We processed our delivery model using the data from October overnight.
Here’s our estimated score – October saw 1,00 YTD new deliveries. That is a good number, as the table below shows. Depending on how quickly Boeing gets back to MAX deliveries, we could meet and, perhaps, beat 2022. Airbus alluded to a large year-end backload.
The model has three pages, the last of which is a dashboard. Notice COMAC deliveries rising – our tracking shows the OEM’s delivery days are declining in line with its peers.
Views: 47