Boeing's 787 Dreamliner and Airbus' A350 have both sold well in the U.S. so far. And American Airlines, Delta Air Lines, and United Continental will need to order a whole lot more in the coming years.
Skeptics are overlooking Boeing's solid performance in key areas such as 787 program profitability, 737 order totals, and 777X development.
Bombardier's CSeries jets are great planes, but it doesn't really make sense for JetBlue to add a third aircraft type to its fleet.
The airline giant placed a firm order for 75 Bombardier CS100 jets last week.
This story will end badly.
Airbus looks set to get some orders from Delta, but will Bombardier finally land the big sale it has been chasing?
With a 46% interest in the Eurofighter consortium, Airbus stands to reap big gains from this sale.
Investors should look out for more information on aircraft pricing trends, Dreamliner production costs, and KC-46 development progress.
"Don't kick a man when he's down," say some. Others demur: "But that's the easiest time to kick 'im!"
Four companies are poised to prosper as DARPA begins handing out multimillion-dollar contracts.