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Category Aerospace

Airbus O&D through June

2019 07 09 14 57 27

Here is an update of our Airbus O&D model.  June orders were 145. This includes 30 A320neo for Saudi Airlines, 18 A320neo for ANA, 33 A320/321neo for undisclosed customers, 20 A321neo American Airlines, 10 A220-300 JetBlue.  Net orders 2019 now…

Boeing O&D through June

2019 07 09 12 44 12

Here is our updated model. Gross orders 1H19: 108. Including contractual/accounting changes: -119 net (-180 737’s). The lack of MAX deliveries really tells on page 4 –  Delta took the most deliveries YTD, followed by the Tanker .  The 787-9…

Morning Call – Monday 8 July 2019

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Commercial Aviation CRAIC CR929  program has received “commitments” from airlines in China and Russia – enough to finance several entirely new airplane models – Source: FlightGlobal Rolls-Royce’s Time To Branch Out? – Source: AvWeek Test pilots say Sikorsky’s S-97 Raider…

MAX cancellations

MAX8

Sunday’s news that Saudi LCC flyadeal canceled its MAX order garnered a lot of attention.  It should come as no surprise though.  Airlines sell their schedule up to 360 days in advance.  As we have seen with other aircraft program…

Morning Call – Monday 8 July 2019

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Commercial Aviation Boeing share buybacks since 1998 have consumed $70 billion – enough to finance several entirely new airplane modelsBoeing share buybacks since 1998 have consumed $70 billion – enough to finance several entirely new airplane models – Source: SeattleTimes…