Check out this recent brokerage report on why they are bullish on 6E: https://images.assettype.com/bloombergquint/2024-03/7f430c2e-e99b-4a7d-9146-1cac36acee20/ICICI_Securities_IndiGo_Company_update.pdf they do expect the Book Value per share to double over next 2 years. another one: https://images....
Jump to postI think the main issue would be the engine to support a greater MTOW. While the wing area could be increased along the same lines as the A359 to A351 there is only so much without n expensive redesign of the wing hence it's likely to be under winged like the 77W and rely on higher trust engines to ...
Jump to postAirbus is not in the aerospace business for shareholder profit, it is for technology and high skill workforce. We need to think the same way, jobs and technology. About time we stopped with this tired old falsehood. Airbus is definitely about shareholder profit - 75% of its shares are privately hel...
Jump to postIt's not just about volume anyway. Rather than ramping up production quickly, with all the risks that entails, a slow increase while keeping good profit margins makes far more sense. In this neck of the woods, the pandemic has ripped through the ranks of senior, long term, experienced subject matte...
Jump to postIf anything , Airbus people should have worked harder to ramp up the production on all their lines and kept the A380 line alive. They are dragging their feet too much, what is taking them so long to ramp up A220, A330neo, A350 production? Boeing is a sitting duck waiting for Airbus to finish it off...
Jump to postIf anything , Airbus people should have worked harder to ramp up the production on all their lines and kept the A380 line alive. They are dragging their feet too much, what is taking them so long to ramp up A220, A330neo, A350 production? Boeing is a sitting duck waiting for Airbus to finish it off...
Jump to postI don’t see Stephanie Pope as the right person to lead BCA and replace Stan Deal. She is an accountant who spent almost all of her career in finance. She also started her career at McDonnell Douglas. Stan Deal, Jim Albaugh and Kevin McAllister are engineers. How did that work for Boeing? I’m not sa...
Jump to postAirbus would be dumb to hold a grudge against Ryanair & MOL, to be honest. Why? 1) They have a full A321N order book for 6 years from customers paying them good margins 2) Freezing O' Leary out works very well to 'pour encourager les autres' nobody is going to pick a fight with Airbus seeing th...
Jump to postIt has been quite rapid. They seemingly went from on fire and in crisis to powering on in about 5 months, I think that was as much to do with the new CEO wanting to make his mark verbally when he was probably aware of the direction the company was in before he took over. I may be wrong but doubt yo...
Jump to postI don't know if this has been posted before, but there's an interview with the Ryanair CEO O'Leary about the situation at Boeing. Fair use excerpts: O’Leary acknowledged that Deal “is a very good sales guy”, but suggested that a different approach might be needed: “What Boeing needs in Seattle is n...
Jump to postRE: A220/Airbus Canada struggling to survive. In my experience employee pay is a rounding error on the bottom line. There is always an "anti-people" sentiment among business leaders though, so I guess we'll just have to wait and see how this plays out. My experience in this sort of busine...
Jump to postBOS-FCO is about 4,100 nm, for that range the payload would be restricted to about 21-22 tonnes. https://epsilonaviation.files.wordpress.com/2019/06/b757_a321lr_a321xlr.jpg https://epsilonaviation.wordpress.com/2019/06/29/what-can-and-cant-the-a321xlr-do/ This chart is deceptive. The slope of the X...
Jump to postSo I think a gap in passenger capacity between the largest popular single isle passenger jets and the smallest popular twin isle jet will remain significant. Reflecting the significance of the extra cost of providing that extra isle's worth of non revenue earning space. This. The industry needs tho...
Jump to postBoeing absolutely made the right decision by dropping the 757 and 767, so I'm not criticizing them there, but I am curious to know what the future of the MoM segment looks like. Are we really heading towards a world where there isn't an option between the A321 and the 787-8? The MAX-10 seems like a...
Jump to postThat’s a myth that usually makes US Navy commanders with SSBN experience who have worked with the RN laugh, RN personnel get fed up of hearing. The Command and Control is entirely UK and unique to the UK, no President to ultimately authorize nuclear release, the PM can request the one person that c...
Jump to postOn a side note, the EU is discussing getting nuclear weapons. This discussion is fueled by several high ranking German officials, after Trump made some alarming comments about Nato. Currently, the UK (not in the EU) have their own nukes. France has nukes, used independantly and is not taking part i...
