Modeling annual transactions
Here is a model you can use to get an idea of how the market has changed from 2017 through 2019. Consider it a method of taking the industry’s pulse. Select Operator to see how the model updates. Note that…
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2019 Transactions
We have updated our model on deals and transactions for 2019. The OEMs are still working on their final numbers – this is an industry with more than 31 days in December as we have seen. We estimate the following…
2019 in Review
While one story, the 737 MAX, dominated the news in 2019, it wasn’t the only major event in the industry. Here’s our list of the top stories of 2019. The Boeing 737 MAX debacle After two crashes claiming 346 lives,…
‘Tis the Season
At this time, in western culture, it is the time of wishing goodwill and greetings to all. As most people celebrate the holiday season, spare a thought for the people working for Boeing in Renton. They face a daunting winter…
Watching the Middle of Market Big Switch
The recent United order continues to reverberate. The Middle of Market (MoM) is the hottest area for new business now and the segment is being watched closely. As a crossover segment, where it starts with single-aisles and ends with twin-aisles,…
Airbus O&D through November
Yesterday Airbus provided their monthly update. Here’s our updated model. Airbus is having an order blowout year – which is not the way it looked even after the summer Paris airshow. It has the products the airlines and lessors want…