Bernstein Research issued a report today assessing the Boeing 787 program profitability. Highlights: It appears unlikely to us that Boeing will deliver a positive program gross margin over an initial accounting block of 1000 airplanes, if production inventory… Read More
Airbus confirmed at the Paris Air Show what we reported two weeks earlier, and that is the A350-1000 was going to be rescheduled to allow Rolls-Royce and Airbus to tweak the airplane for more power, longer range and… Read More
A bit of a controversy arose this week when Bernstein Research published a report following the media briefing on the 787 program in which Bernstein predicted a delay for entry-into-service (EIS) from 1Q10 to 2Q10; a six month… Read More