DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
April 18, 2024


Care to share?

We are two weeks away from yearend; how are Airbus and Boeing doing on deliveries? Take a look at the chart. The red arrows show the past two Decembers, and the yellow shows where we are now.  It looks like a tough hill to climb, right?


Our model breaks down the duopoly numbers. It will be tough to meet the targets.  As we have seen in previous years, the FALs are getting hammered.


Fortunately for Boeing, it has a large pool of parked MAXs to draw from as airlines grab opportunities.  Also, note how much Boeing benefits from the freighter business – and we didn’t include the military deliveries. This is an area where Airbus is significantly behind.

A final chart to share. This is December deliveries through the 15th. The duopoly’s critical mass is overwhelming.

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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.

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