July 29, 2015: Triumph Group reported lower FY1Q2016 earnings below analyst expectations, citing in part decreased production of the commercial Airbus A330 program as well as lower production of the Gulfstream G450/550 and Boeing C-17 and 747-8 airplanes…. Read More
May 12, 2015: Boeing held its annual investors day May 12. Note in particular the Buckingham and Wells Fargo commentary on the 777 bridge to 777X.
Subscription Required Introduction April 28, 2015, c. Leeham Co. Goldman Sachs over the weekend issued a research note, Is the new aircraft supply/demand equation nearing a tipping point? GS cited the recent United and American airlines actions involving… Read More
Subscription Required Introduction April 22, 2015: c. Leeham Co. Boeing may have reported solid earnings for the first quarter, but aerospace analysts focused on free cash flow (FCF) and gave the company a raspberry. Analysts have been increasingly… Read More
WTO to examine 777X tax breaks: Well, we predicted this in November 2013 when Washington State extended the Boeing 787 tax breaks to the 777X. And it’s happened. The World Trade Organization is going to take a look… Read More
Jan. 15, 2015: Bombardier, struggling with poor aerospace sales across its business jet and commercial lines, missed previous guidance on cash flow and other metrics, three Wall Street investment banks reported today. BBD’s stock traded off 22% in… Read More
CSeries: Bombardier presented to the Goldman Sachs Industrial conference this week. Goldman’s take: CSeries test flight: BBD believes it can achieve the significant acceleration in flight test hours per month required to get to EIS because more aircraft… Read More