The data has been published, and our model has been updated. This period includes two strike weeks, so the data looks reasonable. YTD orders at 306 and deliveries at 266 September saw 54 MAX and 11 777F orders September saw 33 deliveries, including five MAX8-200, 21 MAX 8, three MAX 9, one P-8, one 767F and two 787-10s. Airbus has not yet published its September numbers; we estimate it delivered 49 aircraft. This shows that Boeing's situation is indeed dire, but it has caused the supply chain to become more unstable, impacting Airbus. This is truly a zero-sum game. They both do well, or eventually, neither does well. Boeing's primary issue is that ~80% of deliveries are MAX. The company must settle this strike because the damage grows daily. The MAX 7 and MAX 10 languish, and customers need both, particularly the MAX 10.