DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
July 20, 2024
http://airinsight.com/wp-content/uploads/2019/05/airbuslogo.jpg?t=5ce50bdf26e99
Care to share?

Here’s the updated model.

 

Notes:

  • YTD A321 deliveries outpace A320 by ~1.5.  This is, in our view, a crucial item to be watching.
    • A321neos are 52% of YTD orders and 47% of YTD deliveries. The chart shows how single-aisle deliveries are focused on three models. How does Airbus respond to the MAX 10? Do they need to? The A321neo family is now the “go-to” model for so many airlines.
  • Orders are ahead this year over last year already. But, given the supply chain crisis, orders can be expected to change.
    • Like we see with Spirit dumping A3219neos for A321neos.
  • The delivery rate was 54 for the month, lower than in June but the same as in May. YTD monthly average is 47. This projects to 574 for the year – way below the forecast of 720.
  • Given supply chain stress, the pressure to open more FAL capacity is mounting.  Where in India, we are wondering? This chart clues us into the need for more capacity.
  • Delta and IndiGo are the top two delivery customers.
author avatar
Addison Schonland
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.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.