Thoughts on the Boeing-IAM deal

We couldn’t be more delighted. The agreement announced Nov. 30 between the IAM 751 local and Boeing is an outstanding development. Who wins? Basically, everybody. The Company gets: Production stability through most of 2016 without the pain and… Read More

American bankruptcy may prompt US Airways bid

American Airlines’ bankruptcy filing may at long last prompt a bid by US Airways to make a bid for the carrier. Doug Parker, CEO of US Airways, has a long history of bidding for Chapter 11 carriers. He… Read More

Boeing, IAM 751 reach labor agreement, settles NLRB case, MAX stays in Seattle

Seattle Times story. IAM press conference 11am PST. Live video IAM press release. Boeing press release. Brothers and Sisters, In late October, senior executives from Boeing approached us to ask if we could get together to talk… Read More

China won’t be competitor for 20 years: Leahy

China’s emerging commercial aerospace industry won’t be a viable competitor to Airbus and Boeing for 20 years, predicts John Leahy, COO Customers of Airbus. Speaking at the Credit Suisse Aerospace conference in New York, Leahy noted the challenges… Read More

Boeing looks at improving 737 production rate efficiency

Boeing is considering how to make the already-lean 737 production line even more efficient with an eye toward increasing rates beyond 42 per month, the commercial airplane division CEO said today. Jim Albaugh, speaking at the annual Credit… Read More

Odds and Ends: Wait a minute, we’re No. 2

We’re at the Credit Suisse aerospace conference in New York. Occupy Wall Street is demonstrating outside and passed out a flier criticizing defense spending. Boeing is listed as the number 5 defense contractor. Jim Albaugh, CEO of Boeing… Read More

American, parent, subs file Chapter 11

It’s done: American is the last legacy carrier to file for bankruptcy. Press releases here, here and here. Our discussion last week of what a bankruptcy would mean to orders is here.

Odds and Ends: Sharklets, CAPA analyzes the Middle East

A320 Sharklet: Jon Ostrower has a detailed piece about the wing work needed to retrofit the A320 with sharklets and some thoughts about what this means for the neo. Dubai Air Show: The Center for Asia-Pacific Aerospace (CAPA)… Read More

787: Breaking Even, Operating Costs and Worldwide tour

The Everett Herald Nov. 27 had an interesting article assessing the break-even of the Boeing 787. The article neatly summarizes what Boeing CFO James Bell described on the 3Q earnings call. The Herald’s article is slightly out of… Read More

Bankruptcy fears swirl again around American Airlines

With bankruptcy fears swirling again around American Airlines, some questions arise what happens to the orders AA has with Airbus and Boeing if the carrier goes into Chapter 11. This hand-wringing piece paints a dire picture for Boeing…. Read More