Pontifications: Getting there from here on Boeing’s deferred production costs

Aug. 22, 2016, © Leeham Co.: Boeing’s deferred production and tooling costs for the 787 program continue to be a focus-item by some aerospace analysts, media and observers: will the company be able to recover these costs, or… Read More

C Series charge spotlights 787 deferred costs

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Pontifications: Earnings week for Airbus, Boeing, Bombardier and Embraer

April 25, 2016, © Leeham Co.: Airbus, Boeing, Bombardier and Embraer having their first quarter earnings call this week. Bombardier also has its Annual General Meeting concurrent with its 1Q earnings on Friday. The big anticipation will be… Read More

Why Boeing won’t take a charge on 787s

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Bombardier 3Q2015 earnings call

Oct. 29, 2015: “I feel confident in our liquidity going forward,” following the investment by the Quebec government of $1bn in the CSeries program, says Alain Bellemare, president and CEO. With that, Bombardier launched its third quarter earnings call. Cancellation of… Read More

Boeing 777 Japanese suppliers see rate cut in 2016: BAML

May 26, 2015: Key Japanese suppliers on the Boeing 777 program have told Bank of America Merrill Lynch they expect a production rate cut in 2016, BAML aerospace analyst Ron Epstein reports in a note published earlier today…. Read More

Analysts hone in on Boeing Free Cash Flow

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Buckingham lowers Boeing to Underperform (sell), others increasingly bearish

Update: 24/7 Wall Street just published this gloomy outlook about Boeing. Buckingham Research Group today lowered its call on The Boeing Co. from Neutral to Underperform, the equivalent of Hold to Sell. As far as we can tell,… Read More