Jump to postLots of words there, but actions are more important. Unfortunately too many companies seem to act as if having an appropriate motherhood statement, and prefexing all communications about their accidents with "Safety is at the forefront of everything we do" is an alternative to actually do...
Jump to postIn my opinion, the only thing that's still missing is a long narrow body to fill the gap between the A321NEO and the A330NEO. Let's call it an A322. It would be similar to the 757-300, a further stretch of the A320-series beyond the A321. The current A321NEO is replacing the 757-200, but what repla...
Jump to postI think you’re inferring values on the mission statement. Boeing lays out more details if you bothered to look. How we operate Start with engineering excellence A strong engineering foundation enables us to build and maintain our products with safety, quality and integrity in the factory and in ser...
Jump to postYou mean like this: https://www.boeing.com/sustainability/values FYI, Boeing’s mission is to, “protect, connect and explore our world and beyond.” Protect (shareholders value), connect (customers to our bank accounts) and explore our world and beyond (to find more revenue). Pretty healthy objective...
Jump to postCivil engineers? Of course, dealing with stresses under statics and dynamics, someone has to design aerostructures. Chemical Engineers? Of course, shaping chemical properties to develop new composites, polymers, metal alloys, semiconductors. There are many other disciplines you could add, system en...
Jump to postPeople here seems to casually use the term engineer here but as we all know there are many sorts of engineer - many involved in aircraft production, many not. Are we considering all equal? (For info I have a BSc in Mechanical Engineering) Aeronautical Engineers? Stress Engineers? Civil Engineers? (...
Jump to postcv5880 wrote:Airbus can smell blood. With Calhoun saying no new Boeing design for the next 10 to 15 years why wouldn't they go for a clean sheet.
Reuters has previously reported on Airbus working on a A321neo plus plus (https://www.reuters.com/business/aerospace-defense/airbus-ceo-says-focusing-evolving-existing-portfolio-2021-06-10/) (https://www.reuters.com/article/idUSKBN1850V7/) You would think another next gen A320 would be the more log...
Jump to postPeople here seems to casually use the term engineer here but as we all know there are many sorts of engineer - many involved in aircraft production, many not. Are we considering all equal? (For info I have a BSc in Mechanical Engineering) Aeronautical Engineers? Stress Engineers? Civil Engineers? (...
Jump to post31 firm orders in January for Airbus, according to their monthly update. Delta: 20 A350-1000 Ethiopian Airlines: 11 A350-900 The A350 has had a very lean spell from 2013, with 812 net orders in 2013 only going up to 925 in 2022 (113 net orders in 9 years), but it looks like its back with a bang, wi...
Jump to postIt's a lot harder to do on a much larger product produced at much lower volumes, such as a 737. It is possible, though Airbus seem to have mastered robotics on the A320 lines. Boeing tried it on the 777 line but never got it to work. I'll bow to your superior knowledge. I'd heard it was done on the...
Jump to postDo we know if these particular rivets are machine or hand drilled? Are the deficiencies even visible to the naked eye? That be the point of doing a 3D scan, no need for human eyes. And I really really hope they are machine drilled because hand drilling is very tedious: https://economictimes.indiati...
Jump to postI think the biggest question is Spirit really a willing company in this case? If Boeing decides to say, have the 737 fuselage made in South Carolina at the Boeing facility there, then does Spirit still have a viable business? There is some asymmetry in the negotiating positions. Boeing can’t quite ...
Jump to postBoeing sold the Wichita Plant complex and associated business to Spirit in 2005 simultaneously hiring them to work the operations as contractors in a kind of outsourcing deal. The first of the leaks started coming out in 2007 period. They were initially dismissed as being the work of *disgruntled s...
Jump to postI don’t have a moment to look up the timeline, but as I recall the Wichita plant has been in Spirit’s hands for quite a while. For much of the end of, if not almost of the NG production, during which time the NG seemed to have a mostly trouble free operation. So when did the problems with 737 produ...
Jump to postUndoubtably Boeing has to change to reverse it's fortunes. Its business priorities need to be reset. So a change in direction is required. And direction is set by it's directors. And these are largely appointed by it's largest shareholders. Unfortunately it is currently primarily left up to them, t...
Jump to postAlan Mulally would be an excellent Chairman Emeritus! He could oversee moving the HDQ back to Seattle, get rid of the military and space division, clean out the BOD and oversee the transformation from an underfunded McDonnell Douglas/GE bean counter culture model back to a Joe Sutter Engineering ex...
