Take a look at this table. The implications are significant. The data show a steady decline in part-time employment across major U.S. airlines—a shift that, in labor economics, signals a move toward a more stable, “professionalized” workforce. Key Workforce Trends…
We have been positive on Boeing for about a year now, after being negative for a long time – essentially the Calhoun-era. Today, we are pleased to provide more positive news on Boeing. After all, Boeing’s recovery means a stable…
The Argentine Airline Pilots Association (APLA) has raised concerns over delays in reopening wage negotiations with AerolĂneas Argentinas and Optar, warning that the situation could escalate into a labor conflict. The union accuses the airline of failing to uphold the…
The Boeing strike continues, and the bread-and-butter 737 line appears frozen. The damage from this strike is being felt across the supply chain, and the damage is severe. That severity grows daily. How long the supply chain will need to…
Airlines and lessors are frustrated by slow delivery rates on their ordered aircraft. We previously wrote a note discussing the recovering supply chain . As the year progressed, the supply chain appeared more stressed than we had thought. There is…
Airbus announced its 2024 delivery guidance update ; our delivery data signaled this was coming. The rolling average guides to a lower July as well. For context, here is the same data for Boeing. Whereas the Airbus trend is softening,…