05-14-2021, 06:34 PM
(05-14-2021, 06:31 PM)MrPosadas Wrote: I would recommend doing your DD as well when it comes to Boeing. They have done okay with their defense contract work but have been mired by their commercial aviation missteps. Delta’s last several orders have been with Airbus because Boeing’s quotes were not competitive. It’s too bad they backed out of the Embraer merger last year because it was a product gap they desperately needed to fill after Airbus acquired Bombardier.
Also, the dust hasn’t settled in regards to their existing FAA delegations following the MAX dumpster fire. If they start to loose their DAR/DER authorities then certifying anything new whether it be a widget or an aircraft will take much longer because they’ll be dependent on direct FAA approvals.
Airbus is positioned better in the long term. They have a fabrication facility in Mobile, AL and have been delivering narrow body aircraft for a few years already, so they have been able to avoid most tariffs. Would be great to see them build wide body aircraft in the US in the future. It’ll keep Boeing on their toes.
Thanks!