Boeing Defense No Rocket

Boeing Defense Is No Rocket

In recent reports, I had a look at Boeing’s (BA) Commercial Airplanes monthly order overviews and the pressures on demand for commercial aircraft. Although the order and delivery overviews have been part of my coverage ...
Airbus A380 Demise

Airbus A380 Demise Accelerates

In a report penned early on in the COVID-19 crisis, I explained that the crisis could eventually accelerate the demise of the Airbus (OTCPK:EADSF) A380. In a Dutch printed magazine, I outlined why an accelerated demise would ...
Airbus April Orders and Deliveries

Airbus April Orders And Deliveries Reflect Industry Shock

In this report, we will have a look at the orders and deliveries as well as cancellation activity for Airbus during the month of April. While the report seems to be a simple summarizing piece, ...
AerCap Q1 2020 Results Show Undervaluation

AerCap Q1 2020 Results Show Undervaluation

In this analysis, AeroAnalysis has a look at the the AerCap Q1 2020 results. Since the impact of the COVID-19 pandemic has become clear, or at least clearer, because there's a lot unknown at this stage, many ...
Boeing Q1 Orders and Deliveries 2020: Steep Declines

Boeing Q1 Orders and Deliveries 2020: Steep Declines

With COVID-19 hitting the travel industry hard, there also is a renewed focus on aircraft sales patterns. For the past few years, I have been providing monthly updates on Boeing (BA) and Airbus (OTCPK:EADSF) orders ...
Airbus Q1 Orders and Deliveries 2020: Mixed Image

Airbus Q1 Orders and Deliveries 2020: Mixed Image

With COVID-19 hitting the travel industry hard, there also is a renewed focus on aircraft sales patterns. For the past few years, I have been providing monthly updates on Boeing (BA) and Airbus (OTCPK:EADSF) orders ...
Boeing And Airbus Lose $3 Billion In Orders In March

Boeing And Airbus Lose $3 Billion In Orders In March

The order battle between Boeing (NYSE:BA) and Airbus (OTCPK:EADSF) (OTCPK:EADSY) 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 ...
Tumbling Oil Prices: Double-Edged Sword For Airlines

Tumbling Oil Prices: Double-Edged Sword For Airlines

This report was prepared as an early access report for subscribers of The Aerospace Forum. At the time of writing this report, oil futures were taking a massive hit of 20% after Saudi Arabia cut its ...
Boeing 787 Profits Are Flattening After A Strong Year

Boeing 787 Profits Are Flattening After A Strong Year

The subject of Boeing's (BA) deferred production balance on the Dreamliner program is a highly interesting one, especially as we have recently seen Boeing 787 profits flattening. The free cash flow always will be more ...
Boeing And Airbus Delivery Value 2019: $110 Billion

Boeing And Airbus Delivery Value 2019: $110 Billion

We already are nearing the end of the second month of 2020, but we have still been busy wrapping up the Boeing and Airbus delivery value overview for 2019. Obviously, 2019 has been an intensive ...
The Aerospace Angle: Coronavirus hits Airbus in China

The Aerospace Angle: Coronavirus hits Airbus in China

The coronavirus has been hunting the markets on fears that the virus might reduce the economic growth of China leading to a cooldown of the global economy. What we are seeing now is that fear ...
Boeing Results Disappoint Even With Low Expectations

Boeing Results Disappoint Even With Low Expectations

Boeing posted its 4th quarter results and full year results on Wednesday before the opening bell. For Boeing, there wasn’t much to save after the Boeing 737 MAX was grounded and Boeing wasn’t able to ...
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