Airbus just released their update on O&D.

First single aisles.  Orders are still anemic.  It looks like a tough year – though this is just the first quarter.  There are still negatives on neo – the net for this segment is +9.  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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