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falmouthharbor 196 posts  |  Last Activity: Mar 28, 2015 1:28 PM Member since: Jan 21, 2002
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  • Reply to

    Deliveries

    by falmouthharbor Dec 27, 2014 10:57 AM
    falmouthharbor falmouthharbor Dec 30, 2014 11:57 AM Flag

    On 12-29 BA delivered a 737 so the count is now 714. One plane to go.

  • It appears that Boeing has hit the low end delivery goal of 715 planes according to planespotter.
    I had one plane in questionable status (737 l/n 5023) but that is shown as delivered but stored.
    There are still 4 787's ready for delivery and scheduled for delivery this month, At least one of those should
    make it. The flightradar34 has not shown flight activity at Everett or Renton so far today nor do the webcams for both airports.

  • Reply to

    Boeing hits low end target for deliveries

    by falmouthharbor Dec 30, 2014 1:52 PM
    falmouthharbor falmouthharbor Dec 30, 2014 2:44 PM Flag

    Not sure what you mean. In terms of deliveries, they did not lower the annual forecast after the loss. But could they have delivered 4 more by hits date if the loss did not happen? Maybe.
    Financially it would have no impact due to insurance coverage on both the costs and any revenue loss.

  • Reply to

    AirAsia -- horrible accident

    by usaf_ghost_rider Dec 30, 2014 2:19 PM
    falmouthharbor falmouthharbor Dec 30, 2014 2:52 PM Flag

    The reports say the plane requested a change to their route but it was denied. The reports also covered the cultural issues in that area that prevent pilots from changing course without permission.

  • On Jan. 6 spaceX will launch a flight to the space station. The rocket will come back to earth and attempt to land tail first on a barge built for that purpose. I can see how the barge can maneuver side to side but compensating for wave up and down action of the barge isn't clear. In any case, if it succeeds it will be an astounding feat of science.
    From news media:
    That "autonomous spaceport drone ship" from Elon Musk's Space Exploration Technologies Corp. we told you about last month is ready for its close-up.
    On Jan. 6, when SpaceX launches its next Dragon capsule supply mission to the International Space Station, it will attempt to land its Falcon 9 rocket back on Earth using a 300-by-100-foot barge-like drone ship in the Atlantic Ocean.
    Oh, and that'll be an attempted upright landing. No belly flops allowed.

  • Reply to

    Boeing hits low end target for deliveries

    by falmouthharbor Dec 30, 2014 1:52 PM
    falmouthharbor falmouthharbor Dec 30, 2014 3:44 PM Flag

    A 747 was delivered today (Tuesday). count is now 716.

  • Reply to

    Boeing hits low end target for deliveries

    by falmouthharbor Dec 30, 2014 1:52 PM
    falmouthharbor falmouthharbor Dec 30, 2014 5:30 PM Flag

    Agreed. According to Yahoo, the Analysts Q4 earnings per share average estimate is $2.10/share.
    The average revenue projection for Q4 is $23.8B
    The EPS last quarter was $1.86 and revenue was $23.8B with 186 deliveries.
    As of today, they have 187 deliveries.
    So if they are to meet the EPS target of 2.10 for this quarter it would have to come from cost improvements. I suspect revenue will exceed the 23.8B but if the other segments like defense are lower than Q3, it is a crapshoot. Just have to wait and see.

  • falmouthharbor by falmouthharbor Dec 30, 2014 5:45 PM Flag

    Boeing Aerospace Operations, Oklahoma City, Oklahoma, has been awarded a $7,241,633 modification (0022) to contract FA8105-11-D-0002 for C/KC-135 engineering services. Contractor will provide engineering services for the sustainment of the C/KC-135 weapon system including its airframe and airframe components, mechanical and electrical systems, subsystems and their components.
    Boeing Aerospace Operations Inc., Oklahoma City, Oklahoma, has been awarded an estimated $18,681,615 firm-fixed-price and time and materials modification (P00203) to contract FA8106-07-C-0001. Contractor will provide engineering services support including sustaining and non-recurring engineering services for Boeing commercial derivative military aircraft.
    The Boeing Co., St. Louis, Missouri, is being awarded a $27,497,699 modification to a firm-fixed-price delivery order 0140 previously issued against Basic Ordering Agreement (N00019-11-G-0001) for an F/A-18 E/F and EA-18G automated maintenance environment (AME). AME is a suite of integrated software application designed to support the “O” Level maintenance activity by providing enhanced procedural and technical support and data collection for performance analysis and trending.
    Bell-Boeing Joint Project Office, Amarillo, Texas, is being awarded $21,326,083 for cost-plus- fixed-fee order 0090 against a previously issued Basic Ordering Agreement (N00019-12-G-0006) in support of the V-22. This order provides for fleet software sustainment that includes engineering and technical support for the V-22 flight control system and on-aircraft avionics software; flight test planning and coordination of changed avionics and flight control configuration; upgrade planning of avionics and flight controls, including performance of qualification testing and integration testing on software products.

  • Reply to

    Boeing hits low end target for deliveries

    by falmouthharbor Dec 30, 2014 1:52 PM
    falmouthharbor falmouthharbor Dec 30, 2014 7:30 PM Flag

    Airbus has delivered 631 planes thru Tuesday.

