linkedin.com/posts/activity…

linkedin.com/posts/activity…

linkedin.com/posts/activity…

linkedin.com/posts/activity…

linkedin.com/posts/activity…

linkedin.com/posts/activity…

linkedin.com/posts/activity…

Getting ready to speak this morning at All Wheels Up ♿✈ working group. Presenting results of our congressional research study for feasibility of onboard wheelchairs.

Airfares have risen but the number of bookings are falling showing the pressure on consumers- a warning for post-summer travel. Airlines will fall short of 2019 levels of revenue in 2Q on higher costs. Bloomberg clients can read the full report here: lnkd.in/ggBgYswS

Bombardier is in a rough spot as cash generation breaks down on problems in the train business. Bond maturities come in bulk by mid-2021 leaving little time to get trains working well again.

Bloomberg subscribers read the full report: preview.tinyurl.com/qljtvvh

#gtfiv #aerospace

Without a good sales year for the 787, we see it on the cusp of a rate cut by the end of 2020.

For Bloomberg subscribers see our full Aerospace 2020 Outlook here: preview.tinyurl.com/uuarzsv

#gtfiv #Aerospace #airlines

We believe a simulator training requirement on the Boeing Max could cost the company $5 billion.

Full report available to Bloomberg subscribers here: preview.tinyurl.com/uzp6zwd

#gtfiv #Aerospace

Turkish Air payments for the Max grounding indicate costs will be higher than expected and not just due to the delay. Boeing seems to be settling with the largest customers as they likely reaffirm commitments.

Full report for Bloomberg subscribers: preview.tinyurl.com/yeavyepe
#gtfiv

We see the Airbus A321XLR as a bright spot for an otherwise weak airplane sales environment in 2020. The rest of our 2020 Narrowbody outlook is available for Bloomberg subscribers here:
preview.tinyurl.com/udqpocc
#gtfiv #AeroSpace

Over the next 5 years airlines could spend up to US$1.46B on overhead bin retrofits. New big articulating and shelf bin designs provide more room for carryons on narrow body AC. #aircraftinteriors #interiorretrofit

#dubaiairshow shows that large widebodies will be a niche as direct flights with small widebodies (787 and A350) and large, long range single aisles (Airbus A321XLR, Boeing MAX9) will power long haul flight.

Full report for Bloomberg subscribers: preview.tinyurl.com/spdzrdq

#gtfiv

The Indigo orders announced last week remind us that while Airbus and Boeing narrowbody order books are strong, they probably aren't fully booked for 7 to 8 years.

Bloomberg subscribers can see the full report here: preview.tinyurl.com/y3fe8f8m

#gtfiv #aerospace #airlines

We are of the view that Boeing needs a new 737 soonest, even before it launches a new middle of the market airplane. The full report is available to Bloomberg subscribers here:

preview.tinyurl.com/y5aqb5xs

#gtfiv #aerospace #737max #airlines

Airbus' US exposure is $40 billion, larger than Boeing's backlog to Europe of $30 billion. If you slim to core Germany, Spain, France and UK, the number falls to $17 billion.

Full report for Bloomberg subscribers: preview.tinyurl.com/y33e4s5c

#gtfiv #AeroSpace