Here’s our updated model for Boeing’s May 2023 orders and deliveries.
Notes:
- Deliveries improved last month from the previous month.
- Page 1.1 shows the spikiness of the order and delivery process.
- YTD, we count 177 orders and 193 deliveries.
- Southwest Airlines is #1 for YTD deliveries at 37. This represents one new MAX every four days this year.
- “Unidentified customers” are on the rise again.
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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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