Airbus August O&D

Here’s the updated model. Click the double-headed arrow for optimal viewing.

• The A321neo continues to stand out.  194 deliveries and 128 orders YTD. This model accounts for 72% of Airbus orders and 33% of deliveries YTD.
  • Consider this in light of the MAX10/Ryanair kerfuffle. If MOL wants to demonstrate credibility, he needs to make the switch to A321neo – this is high-stakes poker after all. The current Airbus management does not suffer from the previous Ryanair aversion.
  • And if that happens, does Boeing go to Washington for help? The ITC/Bombardier history isn’t from that long ago.
• The A220 is also having a good year, with 21 orders and 29 deliveries in the midst of a pandemic. From not being an Airbus product until recently, it accounts for 8% of orders and deliveries YTD.
  • This is another thorn for Boeing’s MAX program.
  • The ghost of the ITC/Bombardier case once again.
• Airbus looks rather solid given the pandemic.

Addison Schonland

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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