Boeing is driving the Duopoly’s recovery

Over the weekend, we passed the midpoint for February and the 1Q25.  This makes today a good time to check on the duopoly, as it is the most influential force in commercial aviation.  Its health drives the entire industry.  We are pleased to report that the duopoly continues to see improving health.

Deliveries

Deliveries are the most critical metric for the industry. For airlines to operate, they need reliable deliveries that comply with their network planning. That network planning is based on what the OEMs have told them to expect.  A recent example is last week’s news about Air India not taking up its Boeing options because it lacks confidence in deliveries.  Airbus

won more business instead.