DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
April 19, 2024
Care to share?

Airbus just released their update on O&D.

First single aisles.  Orders are still anemic.  It looks like a tough year – even though this is just the first quarter.  There are still negatives on neo – the net for this segment is +9.  Looking at deliveries, things are steady at +107. But note the A321 is in the lead.

Next twin aisles.  Also very light business; -3 for the quarter in orders.   In terms of deliveries, better news at +29.  Of those, 13 were A350s which must be a relief for Airbus and its customers.  As orders slow, will production also slow to ensure optimal labor efficiency?  Airbus does not flex its staffing levels like Boeing.

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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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