AirInsight
With the combined data sources updated, here’s our summary. Subscribers can access the 17-page detailed model.
Delivery market share reflects the instability of the duopoly, which is bad because an unstable commercial aviation duopoly impacts global air travel and cargo.
Boeing’s problems have attracted the attention of the news media all year. NPR had a timeline in March. Bloomberg had this three days ago.
This bad news on its face, but it grows worse every day Boeing’s strike continues. The disruption caused to the entire supply chain is chaotic. This means Boeing’s problem is becoming everyone in the commercial aviation silos problem. There is no winner from this strike. Instead, everybody loses.
This chart is a YTD scorecard. The duopoly was out of balance in 3Q24. Airbus can’t produce and deliver faster because the supply chain is unstable. As we keep saying, there is no winner here, only losers.
Every day, the problem worsens for everyone in commercial aviation. The aviation industry needs Boeing and the IAM to close the gap between them, end the strike, and get the FALs back to work.
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