Articles tagged with: Boeing

15
April
2014

Boeing, Spirit AeroSystems reach new supply agreement

Featuring: Richard L. Aboulafia

Boeing, Spirit AeroSystems reach new supply agreement

Boeing (NYSE: BA) and Spirit have been working for some time a new long-term agreement. The newly announced deal amends the current agreement, which was extended last year. Richard Aboulafia, an aviation analyst with Virgina-based Teal Group, says the agreement is good in that it removes short-term uncertainties. While a longer-term deal would be good, getting pricing set in the interim is a beneficial step, he says. “If you look at this like a war, a cease fire is always a good thing,” he says. As for the question of variant aircraft, Aboulafia says it may be more of a function of timing in terms of where those aircraft are in their development.

Media Outlet: Wichita Business Journal Tags Boeing | Spirit Aerosystems

04
April
2014

Big Delta aircraft order could be boon — or a bust — for Boeing

Featuring: Richard L. Aboulafia

Big Delta aircraft order could be boon — or a bust — for Boeing

But you can bet Delta will drive a hard bargain for the twin-engine 777s, although it may be hard-pressed to get the discounts it would like. “777 300ER has some of the best pricing in the business,” said Richard Aboulafia, analyst from the Teal Group, outside Washington, D.C. “‘What Delta would like is 50 percent off list, and they’re not going to get that with the 777 300ER. But given the bridge problem, they might do this in a few years.”

Media Outlet: Puget Sound Business Journal Tags 787 Dreamliner | Boeing | Delta Airlines

29
March
2014

Boeing’s Iconic 747 May Be Flying Into The Sunset

Featuring: Richard L. Aboulafia

Boeing’s Iconic 747 May Be Flying Into The Sunset

“You used to get quite a lot of 747s, but not that many that come in here now,” Chester says. “I think 747s will be a thing of the past in the not-too-distant future.” In fact, industry analysts have predicted that for some time, Richard Aboulafia, a commercial and military aircraft expert with the Teal Group consulting firm, says that with its four engines, the 747 is a gas-guzzler. Airlines are opting instead for newer, two-engine planes — like Boeing’s 787 Dreamliner. “Getting rid of engines is a great thing in terms of fuel efficiency,” Aboulafia says. “That’s why more and more airlines are focusing on those smaller-sized planes.”

Media Outlet: North Carolina Public Radio Tags 747 | 787 Dreamliner | Boeing | Engines

28
March
2014

Russia Sanctions Not Hurting Industry Yet

Featuring: Richard L. Aboulafia

Russia Sanctions Not Hurting Industry Yet

Indeed, titanium supply constrictions could become a sore point for companies such as Boeing if more sanctions are applied, several analysts note, meaning at least higher prices for the element. “That is going to be a key concern,” says Richard Aboulafia, vice president for analysis at the Teal Group. The aerospace industry is one of the top customers for titanium alloy products, with newer commercial aircraft using far more than previous generations due to its favorable strength-to-weight ratio. Boeing has forecast it would spend $27 billion on Russian titanium supply, design engineering and services “over the next decades.” In July 2009, Boeing and VSMPO-Avisma, Russia’s largest titanium producer, started a 50/50 joint venture, Ural Boeing Manufacturing (UBM) in Verkhnyaya Salda.

Media Outlet: Aviation Week Tags Boeing | Crimea | Russia | Sanctions | Titanium | Ukraine

25
March
2014

Analyst warns: Boeing squeeze on suppliers could be ‘self-inflicted wound’

Featuring: Richard L. Aboulafia

Analyst warns: Boeing squeeze on suppliers could be ‘self-inflicted wound’

Aerospace analyst Richard Aboulafia is referring to Boeing’s “Partnering for Success” program. The company has been touting the program as a partnership with suppliers intended to make both the company and its aerospace suppliers competitive and profitable, but some suppliers consider it an unfair invasion.

Aboulafia, a senior aerospace analyst for the Teal Group outside Washington, D.C., in his March briefing message said he thinks Partnering for Success may prove to be a “serious self-inflicted wound” for Boeing Co. (NYSE: BA). In his analysis, he points to Boeing’s tactic of taking companies off the list of potential suppliers if they don’t meet Partnering for Success (PFS) standards, a practice that Boeing CEO Jim McNerney has called a “no-fly list.”

“Since the Orwellian-sounding PFS began last year, I don’t think I’ve met a supplier who wasn’t either angry about, or scared by this initiative,” Aboulafia wrote. He added that the tactic is removing from consideration some seasoned suppliers such as UTC Aerospace Systems, which builds the landing gear for the current 777 but will be replaced for the 777X.  Aboulafia  made similar points in his annual presentation  during the Pacific Northwest Aerospace Alliance annual convention in February, before an audience of somber local and international suppliers.

Media Outlet: Puget Sound Business Journal Tags Boeing

19
March
2014

Is Boeing Flying Through a Thundercloud?

