槍が降ろうとも737MAXとボーイングの成り行きを見守るまとめ 13

Robert Wall @R_Wall

Boeing shelved plans to shed another 10,000 workers by the end of the year; CEO sees urgency in restarting order intake from China wsj.com/articles/boein… via @dougcameron @ @AndrewTangel

Gillian Rich @GillianRich_

$BA CEO expects that China and other remaining regulatory approvals for the 737 Max will occur this year.

Glenn Farley @GlennFarleyK5

“We are turning the corner and the recovery is gaining momentum,” says Boeing CEO David Calhoun on today's 2nd quarter conference call.

Marcus Weisgerber @MarcusReports

The first thing @Boeing CEO Dave Calhoun says on the company's quarterly earnings call: "Please encourage everyone you know to get the vaccine."

Reuters Business @ReutersBiz

Boeing posted its first quarterly profit in two years, helped by deliveries of its best-selling 737 MAX jets to airlines as travel bookings rebounded from global COVID-19 vaccination rates reut.rs/2Wu2YUu pic.twitter.com/Cf7Y71FcpA

拡大

サキノハカ @sakino_haka

ボーイング「ほぼ2年ぶりに四半期決算で利益が上がりました😭」

Gillian Rich @GillianRich_

$BA CEO said that Boeing expects to deliver the first 777x in late 2023, as announced earlier.

Leslie Josephs @lesliejosephs

Boeing CEO tells @CNBC he doesn't think the delta variant will have "severe repercussions" on global air travel recovery though it could weigh on widebody demand. Says airplane cabins are safe. (Thing is people land and question is how Covid spreads at origin/destination) $BA

Glenn Farley @GlennFarleyK5

Boeing CEO David Calhoun says the company's work force will remain steady going ahead, around 140,000, not further down, but not up either.

Seattle Times Aero @SeaTimesAero

For the first time since 2019, Boeing knocks out a profit twib.in/l/bELajk67yzxd pic.twitter.com/DhOJPpb0CC

拡大

Glenn Farley @GlennFarleyK5

Boeing's backlog of unbuilt airliners stands at 4,155 worth $285 billion

Gillian Rich @GillianRich_

Boeing CFO said that the peak use of cash for 777x program occurred in 2020. He expects cash flow to improve as we get closer to and begin deliveries in late 2023.

Leslie Josephs @lesliejosephs

Boeing CEO says labor availability is a "watch item." Big 180 from last year when it was slashing jobs as fast as possible after travel demand dried up. Comments echo what we've heard from Boeing's airline customers this summer. $BA

Leeham News and Analysis @LeehamNews

Margins on @Boeing 787 are "near to zero" says interim CFO. Avoiding reach forward loss, so far.

Robert Wall @R_Wall

Boeing’s surprise Q2 profit is a sign that the worst period in the plane maker’s history is over. But investors shouldn’t forget that Boeing’s homemade problems aren’t going anywhere. wsj.com/articles/boein… writes @jonsindreu

Leeham News and Analysis @LeehamNews

Well, this is a surprise. There were only 10 (Ten) @Boenig 737 MAXes delivered from inventory in the second quarter, according to SEC filings. I would have thought more would have come from inventory.

Leeham News and Analysis @LeehamNews

Since the MAX was recertified, Boeing has delivered about 60 from inventory and +/-130 in total (ie, +/- 70 from production).

Jon Ostrower @jonostrower

The question of the 787’s profitability is not solely one for a question of quarterly results, but ultimately how Boeing brings new airplanes to market and ensures they can sustainably invest in projects that yield a positive overall long-term return. theaircurrent.com/aircraft-produ…

Dominic Gates @dominicgates

Boeing, under intensifying regulatory scrutiny after the fatal MAX crashes, has been directed by the FAA to rework its flight manuals for both the 777X and MAX 10 to include detailed emergency pilot procedures. seattletimes.com/business/boein…

Andrew Tuohy @podkulachnik

FAA has long been lax in terms of requiring updated flight manuals - even when the manufacturer has zero influence. It’s not that Boeing got a special deal, this is just how the FAA works/worked. A thread: twitter.com/dominicgates/s…

Andrew Tuohy @podkulachnik

This is a heavily modified Cessna 182Q. The major airframe and power plant modifications are the canards, the wing extensions, the engine and prop, and of course the bigass tires. One company will do all these modifications at once, if you’ve got a few hundred grand lying around. pic.twitter.com/coQ2W6eT1r

拡大

Andrew Tuohy @podkulachnik

That plane as modified crashed twice, once in 2009 (pictured) when it went off a short gravel bar and into a river, and again in 2014 when it stalled on approach to a backcountry airstrip and crashed in some trees. The second crash was the end of the plane, but the pilot lived.

Andrew Tuohy @podkulachnik

The NTSB report for the second crash was scathing - toward the manufacturer and the FAA, mostly. Long story short, each modification was certified individually by different companies, and this other company took them all and put them together. But…

Andrew Tuohy @podkulachnik

The pilots operating handbook was never updated properly to reflect that not only did each modification have its own changes to how the airplane flew, but together they made the plane fly different than either originally *or* as modified piece by piece.

Andrew Tuohy @podkulachnik

Worse, here’s a relevant NTSB report excerpt: “Review of FAA-approved performance data in the original Cessna POH and all the STC POH supplements indicated that… the (company)-advertised values were significantly more optimistic than those in the published/approved data."