Pardon the delay – summer travel got in the way. Here is our update to the Boeing O&D model with July 2019 added.
- The 787-9 and 737-800A are this year’s best sellers YTD. Which indicates the depth of the MAX impact.
- Looking at deliveries on page 2 you can see the dramatic impact the lack of MAX 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 rise in “Undisclosed” customers which where orders may be hidden. Also, note the increase in government business.