Boeing comments on the 737RE

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

American is the launch customer for 737RE–but not the launch operator

American Airlines is the launch customer for the Boeing 737 re-engine, but it’s not the launch operator. As American’s 10Q SEC filing revealed the day the order was announced, AA won’t take delivery of the first 737RE until… Read More

Analysts view the Re-Engine competition

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

Strategically speaking, why American Airlines?

Update, 11:30am PDT July 25: The Ft. Worth Star-Telegram summarizes the delivery schedule of the huge AA order. Of particular note: AA doesn’t receive its first 737RE until 2018. This raises the question: is the EIS of the… Read More

$30m for the Airbus, Boeing at American: Wells Fargo

Update, July 26: Wells Fargo issued this update today: American Airlines Pricing Update. On July 26 we heard from American Airlines regarding our calculation that the average price it is paying for reengined A320s and 737s is around… Read More

McBoeing, 787’s insidious impact overwhelm product strategy

McBoeing is alive and well in Seattle. “McBoeing” is the derisive moniker given the combined Boeing-McDonnell Douglas merger of 1997 in which legacy Boeing personnel say MDC bought Boeing with Boeing’s money. Key positions in Boeing’s C-level suite… Read More

American Airlines order after-thoughts

It will take a while to absorb all the information that’s been released on the massive AA deal with Airbus and Boeing, and to learn data yet to come, but here are some initial thoughts:

American orders: Airbus, 260; Boeing, 200

American Airlines this morning announced its blockbusting order that has been the subject of international intrigue since the Paris Air Show. The order is comprised of: 260 A320 family airplanes from Airbus plus 365, with conversions rights within… Read More

American’s order, as we see it

Note: It’s impossible to keep up with the changing and leaking information. Just do a Google News search for the latest. The situation today remains fluid and often contradictory. News stories, and our own information, agree that a… Read More

737RE in 2017, NSA in 2021

In the rapidly changing situation at Boeing over the future of the 737 class of aircraft, it appears almost certain that Boeing will move forward with a re-engine of the 737 and follow it with the New Small… Read More