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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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.
