Sept. 13, 2016: Two aerospace analysts took a look at Boeing’s free cash flow estimates for the next five years and came away with very different conclusions. Cai von Ruhmor of Cowen & Co. believes the 787, 737… Read More
Feb. 8, 2016, © Leeham Co.: Boeing’s surprise guidance for 2016 for fewer deliveries on the 737 and 767 lines raised as many questions as officials answered on the Jan. 27 earnings call. The lower guidance led to… Read More
See Scott Hamilton’s new column with Forbes on-line, It’s time for hard questions for Boeing. Jan. 26, 2016, © Leeham Co. Boeing’s earnings call tomorrow could have additional revelations about the 777 production rate and how its cash… Read More
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
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 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
Bombardier Sale: Financially pressed Bombardier sold its military training unit to Canadian supplier CAE for C$19.8m. It’s not a big cash infusion into BBD, but at this point every little bit helps. Last week, before today’s CAE announcement,… 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