Here’s the updated model.

  • A slow month for orders, likely saving something Farnborough
  • Deliveries steady with focus on MAX – a much-improved rate though over the past few years
    • Ryanair has taken 32 MAX YTD, Alaska 14, and Southwest 12
    • 83% of YTD deliveries are CFM powered
  • By our reckoning, 87% of YTD deliveries are MAX8
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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.

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