Pardon the delay – summer travel got in the way.  Here is our update to the Boeing O&D model with July 2019 added.

  • The and 737-800A are this year’s best sellers YTD.  Which indicates the depth of the impact.
  • Looking at deliveries on page 2 you can see the dramatic impact the lack of deliveries has had so far this year.
  • On page 4 notice who has been taking deliveries and what has been delivered.  Delta is the biggest customer YTD and the last 737 they ordered is delivered. 
  • Page 6 shows the paucity of Lessor order activity this year.
  • Page 7 shows the sharp in “Undisclosed” customers which where orders may be hidden.  Also, note the increase in business.
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