DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
February 3, 2026
Del 20262

AirInsight
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Previously, we shared ideas about the OEM hangover

after the December push. Turns out that hangover lasts longer than you’d think.  We share this in light of news from the Singapore Air Show.

The money driver comes from deliveries.  Sure, there are deposits and milestone payments, but when the customer accepts the airplane, the final payment is made.

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Addison Schonland Partner
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.
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