National Online Forum webinar on Wednesday, May 17, 2023
Please join us at 8:00-9:00am Pacific Time on Wednesday, May 17, 2023, when George Ferguson, Bloomberg Intelligence’s Senior Aerospace, Defense and Airline analyst will discuss the outlook for aircraft manufacturers and suppliers in the back half of 2023 and beyond. Discussion will include delivery expectations for Boeing and Airbus and limiters such as supply chain. Potential for Boeing inventory liquidation and balance sheet effects.
We’ll include a delivery and demand outlook will include narrowbody, widebody and regional aircraft and will include a discussion of Embraer’s commercial aircraft division. We’ll also talk about recent trends at the engine makers and how long margins will be boosted by strong spare parts demand.
To round out the discussion, we’ll include analysis of China’s recovery and the effects on aircraft deliveries and airline health in that country and Southeast Asia. As well as the competitive effects of their homegrown competitor, the Comac C919.
The meeting is free for members and $25 for non-members For more information and to register to attend the meeting go to https://adfnofmay23.eventbrite.com.
Information about joining The A&D Forum is at https://aerospacedefenseforum.org.
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