DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
July 22, 2024
Care to share?

Here is our updated transactions model for May 2024.  Subscribers have access to the detailed version.

Notes:

  • The first five months’ deals point to lower volumes than last year, perhaps fewer than 2,000 deals. That would be ~10% less.

    AirInsight
  • Boeing’s production hampers its deals: 134 A321neo and 107 A320neo vs 99 MAX 8s and nine MAX 9s.

New Deliveries
Here is our estimate for May 2024 new deliveries, as opposed to transactions that include military and previously owned aircraft.  Our numbers are estimates based on daily deliveries; the OEMs likely will report their numbers next week.

AirInsight
  • Boeing’s delivery situation is dire—how else can one put it? Pricing and budgets were built around higher production rates than we are seeing.
  • This is not good for the duopoly at all.  It is also not good for the commercial aviation silo. Feedback from IATA’s AGM speaks for itself.
    • Tim Clark, and another
    • Lufthansa CEO Carsten Spohr said, “Boeing leadership has to be based in Seattle to fix the company’s problems. “
    • Willy Walsh
author avatar
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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