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Tag 2024

Airbus July 2024 Orders & Deliveries

Screenshot 2024 08 07 095924

Our model is updated. Orders – gross orders 59, including 15 A321neo for an undisclosed customer, plus seven A330-900 for Virgin Atlantic, 11 A321neo and 20 A350-900, 6 A320neo and cancellations for two A350-1000s for Virgin Atlantic. Orders YTD: 367…

The Daily Boeing: key stories for 5 August 2024

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Today’s key stories focus on Boeing’s new CEO and what needs to be done.  Editorials in the pacific northwest talk about Boeing returning home and restoring faith in the company.  Other stories focus on the challenges facing Kelly Ortberg as…

The Daily Boeing: key stories for 2 August 2024

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Today’s key stories focus on the priorities for Boeing’s new CEO, a proposed airworthiness directive on the 787, and Q2 financial results.  Boeing’s new CEO is moving to Seattle and will have a Seattle-based office, moving him closer to the…

New deliveries through July 2024

The duopoly accounted for 94% through July The differences in new deliveries are rather stark Boeing has a good business in freighters (and military derivatives), but throttled-back delivery rates are damaging While Airbus numbers are better, by comparison, they are…