Here’s the updated model.
- At current rates, Boeing might not deliver much more than it did last year.
- The Paris show is undoubtedly going to produce some juicy orders. Same for Airbus and Embraer.
- Among 2023 YTD deliveries, 48% have gone to three customers: Southwest, United, and Ryanair (in that order)
- Over 55% of Boeing’s YTD deliveries are in North America.
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.