As we approach the end of a short month, Boeing’s deliveries are powering ahead.
AirInsight
The delivery rate is important, but so is the breakdown. Airbus is also delivering well. Its A220 is way ahead of Embraer’s E2 models. In our view, the A321NX remains Airbus’ most valuable program. For Boeing, the key item is the MAX 8. Boeing is clearing out its inventory. As we explained last week, moving these aircraft out is essential to the program’s recovery.
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.
