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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