Weekly analyst report: Hold on Bombardier

Aug. 17, 2016: Bombardier’s first-half orders from Air Canada and Delta Air Lines for the C Series helped, but didn’t eliminate skeptics. Canadian securities firm GMP issued a note Aug. 5 (though we received it only Aug. 12)… Read More

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

Southwest’s MAX deferral

Bloomberg News reports that Boeing is mulling a 777-10. We hinted at this last July with the large GE9X development. See our Paywall Farnborough preview this coming Monday for more information. Subscription Required Introduction June 29, 2016, ©… Read More

Analysts opine on Airbus, Boeing, Iran and Brexit

June 24, 2016: Brexit continues to creep into US analyst reports for the potential impact of companies doing business in the United Kingdom. But there are other issues as well. Highlights this week: Spirit Aerosystem is a supplier… Read More

Weekly analyst note synopses

Note: LNC begins today a weekly synopsis of select analyst notes we receive in the previous seven days. Highlights: Delta Air Lines guides down on weaker PRASM. Garuda claims it’s now a buyer’s market for new aircraft. Interior… 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

Reaction mixed to Boeing increase in share buyback, dividend hike

Dec. 16, 2015: Reaction among Wall Street analysts was mixed following the announcement by The Boeing Co. that the board of directors approved a hike in the stock dividend payments and the share buyback. The announcement had been… Read More

Northrop wins, Boeing/Lockheed lose bomber contract

Oct. 27, 2015: Northrop Grumman, builder of the B-2 bomber in the USAF inventory, was awarded the contract to build the next generation long-range bomber, which is yet to be named. For the moment, we’ll call it the… Read More