Featuring: Richard L. Aboulafia

Is Boeing Flying Through a Thundercloud?

A Boeing company executive told Reuters that it’s making less EA-18G military aircraft until Congress increases the orders. In fact, after 2016 the company plans to shut down the St. Louis production line of F/A-18E/F Super Hornets and EA-18G Growlers. This could affect Boeing’s operating results as sizable part of the revenue is derived from the U.S. government. Also, according to aviation analyst Richard Aboulafia, another essential factor that’s having a bearing on Boeing’s defense arm is Lockheed Martin‘s top fighter aircraft, the F-35, which is endangering the existence of Boeing’s F-15, F-18, and C-17.

Media Outlet: The Motley Fool Tags Boeing

18
March
2014

Musk Jab at Rival Shows U.S. Space Reliance on Russia

Featuring: Marco A. Caceres

Musk Jab at Rival Shows U.S. Space Reliance on Russia

Two companies vying with SpaceX for a NASA commercial crew program – Boeing(BA:US) and Sparks, Nevada-based Sierra Nevada Corp. – - may also find themselves relying on Russian engines, because of their plans to use Atlas V rockets, said Marcia Smith, a former director of the space studies board at the National Research Council and now editor of Arlington, Virginia-based spacepolicyonline.com. Even so, mutual dependencies in space may make this one area that’s immune to disagreements on the ground. “The Russians are making money off these sales,” said Marco Caceres of the Fairfax, Virginia-based Teal Group. “It would make sense from a political standpoint to snub us, but from a financial standpoint, it’s not so good.”

Media Outlet: Bloomberg News, Business Week Tags Atlas V | Boeing | Elon Musk | Engines | Lockheed Martin | Russia | SpaceX | Ukraine | United Launch Alliance

23
February
2014

Government and industry work to cut the cost of reaching space

Featuring: Marco A. Caceres

Government and industry work to cut the cost of reaching space

SpaceX’s prices are so low that they could upend the price structure the Air Force has used in sending military satellites into orbit. “What we do know is that if you look at a SpaceX heavy launcher like a Falcon 9 or a Falcon heavy, it’s at least 50 percent cheaper than a comparable vehicle by Boeing or Lockheed,” said Marco Caceres, senior analyst at the Teal Group Corp. in Fairfax, Va. “We’re talking at least $50 million cheaper per vehicle so it’s a significant cost saving for the Air Force.”

Media Outlet: San Bernadino County Sun Tags Air Force | Boeing | DARPA | Falcon 9 | Falcon Heavy | NASA | SpaceX

22
February
2014

Boeing, General Electric After Selling Airliner Parts to Iran

Featuring: Joel Johnson

Boeing, General Electric After Selling Airliner Parts to Iran

Virginia-based Teal Group analyst Joel Johnson said the move could help American firms to put themselves in a position to benefit if a broader softening of sanctions is agreed. "It allows some US companies to get a foot in the door and restore relations that they have not had for over 20 years," Johnson said.

Media Outlet: PressTV Tags Boeing | General Electric

05
February
2014

Analyst Aboulafia lauds 777X, berates Boeing for creating ‘ill will’

Featuring: Richard L. Aboulafia

Analyst Aboulafia lauds 777X, berates Boeing for creating ‘ill will’

Top aviation-industry analyst Richard Aboulafia said Wednesday that Boeing’s 777X program could give the jet-maker a significant lead over rival Airbus in the decade ahead. But he also warned that Boeing management is running big risks with a “penny-wise and pound-foolish” strategy of squeezing its labor unions and suppliers. Stan Deal, Boeing vice president in charge of the supply chain, later defended the company’s pressure on suppliers to cut their prices. Aboulafia said the 777X is a winning concept in a size and performance category where Airbus doesn’t yet have a competitive candidate. “Airbus faces a real challenge to respond to 777X. They are going to have to find $12 billion or so to do something,” he said, adding that failure to do so could result in “a permanent Boeing advantage.”

Media Outlet: Seattle Times Tags Boeing

<<  1 2 [34 5  >>  

Teal Group offers online access to all our products through the web. Contact our Sales Staff to obtain a user ID and password for online access. Instructions for accessing the Online Demo are found below. You will only have access to the Online Demo product. You will need Adobe Acrobat Reader to read the reports on the online access site.

logon demoDEMO INSTRUCTIONS

  1. Log on using Demo User ID 2306 and Demo Password teal.
  2. A list of Teal Group Products will appear on the next screen.
  3. You will have access to the online demo and you will be able to see what is available in other services. Accessible reports will appear as clickable text in red under the Title of the Briefing. You will not be able to access reports in unsubscribed services. These report titles will appear as normal text in black.
  4. Click on "Online Demo". The various briefing titles will appear. Click on a section and the sample reports in that section will appear. At this point you can click on the sample report to access the file.

 

To inquire about online access and site licenses please contact Mr. Tim Storey.