There has been a rash of articles this week breathlessly focusing on US carriers and the prospect they will order airplanes this year. This is no revelation, nor is the prospect that Boeing customers might line up and… Read More
Posted on July 1, 2011 by Scott Hamilton
An aside before getting into the heart of this post: the following was sent by a Wall Street analyst upon hearing the news that Boeing will lose $300m on the first 18 KC-46A tankers. KC-46A over-runs. In the… Read More
Posted on June 30, 2011 by Scott Hamilton
We sat down with Pat Shanahan, who heads up Boeing airplane programs, at the Paris Air Show for a short conversation. One of the messages top executives have repeatedly said in recent months is that they will not… Read More
Posted on June 29, 2011 by Scott Hamilton
This is a story we provided KIRO TV in Seattle, for which we provided reports during the air show. Airbus A320neo success far exceeds expectations Special to KIRO TV Airbus ended the primary portion of the Paris Air… Read More
Posted on June 23, 2011 by Scott Hamilton
Airbus may have booked close to 900 orders for the A320neo family by the time the air show ends tomorrow, a plane that Boeing says merely reaches “parity” with the 737-800. Airbus, of course, hotly disputes Boeing’s computations… Read More
Posted on June 22, 2011 by Scott Hamilton
Boeing officials like to downplay the prospect of re-engining the venerable 737, but studies are very much alive as the company tries to figure out what the market wants and how to respond to the Airbus A320neo. Boeing… Read More
Posted on June 18, 2011 by Scott Hamilton
Paris Air Show: The chief technology officer for Airbus parent EADS is skeptical of composites for the A320 class of airplane while Boeing considers the material to be the “baseline preference” for what officials call the New Small… Read More
Posted on June 18, 2011 by Scott Hamilton
Boeing announced today that it will increase the production rate of the 737 to 42 a month from the first half of 2014. This is on top of consecutive rate increases from 31.5 to 35 to 38 a… Read More
Posted on June 15, 2011 by Scott Hamilton
Boeing promises “clarity” at the Paris Air Show about its New Small Airplane (NSA) program, but aside from settling on the performance it believes is required, little clarity has truly been achieved inside Boeing. We learned last week… Read More
Posted on June 15, 2011 by Scott Hamilton
Here is what the analysts are saying about the Boeing investors’ days this week: From Wells Fargo: 787 and Ramp Up. Overall, we believe the biggest issues that investors have been trying better to understand are (1) the… Read More
Posted on May 25, 2011 by Scott Hamilton