After a steady stream of unsettling news throughout the year, we get to the 3Q23 results for Spirit AeroSystems. The loss per share is $1.42, which was expected, reflecting a “revised consensus.” after Spirit issued preliminary results last month. The…
Our final month-end model for today. This model tracks aircraft transactions, new and pre-owned. Below is our “free” model. Subscribers have access to the more detailed 13-pager. Notes: October saw the first ACJ-21F deliveries The ongoing issues at Spirit and…
Another month is done, and here’s our model keeping the score. October squeaked through at 91 new deliveries, one lower than last month. The single-aisle market is the one to watch for volumes. Airbus hit 50 compared to Boeing’s 15…
The first day of the month is hectic as we update several fleet models. Here’s the first one. This model tracks airline fleets starting in 2020. The model has 12 pages and is quite thorough. The source data is from…
In several articles , we have described how important the single-aisle middle of the market has become. Most recently, we described how the lynchpin of the duopoly’s instability is the single-aisle MoM aircraft. We now want to take the idea…
Persistent supply chain issues with raw materials, forgings, and castings are to blame for the lower production of CFM LEAP engines this year. Instead of delivering 50 percent more LEAPs or 1.700 in total, the GE Aerospace and Safran joint…