Here’s the updated model.
- A320neo deliveries are still #1, but look at the A321neo orders – that is a remarkable switch
- Page 2 – notice the A321neo growth and the impressive number for A220-300
- Page 3 highlights what we heard on the call yesterday – the 2021 recovery was sharper than they expected
- By year-end, Indigo pipped Delta for deliveries
- Page 7 reiterates what we’ve been saying all year, the A321neo had its best year
- Page 10 – the A330-900 had a good year despite the soft twin-aisle market