Weekly analyst synopsis: Farnborough recap

July 20, 2016: Aerospace analysts had somewhat different takes on the commercial aviation portion of the Farnborough Air Show. This week’s analyst synopsis includes some of the analyst reports. Between now and the end of the month, earnings… Read More

Boeing: no new technical issues with KC-46A

June 2, 2016: Boeing is not discovering more technical issues with the KC-46A, but recent issues relating to the refueling boom and wing pods are being worked through while concurrent production progresses. “As we discover things in flight… Read More

Analyst reaction to Boeing investors day

May 12, 2016: Analysts were largely underwhelmed in their take-aways from the Boeing investors day. Their reactions: Bernstein Research (Outperform) Boeing held its investor conference this week, including tours of Everett and Renton facilities. Overall, we viewed the… Read More

Middle of the Market or Mirage of the Market: Boeing’s lose-lose situation

March 30, 2016, © Leeham Co.: Boeing is unlikely to develop a Middle of the Market airplane for a sector that could be a “mirage,” write two aerospace analysts. Buckingham Research, in a note issued yesterday, did a… Read More

Boeing 2015 earnings: Good year, good forecast, shares plunge anyway

Jan. 27, 2016: Boeing posted solid financial results for 2015 and forecast a good 2016, but shares plunged in early morning trading on a forecast for fewer deliveries this year than last. The press release is here. Shares… Read More

Airbus gearing toward 63 A320s per month; Boeing sure to follow

Oct. 5, 2015, © Leeham Co. Airbus appears to be closing in on a decision to boost the production rate of the A320 family to 63/mo by the end of the decade, a new report from Bernstein Research… Read More

Pontifications: Boeing view of market conditions today

Sept. 14, 2015, © Leeham Co.: Randy Tinseth, Boeing’s VP Marketing, spoke with Bernstein Research last week on a variety of topics. In a note issued after the conversation, analyst Douglas Harned reported: “Boeing views the 140 orders to… Read More

Boeing 1Q15 earnings: EPS beats consensus but cash flow concerns dominate analyst reaction

April 22, 2015: Boeing reported its first quarter earnings today, with earnings per share well ahead of analyst expectations. Of the analyst reports we see, only Bernstein was pleased with the cash flow, with others concluding free cash… Read More

Muilenburg’s challenges as Boeing CEO

Subscription Required. Now open to all readers Introduction Jan. 27, 2015: Dennis Muilenburg has been the No. 2 at The Boeing Co. for a little more than a year. He was named vice chairman, president and COO in… Read More

Analysts weigh in on Airbus investors day #1

Airbus announced on Day 1 of its two-day Investors Days that it will shift the A350 program to contract accounting for the first few airplanes, reports UBS Ltd. in its research note wrapping up Day 1. “Airbus has… Read More