1Q25 Orders & Delivery – Official duopoly numbers
With Airbus numbers finally in, here’s our update for the duopoly in 1Q25. Here’s our model tracking the duopoly numbers since 2000. Notes
Category Boeing
Delta signals uncertain times. Here we go again.
Delta announced its 1Q25 results, and the numbers reflect the current uncertainty. This NYSE ARCA Airline Index chart outlines the market’s expectations for the airline industry. That is a lot of red. Markets hate uncertainty, and the new US-driven tariff…
India Weekly: Indian civilian aircraft ambitions emerge
Europe has Airbus, the US has Boeing, Brazil has Embraer, and China has COMAC. India, however, remains without a homegrown civilian aircraft manufacturer—even as it boasts one of the world’s largest order books, with around 1,700 planes from Boeing and…
Analyzing 737 MAX deliveries and program recovery
Boeing’s 737 MAX has been through the wringer more than once. The aircraft has tested customer loyalty and driven the supply chain up the wall. Based on a model that saw EIS some fifty years ago, the MAX may be…
Friday data fun – US Big Four Airlines ageing fleet
For this week’s Friday data fun, we share a model that displays the big four US airlines by fleet types and average age. Please the menu on the left to select aircraft type. Notes: Regionals—Southwest has none, so its chart…
Tracking OEM deliveries; the example of United Airlines
United Airlines is among the world’s largest airlines. It is also amid an aggressive felt update, taking models from both OEMs. This makes it a helpful litmus test for how the OEMs are doing. OEM performance also guides how the…