Here’s our updated model. Subscribers can access the detailed 14-pager.
Notes:
- It appears that for the year, volumes are likely to be down.
- Delta is the most active trading airline, with IndiGo in a close second.
- Southwest is averaging 8.5 MAX8s per month this year, which is probably an industry record—basically a new delivery every three days.
- Another interesting data point, among new deliveries the A321neo accounts for close one in four for 2023..
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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.
