Here’s the updated model.
- Page 2 shows Airbus deliveries on track to beat last year
- Notice that A321 deliveries are nearly the same for three years in a row. That tells you something.
- Page 7 shows A321neo at 77.9% of orders and now is ~1/3 of deliveries
- Page 3 shows something of a recovery in orders YTD
- Page 4 shows Delta pushed to #2 as Indigo goes to #1
- Page 6 – Avolon is the most active lessor YTD
- Page 8 – here’s the MoM story. The numbers are otherworldly when in comparison to the MAX9
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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.
