Airbus aims to raise its production and delivery rates this year. As of April 2025, Airbus is targeting the delivery of 820 commercial aircraft for the year, marking a 7% increase from the 766 aircraft delivered in 2024. First Quarter…
Delta Air Lines reported its 1st quarter financial results, which were essentially flat with 2024. EPS was $.46, surpassing expectations of $.39. Operating revenues reached $14.04 billion, exceeding market expectations of $13.89 billion. Operating income was $569 million and a…
With Airbus numbers finally in, here’s our update for the duopoly in 1Q25. Here’s our model tracking the duopoly numbers since 2000. Notes
Europe has Airbus, the US has Boeing, Brazil has Embraer, and China has COMAC. India, however, remains without a homegrown civilian aircraft manufacturer—even as it boasts one of the world’s largest order books, with around 1,700 planes from Boeing and…
Boeing’s 737 MAX has been through the wringer more than once. The aircraft has tested customer loyalty and driven the supply chain up the wall. Based on a model that saw EIS some fifty years ago, the MAX may be…
The A321XLR is special. We started assessing this model to offer the same level of disruption as the 787 on a smaller scale. It is the first A321 with a range rivaling the venerable 757-200, making it attractive to many…