Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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Airbus Urgently Needs a Record December to Hit 870
Airbus deliveries year-to-date stand at 547 to 84 customers. August’s year-to-date figure was 475, and September was 72. Orders: September gross orders were 17. The data reflect ongoing activity across the quarter. Backlog moves shown below align with manufacturing cadence. Backlog stands at about 9,310 aircraft, down from 9,362…
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LATAM Brazil First E195-E2 Delivery
PR: LATAM Airlines Brazil and Embraer are celebrating the start of the delivery process for the first E195-E2 in the airline’s history. The new aircraft is expected to enter service in the coming days and will bolster LATAM’s connectivity expansion, contributing to the ongoing growth of the airline’s footprint…
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How do the new A350F and 777-8F freighters stack up?
The Airbus A350F and Boeing 777-8F are new large twin-engine freighters at the top of the freighter market. The A350F is based on the A350-1000, while the 777-8F is based on the 777-8 passenger model. But how will they stack up against each other in terms of capabilities and…
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How Upgauging Math Reshapes US Airline Fleets
This chart shows aviation performance from 2018 to 2026, tracking daily OTP for US airlines and its smoothed moving average. The implications for US airlines are interesting.
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Analysis: Biz vs Leisure Traffic Shift in the US
Our latest model update tracking US airlines’ domestic air travel dynamics highlights a clear structural trend: the rebalancing between corporate and leisure demand has reached a definitive baseline. While early post-pandemic years saw dramatic swings, current data confirms the domestic marketplace has entered a mature phase. Growth rates across…
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EMBRAER Delivered 66 Aircraft in 3Q26
PR: Embraer delivered 66 aircraft in 3Q26, marking the best third quarter delivery performance in the company’s history. Deliveries increased 2% quarter-over-quarter (qoq) and 6% year-over-year (yoy). In 9M26, Embraer delivered a total of 175 aircraft, 14% more than the 153 aircraft delivered in 9M25, supported by continued progress…
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