Here’s the updated model.

  • In terms of orders, the A320 and A321 are neck and neck
  • In terms of deliveries, the A321 remains ahead
  • Deliveries “feel” slower than in previous years – supply chain tightness showing up?
  • Book to Bill is back at 2:1
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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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