Cash cows at Airbus and Boeing

Eyes are on Boeing over the prospect of a 777X. Chatter doesn’t cease about the prospect of an Airbus A330neo. Boeing is in no hurry to proceed with the “7X” and an A330neo is unlikely any time soon,… Read More

Boeing rolls out Ray Conner to analysts

Boeing rolled out Ray Conner, the new CEO of Boeing Commercial Airplanes, to analysts in New York yesterday. The first research note we’ve received, from Imperial Capital’s Ken Herbert, portrayed a positive meeting. Below is a synopsis. As… Read More

Odds and Ends: Why aircraft are late; catching up to Boeing

Why Aircraft Are Late: Boeing 747-8, 787, Airbus A380, A400M, A350, Mitsubishi MRJ, Comac ARJ-21, Sukhoi Superjet and probably Comac C919, Bombardier CSeries and Irkut MS-21–all late. It’s the new normal. Ernie Arvai at AirInsight takes a look… Read More

There is still a place for airframe mock-ups

In today’s computer world and fancy 3D programs, it turns out there is still a place for airframe mock-ups to cross-check computer programming and to actually be sure the human can reach the nooks and crannies in an… Read More

Odds and Ends: Crummy DOT data and why we’re skeptical; 787 deliveries; PAL and A321 deliveries

Crummy DOT Data: We’ve previously written that we, and AirInsight, are skeptical about airline data filed with the US Department of Transportation. AirInsight doesn’t rely on it at all when doing aircraft economic analysis. We are openly skeptical… Read More

After-thoughts of Qantas 787 cancellation, SPEEA and Boeing

A day after it became public Qantas Airways canceled 35 Boeing 787-9s, it might be worthwhile giving a thought or two. The Wall Street Journal has a good story (unfortunately, paid-subscription, though it may show up via Google… Read More

Odds and Ends: Qantas cancels 35 787s; 787 program upswings; 777X development slows

Qantas Airways: The troubled airline canceled 35 787-9s. Stories in Google News from all over. Update:  David Strauss at UBS re-issued his April note analyzing over/under orders for all Airbus-Boeing models. In his cover email, Strauss today referred… Read More

Odds and Ends: Assessing the MAX; Airbus and Mobile; skilled labor in the supply chain

It’s a slow August for news, but here are two items we’ll bring to your attention: Assessing the MAX: Over at AirInsight, we have this post assessing the Boeing 737 MAX, written shortly after the Farnborough Air Show…. Read More

Odds and Ends: Dire outlook for airlines; 787 Deliveries; American-USAirways

Dire Outlook: This article is nothing to cheer about. The author predicts a low growth in global GDP, and this is what Airbus and Boeing rely upon for their growth and production forecasts. It says airlines are emitting… Read More

Odds and Ends: 737 faces challenges; 737 MAX and China; American Air

737 Challenges: The Puget Sound Business Journal has this long piece about the challenges facing the 737 from Airbus and others. 737 MAX and China: Meantime, China is, at long last, looking at the MAX for its airlines…. Read More