new ket
New deliveries through October 2022
A new month and an opportunity to look back. What do we see for new delivery estimates through October 2022? Here are some notes from our delivery tracker. Official OEM numbers will be published around the 10th of November.
- The duopoly remains out of balance. This is a concern for the entire commercial aviation sector.
- Airbus is out delivering Boeing by 1.3 to 1 and Airbus has hardly any freighter business
- YTD Airbus has a 53.3% delivery market share to Boeing’s 39.3%
- This is despite the top delivery customers for Boeing being Southwest, Ryanair, Alaska, and United, respectively
- The most delivered new aircraft are MAX8 (216), A321neo (193), A320neo (159), and MAX9 (45) – 33 new MAX8-200s have been delivered through YTD October
- The disparity between Airbus and Boeing is writ large – Boeing needs the MAX10 ASAP
- The threat of cancellation is a double-edged sword for Boeing – Boeing needs the MAX10 and cancellation weakens the MAX family where it needs the most support
- In terms of twin aisles, Airbus delivered 40 A350-900s, 8 A350-1000s, 16 A330-900s, and 2 A330-800s. Boeing delivered 19 777Fs, 13 767Fs, 11 787-8s, 4 747Fs 3 777s, 2 787-10s and one 787-9
- Airbus is coming to the freight business late. The freighter (and military) business has been a savior for Boeing.
- Embraer remains primarily a regional-focused OEM. It delivered three times as many E-175s and E2s.
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