Kevin Michaels

Kevin Michaels

Contributing columnist Kevin Michaels is president of AeroDynamic Advisory in Ann Arbor, Michigan.

Articles
Opinion: Boeing’s $50 Billion MRO Play  1
With its new Global Services unit, Boeing aims to triple its aftermarket revenue to $50 billion within the next decade.
Opinion: Why The Rockwell Collins-B/E Aerospace Merger Could Work  2
The combined company will be a super supplier of buyer-furnished equipment poised to ride the wave of aircraft interior retrofits.
Opinion: How Morocco Has Become An Aerospace Star  7
Morocco needs to maintain security and political stability. But with major civil OEMs laser-focused on cost reduction, the outlook appears to be bright.
Opinion: How The C Series Raises The Single-Aisle Bar  60
Bombardier has clearly done its homework, studying lessons learned from bleeding-edge programs like the 787 and also introducing its own innovations.
Opinion: Why Civil Aerospace Is Turning Off Tier 1 Suppliers 
There is concern among Tier 1 leader that the air transport segment is becoming structurally unattractive and less worthy of investment than its alternatives.
Opinion: Is Vertical Integration The Next Big Thing?  4
When five highly regarded and diverse business visionaries all bet on a similar supply chain approach, it certainly merits our attention.
Opinion: Are Single-Aisles Becoming A Commodity?  16
Sales prices for Airbus A320s and Boeing 737s over the past 15 years have barely budged, even as fictional list prices have marched steadily upward.
Opinion: Reasons To Cheer Honeywell-UTC Merger Failure  3
The companies’ significant business overlap would have raised major concern with regulatory authorities, and even if it had been approved, the merger would have faced the wrath of customers.
Podcast: The Doomed Honeywell-UTC Merger
Senior Business Editor Michael Bruno and aerospace analyst Kevin Michaels discuss how massive supplier tie-up would have been “a stick in the eye” to Airbus and Boeing.
Opinion: FX Is New Aerospace Wild Card 
How is currency exchange volatility impacting aerospace suppliers?
Opinion: Are Rolls And Pratt Destined To Merge?  63
Rolls and other aeroengine OEMs need two types of critical mass: scale in gas turbines to fund ongoing R&D and corporate critical mass to ride business ebbs and flows
Opinion: Why Aftermarket Demand Is Not Tracking Airline Capacity  6
Aerospace suppliers would be wise to tune into the “Delta Effect” and the other factors currently impeding aftermarket growth.
Opinion: Why Demand Is Not Tracking Robust Capacity Growth 
MRO demand will grow a paltry 1-2% in this year while global air transport capacity will increase a healthy 5-6%. Why the divergence?
Opinion: Bombardier’s Options For Survival  47
There are three alternatives for the world’s third-largest civil aircraft manufacturer to survive: sell assets, shut down the C Series or accept government intervention.
Opinion: Is Berkshire Hathaway’s Acquisition Of PCC A Good Move?  3
Fantastic earnings, a large backlog, high entry barriers and fortuitous timing. What isn’t to like about this deal? I have several important concerns.
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