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2023-04-12 13:06:57 ET Summary Boeing saw healthy and balanced order inflow in March. Boeing deliveries are at highest point since the traditional strong December month. We're looking for more signs of consistently getting 50 airplanes out the door each month. While many f...
2023-04-10 13:55:27 ET Summary Airbus has exclusively provided widebody aircraft to Delta Air Lines for over a decade. Delta's widebody order book will be delivered within three years. Data suggests that Delta's flagship Airbus A350-900 has struggled to meet Delta's needs. ...
2023-04-03 05:29:00 ET Summary Rolls-Royce had a decade to forget. Share price multiplied by 2.5 times over the past 6 months - a massive vote of confidence from investors. 2023 would be a critical year to entrench the pillars of recovery of performance. Look back a ...
2023-03-31 17:48:44 ET Rolls-Royce ( OTCPK:RYCEY ) was awarded a $714.03M contract for T108 AE2100 engine sustainment. This contract provides for the technical, logistics, engineering, maintenance, repair, and overhaul services required to provide long-term sustainment ...
2023-03-31 10:57:50 ET Rolls-Royce Holdings ( OTCPK:RYCEY ) ( OTCPK:RYCEF ) on Friday named BP executive Helen McCabe as its next CFO, replacing Panos Kakoullis. The change comes as CEO Tufan Erginbilgic, who at the beginning of the year joined the maker of jet engines, implemen...
2023-03-27 11:10:16 ET Leidos Holdings ( NYSE: LDOS ) on Monday was downgraded to Hold from an investment rating of Buy among analysts at Jefferies. They said the information-technology contractor faces greater uncertainties on new business wins with the retirement of CEO Roger ...
2023-03-05 07:49:58 ET Summary Recommending something just after a 30% rise is very much a momentum trade idea, but that's not quite my point here. Rolls-Royce faced an extinction level risk, and I think it has - at least possibly - avoided that. I am therefore recommending Ro...
Summary General Electric won the bulk of the Air India order. Rolls Royce will supply the engines for the Airbus A350 for which it is the sole turbofan supplier. Selection of GE/CFM turbofans makes a lot of sense when considering expertise and reliability. On the 14th of F...
Rolls-Royce Holdings started a strategic review led by new CEO Tufan Erginbilgic as part of the latest effort to turn around the struggling maker of aircraft engines, The Wall Street Journal reported. More to come.... For further details see: Rolls-Royce said to start strategic review...
Summary Ruane, Cunniff, & Goldfarb’s 13F portfolio value decreased from $6.73B to $6.40B this quarter. The number of positions increased from 31 to 32. They dropped Wayfair and decreased UnitedHealth, Elevance Health, and Netflix. The top three positions are Charles Schwa...
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Veryon , a leading provider of information services and software solutions for the aviation industry, recently signed a long-term agreement with Rolls-Royce Deutschland , the world's leading engine supplier in Business Aviation, for the Veryon Guided Troubleshooting product. Trusted by ...