Yesterday, we updated our models to reflect the June numbers from Airbus and Boeing. It was quite a month! Both firms pumped up their volumes of deliveries. Airbus reached 63, and Boeing reached 60. Great news for the supply chain,…
Here’s the updated model. Notes: YTD commercial deliveries are 280, compared to 312 for the whole of last year when the MAX inventory was high. Defense saw another 62. MAX production is humming again and approaching the FAA rate…
Here’s the updated model. Notes: Airbus delivered 63 aircraft and added 203 aircraft to its order book. Orders are performing well, and the book-to-bill ratio has improved. They welcomed new customers, LOT Polish Airlines, with an order for 40 A220s…
Southwest has upgauged from ~65% 737-700 to ~65% 737-800/MAX 8. This change has significant implications. Whereas the airline typically used to carry 143 passengers (assuming a full flight) on the -700s, it carries 175 on the larger airplanes (assuming a…
Last week, a visit by Malaysian Prime Minister Anwar Ibrahim to France signaled something might be coming Airbus’ way. And indeed, so it was. AirAsia signed an MOU for up to 70 A321 XLRs, which is expected to be converted…
We have been saying things are turning around at Boeing for some time. Today, we want to share another sign. Readers know that our approach is to rely on the data. Opinions are fine, but data-backed views are best. We…