We can draw some conclusions now that both duopoly OEMs have published their August numbers. Item #1 – It’s tough out there.
AirInsight
That chart does not give anyone in commercial aviation comfort. Boeing is the worse of the two, but in no way is that any comfort to Airbus. The 2024 curves are down because the data is only through August. However, we estimate the year will also be down compared to last year, so only the slope level will change.
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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