With June behind us, what does the data tell us? Below is our model for viewing. Subscribers can access the larger model. Transactions are running slower than last year as new deliveries have remained tight. Older aircraft that should have…
Todays key stories are mixed, with some positive and some negative events impacting Boeing. Starting with the good news, Boeing appears to have been cleared to resume wide-body jet deliveries to China after further testing of batteries powering the aircraft’s…
Today’s key stories are new, yet similar to stories and themes we’ve seen over the last years. First, another new whistleblower has emerged with claims of supplier quality issues on the 787 . Richard Cuevas claims to have observed “substandard…
Today’s key stories focus on Boeing’s planned acquisition of Spirit AeroStructures, with a deal reportedly almost complete, but different from the initial offer in that stock, rather than cash, will be utilized for the transaction. That will dilute existing shareholders…
Today’s key stories focus on Boeing’s potential prosecution in the wake of conflicting news reports over the weekend. The DOJ faces a 7 July 2024 deadline on whether or not to bring charges against the company. The most recent stories…
Today’s key stories are speculative about whether the DOJ will criminally charge Boeing in the wake of the 737 MAX crashes and violation of a deferred prosecution agreement with the January 5th door panel blowout incident. The first reports suggested…