Here’s the updated model.
- Orders up nicely from last year with MAX restart, same with deliveries
- We have started to track the 2021 MAX models delivered – see page 3
- Page 6 shows unidentified orders are down sharply
- Page 8 shows how dependent Boeing is on GE and CFM (No better at Airbus with RR)
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.