Here's our updated model. Orders Gross orders 14: one MAX9 replacing the aircraft returned to Boeing; two MAX unidentified customers; four 777Fs for Turkish Airlines; seven 777Fs with unidentified customers. Cancelations: one MAX and one 787-9. The ASC 606 Adjustments and Cancelations leave Boeing with 26 net orders for 2024 to date. The backlog is at 5.625, including adjustments. The MAX backlog is 4.320, excluding 443 in the “uncertain” category. Deliveries YTD Deliveries are 175 and 44 for June, with 34 MAX, one P-8A, and three 787s. Monthly MAX deliveries are the highest levels YTD. Ryanair has the most deliveries this year. The duopoly remains unbalanced and at risk.
