With June behind us, what does the data tell us? Below is our model for viewing. Subscribers can access the larger model.
- Transactions are running slower than last year as new deliveries have remained tight.
- Older aircraft that should have been retired are seeing economic life extended – MROs are very busy.
- The A321neo continues to be the most popular aircraft-everyone wants them.
- The USA, China, and India are the most active markets.
This chart illustrates June’s deals.
In terms of new deliveries, here is our estimate through June 2024.
The difference between Airbus and Boeing is telling. There are no surprises, but seeing the pictures provides the context.
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