October 2023 new deliveries

Another month is done, and here’s our model keeping the score.

• October squeaked through at 91 new deliveries, one lower than last month.
• The single-aisle market is the one to watch for volumes.
  • Airbus hit 50 compared to Boeing’s 15
  • Our model showed Boeing falling behind in July
  • We wonder about either OEM hitting their annual targets
• See page 8 for what we believe is the big story – single-aisle MoM deliveries. Airbus has this sown up, and the financial implications are enormous, as we explained yesterday. This table confirms what we have been hammering on about for months. Boeing is not offering what the market wants.

  

• A most interesting new delivery was two ACJ21 freighters for the Chinese market at month’s end.

Views: 2