  • falmouthharbor by falmouthharbor Dec 30, 2014 9:23 PM Flag

    Boeing's ground support for NASA's Commercial Crew Program passed a critical test recently, its second milestone as part of the program. NASA took three weeks to examine the company's work at the former space shuttle processing facility at the agency's Kennedy Space Center in Florida, as well as a future mission control center.
    "Along with facility designs, we looked at the operation processes," Dave Allega, a lead in the ground and mission operations office of NASA's Commercial Crew Program, said in a statement. "How would they be using those facilities? What is the flow? How are they going to build up their new spacecraft, get it ready to fly, put it on the launch vehicle and then operate it once it is there? Then, after landing, how will they go recover it and turn it around to go and do it again?"
    The company's CST-100 spacecraft is one of two funded competitors (along with SpaceX's Dragon) to bring astronauts to the International Space Station. This would replace the Soyuz flights that fly crew to the space station from Kazakhstan. The CST-100 spacecraft is designed to carry a crew of up to seven people and launch atop an Atlas V rocket.
    NASA was also interested in reviewing Boeing's plans for astronaut training and monitoring crewmembers from the launch to the landing.
    "The CST-100 will be a more simple vehicle to operate than the space shuttle, but the automation is complicated in and of itself, so we need to understand that automation and so does the crew," Allega said in the same statement. "When Boeing trains our astronauts, they will have to balance simplicity, and giving the crew everything they need to know to manually operate the spacecraft just in case something goes wrong."
    The successful ground segment design review capped the second milestone in Boeing's Commercial Crew Transportation Capability.
    To meet NASA's requirements that crews must be handed over to the agency an hour before landing, Boeing plans to land its spacecraft in th

  • falmouthharbor falmouthharbor Dec 30, 2014 9:34 PM Flag

    It wasn't just tropical forests. The forests in most countries had significant growth spurts over the last 5 years.
    The leaf density increased 50% in most areas.

  • falmouthharbor by falmouthharbor Dec 31, 2014 3:33 PM Flag

    With a half day to go till EOQ/EOY, BA has delivered 717 planes so far this year. 70 of those were delivered in December. 42 737's, 2 747's, 1 767, 9 777's, and 16 787's. There are a few more ready for delivery.

  • falmouthharbor by falmouthharbor Dec 31, 2014 5:42 PM Flag

    The Boeing Company, El Segundo, California, has been awarded a $10,631,524 fixed-price-incentive contract to provide the services required to support operations, maintain and sustain all on-orbit Wideband Global SATCOM satellites to ensure continued WGS satellite operations and logistics sustainment support.

  • Reply to

    End of year deliviery numbers

    by falmouthharbor Dec 31, 2014 3:33 PM
    falmouthharbor falmouthharbor Dec 31, 2014 7:34 PM Flag

    Planespotter added 2 more 737's so the count is now 719, 0ne shy of the midpoint of the expectation range of 715 -725. That is a 10.9% increase in deliveries over 2013. The 787 increased deliveries 72% over 2013.
    Now we wait for the financials....

  • Reply to

    End of year deliviery numbers

    by falmouthharbor Dec 31, 2014 3:33 PM
    falmouthharbor falmouthharbor Jan 1, 2015 10:22 AM Flag

    NYC 787 shows 2 more 787 deliveries clearing out the "ready for delivery" planes for December.
    YTD total deliveries is now 721 planes. 193 for Q4. 787 deliveries for December total 18 planes for a yearly total of 114.

  • Reply to

    End of year deliviery numbers

    by falmouthharbor Dec 31, 2014 3:33 PM
    falmouthharbor falmouthharbor Jan 1, 2015 7:08 PM Flag

    You're welcome. If dell is not happy (I put him on ignore a long time ago) with 2014, he is not going to like the BA earnings announcement or the performance in 2015. It is sad to see someone so full of dislike for Boeing. Their success must make his life miserable. Anyway, Hope you have a very happy 2015!

  • falmouthharbor by falmouthharbor Jan 2, 2015 10:10 AM Flag

    These will probably get revised when earnings are announced on January 28.
    Current data from Yahoo:
    EPS = $8.61
    Revenue = $93.42Billion
    It will be interesting to see when the 787 production numbers start to improve over the Q4 data.
    The average load (start assy) to rollout is about 38 days for Everett and 45 days for Charleston.
    They need to get that down to about 30 days in both plants by end of Q2 2015.

  • Reply to

    2015 analyst expectations

    by falmouthharbor Jan 2, 2015 10:10 AM
    falmouthharbor falmouthharbor Jan 2, 2015 10:16 AM Flag

    From Seattle times:
    Inside the Renton 737 jet assembly plant, where two assembly lines each pump out 21 airplanes every month, construction crews are installing the foundation for a third — the new 737 MAX line that will begin production in 2015.
    On a tour this month, Shanahan predicted the Renton plant won’t miss a beat executing Boeing’s ambitious plan: “Going to 52 a month, introducing the MAX and changing our manufacturing process, all simultaneously.”

  • falmouthharbor falmouthharbor Jan 2, 2015 3:59 PM Flag

    Steve WilhelmStaff Writer-
    Puget Sound Business Journal
    Boeing has exceeded its earlier guidance for 787 Dreamliner deliveries, delivering 114 of the planes in 2014, according to the All Things 787 website.

  • falmouthharbor by falmouthharbor Jan 2, 2015 6:14 PM Flag

    Jan. 2, 2015 -The Boeing Co., Seattle, Washington, is being awarded a $60,745,967 modification to a previously awarded fixed-price-incentive-firm contract (N00019-12-C-0112) for the procurement of recurring Advanced Airborne Sensor Capability Platform Integration Kit In-Line modifications in support of the P-8A Poseidon Low Rate Initial Production Lot IV (13 aircraft) and Full Rate Production Lot I (16 aircraft)

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