The planemaker's troubles are so bad that top executives at some of its biggest customers are publicly assailing its management.
Brooke SutherlandBloomberg Opinion Columnist
Brooke Sutherland is a Bloomberg Opinion columnist covering deals and industrial companies. A former M&A reporter for Bloomberg News, she writes the Industrial Strength newsletter.
Its hostile offer is a substantial premium to the accepted one from Frontier, which will most likely have to raise its bid.
A shift from “do-it-yourself” tasks to “do-it-for-me” contractor work may explain a divergence in home-improvement spending trends.
Sales aren’t falling off a cliff, but there are signs that growth has peaked.
It may be right that its initial deal with Frontier has a greater chance to pass regulatory muster, but the airline could have at least extracted some more money.
Many companies are finally seeing an improvement in labor conditions.
Conditions have changed since the toolmaker gave its initial guidance and announced a $4 billion share repurchase plan it’s now rejiggering. But have they changed that much?
The aircraft maker has difficulty pointing to a plane or a program that doesn’t present some sort of challenge.
Inflation, lingering supply chain disruptions and the impact of Russia’s invasion of Ukraine are intensifying uncertainty.
Large group travel has bounced back faster than single business trips.
After weeks of hand-wringing by investors about inflation, two bellwether companies report that demand remains robust.
Questions about how much longer bottlenecks might last are giving way to doubts about the durability of spending trends.
Despite rising air fares and lodging costs, consumers are intent on hitting the road.
An existing agreement to combine Frontier and Spirit makes more sense, but there’s probably only one more mega-merger left for the industry.
Despite pandemic supply chain snarls, industrial CEOs aren’t about to drop the pursuit of greater efficiency in favor of a higher tolerance for slack.
Losing access to $2.5 billion of aircraft is a setback for AerCap, but the world’s largest lessor can withstand the fallout.
Military contractors and weapons makers pose a conundrum for investors who prioritize companies with strong environmental, social and governance credentials.
The 737 Max wasn’t involved, but the accident may complicate its return to the country’s skies.
The potential direct side effects of the war in Ukraine appear more manageable than initially feared.
Industrial companies’ logistics snarls pale in comparison to geopolitical conflict.
