Here’s the updated model.
- Only a single A319neo order in December. Probably for the ACJ program.
- 40 deliveries for the month.
- 28 A220s, 185 A320neo, and 137 A21neo YTD. Surprising to see 33 A350s YTD
- Delta and INDIGO are the top delivery customers YTD
- YTD A321neos account for 72% of orders – a powerful signal since it was 27% last year
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.