and 559 YTD. The YTD number is precisely the same as last year’s, and the 770 delivery target looks ambitious. Last year, there were 176 deliveries during the final two months…
With Donald Trump winning the US Presidency on January 20th, the key question is what his election will mean for Boeing and the US Aerospace industry. His proposed tariffs could both introduce a trade war and have deleterious impacts on…
With Donald Trump now the President-Elect, what will a Trump administration mean for Boeing and the rest of the aerospace industry? The answer centers around tariffs, renewed trade wars that could threaten international sales for Boeing, and arms exports from…
Today’s key Boeing news items focus on what happens after the IAM strike, and what is next as the company’s turnaround efforts continue. The company had to make concessions to end the strike, and tallying up the contract changes underscores…
The IAM strike at Boeing is over. The IAM machinists have voted 59% in favor of the latest contract offer, which was endorsed by union management. Wages will rise 38% over the next four years, along with signing bonuses and…
As we reach the day before US Presidential elections, news items include a discussion how a Trump win could be costly for Boeing and other aerospace and defense firms. If his planned tariffs results in renewed trade wars, costs would…