Our final month-end model for today. This model tracks aircraft transactions, new and pre-owned. Below is our “free” model. Subscribers have access to the more detailed 13-pager.
Notes:
- October saw the first ACJ-21F deliveries
- The ongoing issues at Spirit and Boeing hamper MAX deliveries. This keeps NGs trading and in use for longer than operators may have planned for.
- Supply chain issues ensure this also applies to the A320 family, with the neo versions going out more slowly than planned.
- You can also throw in the GTF issues here, making it worse.
- Transaction momentum seems to be slowing over the past two months.
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