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Tag A321neo

Delta’s 2Q results

Delta

When traffic surges and fuel costs decline, the numbers look great.  Delta just reported its highest quarterly revenue and earnings ever. TD Cowen says in a note: “exceeded our better-than-consensus estimate as strong yields and traffic and lower fuel costs…

Diving into Airbus O&D numbers

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The recent numbers announcement warrants more attention. We think changes in Airbus’ order and delivery numbers reflect market views worthy of deeper analysis.  Orders data is gross and is useful for guidance as these are modified before deliveries.  Orders are…