AeroAnalysis

AeroAnalysisAeroAnalysis2018-06-12T15:04:11+00:00

Boeing Lost A Potential Asian Order
October 1, 2018
anemptytextlline
In recent years Boeing (BA) and Airbus (OTCPK:EADSF) have collected thousands of orders. Most of them aren’t covered in detail as they are ‘just another set of orders that are added to the tally’. Some orders, however, are more interesting to review as they might be disturbing or restoring...
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Boeing Shapes Itself For The Future
September 30, 2018
anemptytextlline
Every month, AeroAnalysis covers the orders and deliveries for Boeing and Airbus. Now, there's a lot more than just orders and deliveries. Some subjects are worthy of more detailed analysis and some are not. The subjects that are not are not necessarily unimportant. Therefore, AeroAnalysis has been running a...
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Orders For Boeing And Airbus: $6.2 Billion
September 30, 2018
anemptytextlline
The order battle between Boeing and Airbus is one way for the companies to flex their muscles, next to marketing their respective products as the best solution with the highest fuel efficiency and passenger comfort. Even though the orders (in terms of value) are in no way a reflection...
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The $8B Boeing 737 Fairy Tale
September 29, 2018
anemptytextlline
The worries about engine and parts shortage on the Boeing (BA) 737 program is something that is preying on many people's mind. We think that the current strain on the supply chain gives reason for valid concern about Boeing's ability to scale production even further. Now, why does this...
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Boeing 737 Production Meltdown
September 28, 2018
anemptytextlline
In August there was quite some media attention to the problems Boeing (BA) was facing on the single aisle program as it has tried to simultaneously ramp up production to record highs and gradually transition from production of the Boeing 737 Next Generation to the Boeing 737 MAX. Early...
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Prime Time For T-X And Boeing
September 27, 2018
anemptytextlline
Probably, the last big contract that will be awarded during this fiscal year for the Department of Defense is the T-X contract. It’s a contract award that is long due, and several important milestones leading up to a final selection have been postponed several times. In this report, we...
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The Myth About Boeing's Engine Shortage
September 27, 2018
anemptytextlline
Recently, a report by a Seeking Alpha contributor marked Boeing (BA) as a sell on a potential delivery shortfall on the single-aisle program caused by a shortage of available turbofans. In this report, we will provide an in-depth step-by-step analysis which clearly shows that contrary to what was earlier published on this...
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Boeing Extends Lead On Airbus
September 26, 2018
anemptytextlline
Each year, Boeing and Airbus engage in a fierce order battle. In 2017, Airbus won that battle by numbers, but in terms of dollar value, which AeroAnalysis ultimately considers to be more important, Boeing easily outperformed Airbus. For 2018, Boeing expects order inflow to be moderated. That's a pretty vague term, but...
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China Contributes $1B To Boeing Earnings
September 26, 2018
anemptytextlline
In two previous reports, we had a look at why we should be cautious about the trade war with China but we also pointed out why Boeing (BA) and China actually need each other. In one report, we highlighted future demand as a reason why Boeing and China are not...
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First Loss For Boeing?
September 25, 2018
anemptytextlline
Lessor BOC Aviation today announced that it has purchased 8 Airbus (OTCPK:EADSF) A330neo for placement with low cost carrier Lion Air. In this report, we want to have a look at the value of the order, explain why the order makes sense and why this seemingly leaves Boeing (BA)...
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Don't Mess With China
September 24, 2018
anemptytextlline
In recent months, we have often seen severe market reactions as disagreements between China and the US seemed to increase tension. Boeing (BA) is one of the companies for which there would be significant implications if it were to be hit by retaliatory tariffs and I continued emphasizing some...
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Boeing's Arm In China
September 24, 2018
anemptytextlline
In a previous piece, AeroAnalysis had a look at the future demand profile from China to show why it is extremely unwise risking Boeing’s business in the trade war. In this report, we want to have a look at why a fully erupted trade war with China would be problematic. This time...
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