December 2022 Transactions

Let’s start this post by wishing you a Happy New Year!

Here’s the updated model. Subscribers can log in to see the 14-page version.

Notes:

• Page 2 shows the recovery picked up steam after an early bounce and then dropoff
• Page 3 shows that Delta helped push SkyTeam to be the most prolific aircraft trader among airline alliances
  • Most of that business went to Airbus
• Boeing’s ability to deliver MAXs pushed that model to #3 in transactions for 2022
  • Southwest took 65 MAX8s
  • United took 34; 16 -8s and 18 -9s
• JSX appeared out of nowhere last year and transacted on 55 ERJs
• Interestingly Delta took more 737-900s (35) in 2022 than A321NXs (21) – making this airline arguably most focused on the single-aisle MoM.
• 2022 was a good year, up strongly from 2020 and 2021 – but still below earlier years

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