With the highly useful T2 dataset updated through year-end 2020, we now can share pictures of how fleet changes impacted US airlines. The biggest impact we see is the rise of the A321 and the shrink in the 757. Notice that this change occurred in 2015. Notice also...
Now that the MAX is back being delivered how is the delivery competition between these two families doing? We are focusing on deliveries as that is where the rubber hits the runway, so to speak. It also gets rid of the pesky “net orders” issue. Our first chart looks...
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 look at this segment to get an...
A report from TAC about a fifth-generation 737 has the industry abuzz today. Boeing’s reaction to the rise of the A321 has been ponderous. The MAX9 and MAX10 do not appear to have the payload/range numbers to beat the A321neo/LR and XLR. Airline and lessor...
