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September 2022 YTD Transactions

September 2022 YTD Transactions

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Here’s the updated model with September 2022 YTD Transactions. Subscribers have access to the more detailed 14-page model.

Notes:

  • Delta is the most active airline this year. Aeroflot being listed second is fatuous given its aircraft theft.
  • MAX deliveries continue apace . Boeing is on a delivery tear this year to catch up.
  • Page 2 shows a steady improvement in 2022 over 2021.
  • Page 3 shows the A320neo contunues to shine, but given new delivery delays, the A320 is trading well.  It also shows the resurgence of MAX8 deals.

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