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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