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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