We are excited to share this updated data visual . Years in development, and having just added November 2024 yesterday, what we have to share is as current as possible. We believe this visual is novel. Subscribers are familiar with…
These are confusing times for commercial aerospace companies. With the change in administrations in Washington, DC, uncertainty has increased for industry participants amidst discussions of tariffs, new manufacturing facilities, potential certification exemptions, and regulatory policies. Planning is complex when you don’t…
Over the weekend, we passed the midpoint for February and the 1Q25. This makes today a good time to check on the duopoly, as it is the most influential force in commercial aviation. Its health drives the entire industry. We…
This week, Indian aviation focused on the introduction of a crucial aircraft leasing bill, Air India’s stance on Boeing’s follow-on order, Boeing’s perspective on an assembly line in India, and an IndiGo “window seat” without a window. Aircraft Leasing Bill…
Boeing had an excellent January, the best delivery month in several years. In January, Boeing beat Airbus in deliveries. The issue is what comes next. Several analysts are asking questions that we discuss. Customers, though, seem pleased with the progress.…
Here’s the updated model. The good news continues. Notes: 45 deliveries, making it the best month since 2023 Boeing reported 40 MAX deliveries, four 787s, and one 777 36 orders for the month, of which 34 were 737 MAX and…