Here’s the updated model.

  • Orders YTD have picked up nicely. Also, deliveries have started to recover this year.
  • The recovery is being driven by MAX.  The chart on page 2 shows how much Boeing is missing the 787 deliveries.
  • Boeing’s strong customer region remains in North America. They must be missing the Chinese market.
  • Page 6 shows how the Lessors have come back and impacted orders, and military customers help too.
  • Page 7 has an updated look for the MAX. We are now tracking specific models.
  • Page 8 shows the recovery for now that the MAX is being delivered again.
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