If we look at many things from a different angle bad news might not sound as bad or at least be more in the gray rather than the black area.
The F-35 program isn’t moving further as smooth as many would have expected but Lockheed is pushing it as there is no other way out – at some point it will start to roll as expected. This means trouble for many countries and military branches. U.S. Navy has shortages of aircraft because of the delays, the same goes for the marines and Air Force.
Due to the delays many aircraft are getting closer to their end-of-life date which brings a threat as there is a certain level of equipment which has to be available.
This is the bad news.
Now comes the good part. We have recently learned that Canada is considering buying new Super Hornets connected with the F-35 delays and the political situation in the country. Buying new aircraft will allow to overcome those problems and give Canadian army and the government some time to think things over.
Yesterday a news broke that also the U.S. Navy wants to buy more F/A-18 E/F aircraft. This will allow them a smooth transition. There are still some financing problems to be solved but one can see the light at the end of the tunnel.
All those decisions are good for Boeing. There was a possibility of opening a production gap which is a very bad thing. The recent “buy” decisions from the Navy, Canada and Kuwait allow a steady production program and sustaining many jobs not only at the production line. Once an aircraft is build it has to be supported for 30-40 years. Dozens of new machines mean decades of support.
Let’s move one. Marines also suffer from equipment shortages and due to the fact of Navy buying new aircraft some of the older ones could be transferred to the Marines and allow them to do their job better.
Bad news can be good news.