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

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

Fuel prices rising, muted wide-body demand noted by analysts

  June 22, 2016: Our weekly synopsis of select analyst notes point to increasing fuel costs and weak wide-body demand, among other things, as issues to consider. Highlights: A350 deliveries at risk due to Zodiac supplier issues. (Buckingham.)… 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

Boeing 3Q result positive; first analyst take

Oct. 21, 2015: Boeing reported a strong 3Q2015, with good cash flow and above-consensus revenue. 787 deferred production rose but less than some analysts predicted, yet in-line with International Institute for Strategic Leadership. The press release is here…. Read More

Blockbuster deal for PCP: analysts’ first take

August 11, 2015: Berkshire Hathaway’s blockbuster $37bn acquisition proposal for Precision Castparts (stock symbol NYSE:PCP) takes one of the aerospace industry’s major suppliers out of the public trading and into one of the scores of Warren Buffet’s stable… Read More

Bombardier reports lower 2Q2015 income

July 30, 2015: Bombardier reported lower net income on slightly higher revenues for the second quarter. The press release is here. The earnings call presentation is here. Bombardier-Q2-2015-Presentation-20150730-en “Overall, the second quarter was in line with plan in terms… Read More

Pontifications: Boeing cracks open door to 777 production rate cuts (or not)

March 8, 2015: Boeing cracked open the door March 5 to a production rate reduction on the 777 Classic, the first time since launching the 777X in 2013 that officials have publicly deviated from their insistence the current… Read More

JP Morgan aerospace analyst Joe Nadol dies in train-car collision

It is shocking and very sad news that the aerospace analyst for JP Morgan, Joe Nadol, died in that horrific Metro North-SUV crash Tuesday north of New York City. I knew Joe professionally, though casually, and regarded him… Read More