Boeing Discussion and Near-Term Narrowbody Strategy
Tag 757
How’s the MoM segment look?
Another flutter of news seems to suggest that Boeing is back at work on the NMA. This project has seen waxing and waning over several years. The industry chatterati agree on one thing – Boeing must do this project. Let’s…
The broken and unbalanced single-aisle market duopoly
The single aisle delivery race
In the end, aircraft deliveries are a more important metric than orders. Customers sometimes order a cheaper, smaller model, especially in the single-aisle market, and then upsize when the aircraft is ready to build. The single-aisle market carries (by far)…
United’s A321XLR order shuts the lower end Mom to NMA
United was the holdout, a firm Boeing customer, with MAX9s delivered and MAX10s to come. But the outcome is that these larger MAXs cannot do what the airline needs. The world has moved on and the 757 cannot soldier on…
T-100 Update confirms the decline of the 757 and ascendance of the A321
The US DoT published its latest T-100 August update. This allows us to update our Middle of the Market model. Typically these models are subscriber-only. But we decided to share this one because it demonstrates two important data points: (1)…