Airbus published their December numbers and our model is updated.

Some items:

  • December saw only two A320ceo deliveries with 45 YTD.  380 A320neos delivered YTD.
  • A321neo orders outstripped A320neo orders 2.5:1. A321neo deliveries were 170 for the year. The A321neo is the industry’s “must have” item. Only 32 A321ceo delivered.
  • A220 saw a great year: 26 A220-100s and 23 A220-300s delivered.
  • A330-900 saw 40 deliveries.
  • A350-900 saw 89 deliveries (79 last year) and the A350-100 saw 23 deliveries (14 last year).
  • Delta was the #1 delivery customer with 57, followed by Indigo (37) and TAP (28).
  • Slide 8 shows Airbus is dominating the lower end of the MoM.  There is likely no room for a small NMA.
  • Slide 9 shows the swing from CEO to NEO.  Deliveries have caught up rapidly with orders.  This is a big benefit of doing a refresh rather than a clean sheet.
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Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.

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