Here’s our updated model. 

  • Boeing won some new orders last month.  Deliveries remain tepid as was the case for Airbus.  Covid has pushed deliveries back across the industry.
  • While 2020 is an appalling year for OEMs, this comes after an awful 2019 for Boeing.

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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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