Here is our updated model for transactions through April 2024. Subscribers have access to the larger report. Notes: Oddly, Embraer delivers their C-390 faster than Airbus delivers the A400. Delta, IndiGo, Southwest, and United are the top four airlines trading.…
Today’s key stories about Boeing include the Wall St. Journal speculating about Embraer planning a new plane to compete with the 787. This is something we touched upon in February, and I’ve linked our older story as well. Spirit AeroSystems…
Today’s key stories about Boeing feature the company’s recent moves and deals, including a $10 billion bond issue, acquisition of a supplier, and a titanium deal. Despite that activity, the investment community is looking at a Boeing turnaround being “multiple…
Air Lingus may defer the delivery of the first A321XLR from Airbus and potentially lose launch customer status. A labor dispute with pilots threatened a deadline that the carrier faced in confirming the delivery with Airbus. Aer Lingus needed to…
The pandemic did a number on every business in the service sector. US airlines were hit hard and, like everyone else, grabbed the PPP funding. As traffic dropped off, airlines scrambled to lose employees. The most expensive were offered buyouts…
UPDATE JUNE 24 – There is light at the end of the tunnel for the durability issues of the Pratt & Whitney Geared Turbofan (GTF). The number of engines that are coming into the repair shops for repairs and upgrades…