The remarkable Boeing 767
Boeing’s 757 and 767 models are from another era, way back in 1978. Yet both models soldier on. Today we want to focus on the remarkable 767. Look at this chart of the most recent DoT data update for the…
Category Boeing
Delta’s 2Q results
When traffic surges and fuel costs decline, the numbers look great. Delta just reported its highest quarterly revenue and earnings ever. TD Cowen says in a note: “exceeded our better-than-consensus estimate as strong yields and traffic and lower fuel costs…
India traffic model updated and the potential is great
India caught the aviation industry’s attention at the Paris show. Here is our updated model of India’s domestic air traffic. Please use the airline selector on the left to monitor each airline’s performance. The market is still growing, but that…
Boeing orders and deliveries June 2023
Here’s the updated model. The air show was good for Boeing, with significant orders from India. There’s an interesting Emirates “order” for 777X – it is not new. 16 aircraft were de-booked, and now 16 are re-booked. #1 customer Southwest…
Boeing: 266 deliveries and 567 net orders in HY1
Boeing has delivered 266 aircraft in the first half year of 2023 and booked net orders for 567 airplanes, the airframer reported on July 11. Like Airbus, Boeing deliveries will be back-loaded if it wants to meet the full-year targets.…
Aircraft Generation Changes
Fuel burn is becoming a growing concern for airlines – fuel burn is the great exogenous factor. Fuel is the #1 input cost that the industry has zero control over. Some airlines hedge fuel, but that is not as popular…