Here is our estimate of YTD commercial deliveries through the end of November. Airbus The 2024 target is 770. We estimate 638 through the end of the month, which is 83% of the target. Can they do 132 in December?…
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A picture is worth a thousand words, and we’re not saying a thousand words about this, so here we go. A 408-word summary as we see it. Airbus It’s having a great year but is still far from its delivery…
For some weeks, we have been building and refining (and continue refining) a data model tracking production and deliveries for the four OEMs. It is tedious work, but we believe the outcome is worthwhile. The attention industry attracts global attention…
Embraer reported its third quarter earnings this morning, with several positives that beat expectations. The company reported a net profit of $178.8 million US, or 97 cents per share. Adjusted for non-recurring costs, EPS were $1.20, surpassing expectations. Quarterly revenues…
Industry watchers have been waiting for COMAC to deliver on its promise. With a large order book and a patient investor in the Chinese state, COMAC has the key ingredients to develop aircraft, test them, and deliver to the market…