There was an often-repeated statistic not too long that said Airbus’ A321neo was outselling the MAX 9 five to one. Well, that number has contracted. Airbus’s single-aisle MoM advantage shrinks every month. The MOM subject is something we focus on…
It’s been about two months since our last call. During the interim, there has been a lot of Indian aviation news. We discuss the following items: Mega orders placed by India’s airlines at the Paris Air Show; Insolvency of Go…
Part of the T2 update from DoT allows us to update our ESG model for the US airline fleet. Here’s a link to a report from February. The ESG issue is growing in importance in light of Net Zero and…
The order has been in the making, but maybe a bit quicker than expected, Pegasus Airlines has placed a follow-on order for 36 Airbus A321neo’s, the carrier said on July 14. AirInsight learns that the airline has exercised options from…
Delta Air Lines provided a vote of confidence for the A220, with an order for an additional 12 A220-300 aircraft. Delta is the largest operator of the type, and this order brings their total commitments to 131 A220 aircraft, consisting…
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…