Kevin Michaels

Kevin Michaels

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

Articles
Opinion: How Activist Investors Are Influencing Aerospace  17
Conglomerates are prime targets because they have disparate business units—some with unrealized value—as well as redundant cost structures and excess fat.
Opinion: How Airbus C Series Deal Will Change Aerospace  150
Boeing’s “MAX sandwich,” Comac’s lost opportunity, a boost for bizav and Airbus’s big market gain.
Opinion: Can UTC-Rockwell Collins Deal Be Stopped?  12
There is virtually no overlap between the two companies, and OEMs may seek commercial concessions but are unlikely to block the transaction.
Opinion: Why Aerospace’s Love Affair With Low-Cost Suppliers Is Fading  9
Analysts say that aerospace manufacturing investments in low-cost countries peaked in the 2008-13 and declined significantly in the past three years.
Opinion: Paris 2017 And The Future Of Additive Manufacturing 7
The additive manufacturing-bionic design combination is analogous to the introduction of composites four decades ago.
Beware, OEM-supplier Relations Are Changing  13
More OEM vertical integration is coming, but so are new opportunities for suppliers, including non-traditional ones.
Sustained Low Oil Prices Have Mixed Results For Aerospace  15
Saudi efforts to drive out shale producers by boosting production lead to new techniques that keep prices down. But cheap fuel may hurt fleet renewals.
Opinion: How ‘America First’ Could Harm U.S. Aerospace  28
An import tax could imperil large U.S. aerospace surpluses with China and Mexico.
Opinion: Europe’s Super Supplier: Reasons To Cheer Safran-Zodiac Deal  6
Combined, the companies will have a system portfolio spanning the entire aircraft.
Opinion: Boeing’s $50 Billion MRO Play  5
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.
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