Estimated February 2025 OEM deliveries

Here are our estimates for February deliveries. [caption id="attachment_90073" align="aligncenter" width="321"] AirInsight[/caption] Notes Demand for deliveries remains intense. Boeing has managed to switch customers on MAX inventory at impressive rates and move "stuck" 787s to new customers, like TAAG. A couple that Lufthansa picked up are still undergoing test flights. The Norwegian aircraft are all going to need new homes. Boeing is finding these, but single-aisles are more straightforward to place. Boeing's delivery rate recovery is to the benefit of the entire commercial aviation supply chain silo. Skilled labor shortages remain a challenge. However, the intensity of the recovery means that everyone in the supply chain appears to be investing more heavily. Confidence is coming back, which is the tide that lifts the industry. Airbus The A220 remains woefully behind its target The A321 continues to overshadow the A320, benefiting Airbus tremendously. Boeing Boeing continues to roar into 2025. Despite being under an FAA production limit, Boeing has continued to move its MAX and 787 inventories. As noted several times, removing the inventory allows Boeing to move to a virtuous cycle phase. Boeing has started delivering its first MAX 8-200s to the US market (Allegiant). Other LCCs will almost certainly copy this model's success; competitive pressure among LCCs will force this change. COMAC January saw some action, but there were no deliveries in February. This is no way to try entering the duopoly. Embraer Like COMAC, Embraer has been quiet. Or slow. The most recent chatter from the firm stalls about increasing production as their backlog keeps growing. The data suggest this might be a significant hurdle.

US Flight Planner - US DoT On-Time Data	Airbus vs Boeing - Official OEM Data
US Airline Schedule Performance - US DoT Data	Daily OEM Production & Deliveries -

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