BA The Boeing Company Loading... : Bullish and Bearish Analyst Opinions
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14:00
Jul 10
Jul 10
Delta expects its non-fuel unit cost (CASM-ex) to normalize toward low single-digit growth as capacity growth normalizes in Q4, but the offset is that capacity growth is being restrained partially by fleet and engine availability issues. — This points to ongoing durability of pricing power as supply is constrained by OEM delivery delays and engine durability issues.
HIGH
15:00
Jan 13
Jan 13
The 787-10 has been selected for its 'category killer' unit cost economics, representing a step-change in margin improvement over the Boeing 767s it replaces. — The 787-10's superior efficiency could support Delta's long-term cost trajectory, while Boeing benefits from a high-profile endorsement of the airframe.
HIGH
About BA Analyst Coverage
Buzzberg tracks BA (The Boeing Company) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Ed Bastian.