FOMO, or fear of missing out, is raising its head in aviation. With supply chain issues impacting Airbus and supply chain, regulatory and safety issues impacting Boeing, new commercial aircraft are in short supply. The situation is probably not going…
Here is our updated transactions model for May 2024. Subscribers have access to the detailed version. Notes: The first five months’ deals point to lower volumes than last year, perhaps fewer than 2,000 deals. That would be ~10% less. Boeing’s…
Building on the positive trend observed in the previous months, the Association of Asia Pacific Airlines (AAPA) reported continued growth in international air passenger and cargo traffic for April 2024. While the pace of growth experienced a slight decline compared…
Here is our monthly India update. We introduce a new face at Sarin & Co. and discuss IndiGo’s evolution from LCC to hybrid, the demise of Go First, and Air India’s slow progress. Additionally, we use our India domestic data…
When the NEO and MAX were announced, the engine OEMs (CFM, Pratt & Whitney) promised improvements of over 15%. And they delivered. What is odd, though, is that the engine makers are making less fuss than they might. After all,…
GAMA, the General Aviation Manufacturers Association, released its first quarter 2024 shipment and billings report earlier today. Business for the general aviation sector is up slightly over 2023. However, billings in current dollars still have not caught up to 2019…