Here is our updated O&D model for Boeing.

  • Since the MAX grounding its been all about 787 deliveries
  • have softened as we expected
  • Delta remains the largest delivery customer YTD. Interestingly, the same applies to Airbus. But the second-largest customer is the US Govt with their tankers.
  • YTD most deliveries were to North American customers
  • On slide 6 notice the few from Lessors YTD. The same thing is seen at Airbus.
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