Dec 2023 Transactions

Here’s the updated model for December. The more detailed model is available to subscribers.

Notes:

• The number of aircraft changing hands among the US airlines is remarkable – most of these being new deliveries.
• It is noticeable that Alaska took more new aircraft than American.
• Looking at the numbers for Ryanair, Michael O’Leary’s annoyance is understandable.
• Given its huge order book, IndiGo is #2 and will likely remain among the top 5 for several years.
• If the MAX 7 is certified within the next 90 days, as is hoped, it will be interesting to see how Southwest’s deliveries change.
• Compared to previous Decembers, 2023 was middling in terms of transactions.

Addison Schonland

Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.

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