Update, 930am: The Daily Express of L0ndon (of all places) reported yesterday BCA got the approval Friday for the 737RE and that the announcement is to come today. Thanks to Heidi Wood of Morgan Stanley for this one…. Read More
The next five weeks should be pretty exciting for Boeing–and significant. Last week, the company received certification of the 747-8F from the FAA. Before the end of the month, the Board of Directors is to receive from Boeing… Read More
With Steve Wilhelm of the Puget Sound Business Journal getting a scoop that Boeing is naming the re-engined 737 the NE737, which we were underwhelmed by, and the conversation in the Internet and analyst community about the name,… Read More
The “godfather of leasing,” Steven Udvar-Hazy, the CEO of Air Lease Corp., weighed in on the 737RE and the prospective improvements to the 777 during ALC’s earning’s call. And when Hazy speaks, the industry listens. Hazy, who favored… Read More
While the aviation world is waiting to see what the Boeing 737RE will be, information that has emerged publically from Boeing and information we’ve obtained gives, we think, a reasonable picture of what the airplane will look like…. Read More
As the aviation world waits for Boeing to define the 737RE, it might be worth taking a close look at the July 27 earnings call discussion relating to the airplane, apart from the topic of where the aircraft… Read More
Aviation Week has a story on the Airbus-Boeing deal–and says it isn’t really a firm order, likening it to the Boeing 787 of a few years ago.
With the rhubarb that emerged from the Boeing 2Q earnings call over where the 737RE production will be, and the contradictory messages to come from Boeing Commercial Airplanes (BCA) in Seattle and Boeing Corporate in Chicago, we thought… Read More
We were traveling last week and are only now getting around to going through the analyst reports we receive, commenting on the American Airlines order. We put together a long synopsis after the jump. Meanwhile, there are a… Read More