March 2023 Transactions
Running a few days late – but here we are! here is our updated model on transactions through March 2023. Subscribers have access to the 15-page detailed model.
Notes:
- Boeing has accelerated MAX8 transactions and YTD saw 105 transactions. This compares to 96 A320s and 56 737-800s. Clearly, the MAX8 is in demand and Boeing intends to meet that demand.
- Airbus YTD saw 57 A321neo compared to 57 A320neo transactions. We continue to see data supporting the thesis that the A321neo is the most in-demand model.
- Single-aisle models account for 71% of YTD transactions.
- Among lessors, ALC is the Big Dog YTD with an 11% share.
- In terms of regional activity, Europe is at 262 vs 01 for North America. These two markets account for 65% of YTD transactions.
- An interesting tidbit – Delta transacted 10 737-900s YTD. This is the most YTD transacted model for the airline.
- What would a report be from us without mentioning MoM? The chart says it all.
