Here’s our updated model.
- Boeing removed 313 aircraft from its backlog in March (150 737 Max cancellations)
- -75 MAX from Avolon plus -34 MAX (of 135 ordered) by GOL
- Boeing YTD net orders at -307
- Turkish is the largest delivery customer YTD at 7 with United next at 6
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.