Here's the updated model. Orders Gross monthly orders 73, including 30 A350-900 for Indigo, 36 A321neo and one A350-900 for undisclosed customers, and 2 A321neo for Uzbek Airways. There were also four orders for MRTTs. There were no cancellations in June, but YTD, there are 17 cancellations, with net orders for 2024 at 310. Deliveries Monthly deliveries are at 67, lower than last year's 72. Deliveries include two A220-100, five -300, 19 A320neo, 34 A321neo, three A330-900, and four A350-900. YTD deliveries are at 323, and the backlog is 8.585. Other notes: A321neo deliveries keep outpacing A320neos. A321neo orders outpace A320neo by 14:1 - providing Airbus with tremendous transfer pricing power to win new deals. Book to bill is dropping as deliveries slow
