Here’s the updated model.
- The air show was good for Boeing, with significant orders from India.
- There’s an interesting Emirates “order” for 777X – it is not new. 16 aircraft were de-booked, and now 16 are re-booked.
- #1 customer Southwest has taken 44 MAXs YTD.
- Over 60% of 2023 orders are now “undisclosed
- The MAX is North America-focused: 34% of the orders and 47% of deliveries
- Also, given the MAX focus, 81% of Boeing’s 2023production uses CFM engines
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