Here’s the updated model.
- The Indigo order from the show was clarified – boosting the A321neo. Nobody is surprised by the breakdown.
- A321neo deliveries outpace A320neo by 1.4:1 and the A321neo accounts for 50% of orders YTD
- After the show, orders are back at 1,000 for the year – back at the 2017 numbers and the ME3 are not involved
- Page 3 shows the sharp rise in book to bill ratio post-air show
- June deliveries are close to the highs for the past five years. Has Airbus managed to fix the supply chain stress? (see page 11)
June was good for Airbus – the most important number isn’t the huge order book; we need to watch monthly deliveries.
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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.
