Insight: 1Q23 New deliveries

With the first quarter behind us, how is the industry doing?  Regular readers know our focus is more on deliveries than orders.  The former is real whereas the latter is intent. Here are our 1Q23 New delivery tracking numbers.

Through March 2023 there were 279 new deliveries. This compares to 209 in 2021 and 226 in 2022.  We see a strong improvement YTD 2023.  Has the supply chain

started to recover and stabilize? 

Here is the single-aisle score.  The largest change is Boeing’s recovery in MAX deliveries. The switch up in 2023 is comparatively nearly double of 2021. Clearly, Boeing is cleaning out the parking lots.  Airbus is also off to a great start this year – up 21% on last year.