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Bloomberg· 2025-12-18 12:44
Financial Performance - Deutsche Lufthansa is receiving a $400 million holiday bonus from selling two 747 aircraft [1] Industry Dynamics - The US Air Force is purchasing two of Deutsche Lufthansa's 747s to support a new presidential jet [1] - The aircraft being sold are described as being "long been out of favor" [1]
Boeing Said Prepping to Hike 737 Output as Soon as October
Youtube· 2025-10-06 10:24
Core Viewpoint - Boeing is signaling a potential increase in production of its most profitable single-aisle jet, marking a significant turning point after a catastrophic crash 20 months ago [1][6]. Production Plans - Boeing plans to raise its production rate from 38 jets per month to 42 jets as soon as this month, with further increases potentially reaching around 53 jets per month by the end of 2026 [2]. Financial Implications - The increase in production could have substantial financial benefits for Boeing, including improving its finances, paying down debt, generating more cash, and potentially ending 12 consecutive quarters of losses [3]. Industry Context - Airlines are eager for new jets due to a global supply chain crunch, and Boeing's ability to increase production is crucial for their growth [4]. - Airbus is also facing challenges in meeting demand, and Boeing's production increase could help it catch up with Airbus [5]. Historical Context - Boeing has fallen behind in production over the past few years, particularly following the fatal crashes of the 737 MAX in 2018 and 2019, making this a watershed moment for the company [6]. Leadership Perspective - This production increase is seen as the beginning of a potential turnaround under CEO David Calhoun [7].