Here’s the updated model.  Notes: YTD A321 deliveries outpace A320 by ~1.5. This is, in our view, a...
Addison Schonland
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.
Spirit AeroSystems’ 2Q23 results are disappointing. The company posted a loss per share of -$1.46, substantially lower than the...
Here’s our updated model for transactions through July 2023. Subscribers can access the 13-page version. Notes: July 2023 transaction...
The month ends tomorrow, and barring miraculous numbers, the trend is in – OEM deliveries slowed a lot in...
Airlines know passengers capture everything on their phones. The images are prima facie evidence of events. Yet airlines still...
There are signs that the US air revenge travel surge has peaked. For example, this piece from the New...