Jump to postJust looking at the results... https://investors.boeing.com/investors/news/press-release-details/2024/Boeing-Reports-Fourth-Quarter-Results/default.aspx Global Services is absolutely keeping the company afloat at the moment A $3.3Bn operating profit and 17% margin. Which is actually very impressive....
Jump to postI've found locating OEW data to be problematic. Wiki generally lists them but those are general numbers. In reality they are highly specific to the airline and what BFE they install I agree. That's why I wonder how "Max10 will always be heavier then A321neo" can be stated as fact :confuse...
Jump to postUA will and wants to take the MAX10 for transcons, in regular config and with lie flats as there is a CASM advantage vs. the competition with 321's. That's a lot of $$ over 25 year life of a plane, so the MAX10 will happen. So, figure 150 or 200 have to stay. That puts 50-100 in play for Airbus. My...
Jump to postI hope this is not true, otherwise the rot is so deep it will be almost impossible to fix… If you changed the company's culture once, you can change it again. It has to start with the C-Suite and then extend down to lower tiers of management and the line workers. Back in the 1980's the American car...
Jump to postI can imagine Airbus might be able to conjure up some A321 slots for United, perhaps at a healthy premium, but I would be surprised if the A350 comes into play. Yes, United have had ample time to cancel that order. But they've also had ample time to proceed with it, and have chosen not to do so. I ...
Jump to postYou are absolutely right to point out that on a product as complex as an airliner there are invariably going to be non-conformances that don't fundamentally affect safety that are either just accepted by the regulator and customer (concessed) or accepted subject to remediation at some suitable time...
Jump to postContext is important when past production pauses are equated with the fallout from AS1282. None of the quality issues that required Boeing to pause production or deliveries were related to safety based on the absence of action for in service fleet. My understanding is that Airbus’ procedures would ...
Jump to postTrying and succeeding are quite different. Particularly in something as complex as aircraft manufacturing supply chains, change can take time so the real question is are quality issues being addressed and corrected? It’s important to understand Airbus is not delivering flawless aircraft. There are ...
Jump to postOf course Boeing is in a bind of its own making. That doesn’t mean that investing a new product for the sake of investing in a new product makes sense. Nor does firing management. Or not worrying about the bottom line. There are a lot of asinine suggestions that will do nothing to solve Boeing’s pr...
Jump to postSo basically they have two choices, dump the MAX 10 order without penality and order close to 250 a321neos or keep the MAX 10 order and exercise part of their a321neo options ( for 40) to secure any near term available slots airbus manages to find . A little hard for me to believe UA would want to ...
Jump to postAll this effort only makes sense to me if Airbus has received signs or confirmation from UA that they’re cancelling some part or all of the 737-10 order. Otherwise why go through all this trouble for a customer you already have, for an aircraft they already ordered and isn’t exactly lacking in sale...
Jump to postThe MAX 10 has some 1000 orders, UA walking away would reduce the backlog by about 1/4. But the glass is half full for Boeing, it would free up production slots for potential other customers. Honestly, I don't see this as UA abandoning the Max10 as much as it might be filling some of the short term...
Jump to postIsn’t there a US based ULCC currently having financial whoas, that also happens to have NEO orders, that also may welcome the idea of being compensated for getting out of those orders? There is an airline in India, of course that has the grand total of 677 x A321 NEO still on order. I find it hard ...
Jump to postIsn’t there a US based ULCC currently having financial whoas, that also happens to have NEO orders, that also may welcome the idea of being compensated for getting out of those orders? There is an airline in India, of course that has the grand total of 677 x A321 NEO still on order. I find it hard ...
Jump to postLooks like she got her MBA from Lindenwood University in St. Louis. My degree is from Lindenwood. I don't like to admit to many people that I went to LU. It is not a good university, and the MBA program is a step above a degree mill. I suspect she knew someone at McDonnell (not hard to do in St. Lo...
Jump to postBig difference if there is a design issue that leads to premature cracking of major structures and a quality issue that can be avoided in the future. Big difference between a known inspection requirement that's been in process for 3 years now being extended into routine inspections on younger aircr...
Jump to postI would suspect that the Boeing 737MAX sagas will be part of Business School case studies for decades to come. Hopefully business schools will start teaching the downside of financial-only focus and short term thinking. Boeing sure has been offering a lot of grist for Business School case studies, ...
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