The delivery numbers are in for the period. A delivery is when the OEM gets paid in full for the airplane. What can we distill from the deliveries?
Starting with data from UK-based AviationValues we see Boeing is estimated to have generated $3.27 Bn while Airbus
$6.24 Bn. That is a huge difference.
AviationValues
People are focused on the FAA rate restriction holding Boeing to 38 MAXs/month. That is a good place to start, but it misses a much bigger issue. Here are 1Q24 deliveries using our daily delivery tracker. It’s not just volume—it’s also a story about models.
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