Airlines and lessors are frustrated by slow delivery rates on their ordered aircraft. We previously wrote a note discussing the recovering supply chain . As the year progressed, the supply chain appeared more stressed than we had thought. There is…
The A321neo has seen a remarkable market demand. It is the most in-demand single-aisle in the market. Where airlines with orders went bankrupt, like Primera, the aircraft were snapped up. Airlines switching away from them had no problem getting customers,…
The Boeing Spirit AeroSystems Deal is Expensive. The finalization of a re-acquisition by Boeing of Spirit AeroSystems has been widely announced as a $4.7 billion transaction, using stock rather than cash to complete the deal. But that isn’t the entire…
With June behind us, what does the data tell us? Below is our model for viewing. Subscribers can access the larger model. Transactions are running slower than last year as new deliveries have remained tight. Older aircraft that should have…
Airbus announced its 2024 delivery guidance update ; our delivery data signaled this was coming. The rolling average guides to a lower July as well. For context, here is the same data for Boeing. Whereas the Airbus trend is softening,…
Airbus today formally reduced its earnings and aircraft-delivery goals for the year due to continuing supply-chain issues. Delivery forecasts were cut from 800 to 770 aircraft this year. CEO Guillaume Faury indicated that the supply-chain situation was not getting better,…