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 Aerospace
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…
Service could be the A321XLR’s Achilles Heel
The A321XLR is special. We started assessing this model to offer the same level of disruption as the 787 on a smaller scale. It is the first A321 with a range rivaling the venerable 757-200, making it attractive to many…
Republic-Mesa Merger Creates 310-Jet Regional Powerhouse
CARMEL, Ind. and PHOENIX, April 7, 2025 /PRNewswire/ — Republic Airways Holdings Inc. and Mesa Air Group, Inc. (NASDAQ: MESA) today announced that they have entered into a definitive agreement to merge and create a leading publicly-traded regional airline company in an all-stock transaction. Upon…