Here’s the updated model with September 2022 YTD Transactions. Subscribers have access to the more detailed 14-page model.
Notes:
- Delta is the most active airline this year. Aeroflot being listed second is fatuous given its aircraft theft.
- MAX deliveries continue apace. Boeing is on a delivery tear this year to catch up.
- Page 2 shows a steady improvement in 2022 over 2021.
- Page 3 shows the A320neo contunues to shine, but given new delivery delays, the A320 is trading well. It also shows the resurgence of MAX8 deals.
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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.
