The supply chain conundrum: OEM rates
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Tag Airbus
1Q24 Financial implications for the duopoly
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The A321neo’s fulcrum role for Airbus
This model aircraft has, arguably, become the most important in commercial aviation. Airbus gained market share and power because Boeing’s competitive model to the A321neo is the MAX 9. The MAX 9 is not competitive, and the better competitor, the…
Another airline switch up from A321neo to A321LR
Aegean Airlines announced it has decided to “invest into an extended range and upgraded cabin quality version of the A321neo to create a “special purpose” sub fleet of initially four A321neo aircraft able to reach further and best serve non-EU…
United’s good 1Q24 but it’s early days for 2024
Airline reporting: United Airlines reported first-quarter 2024 financial results. The company had a pre-tax loss of $164 million, a $92 million improvement over the same quarter last year; adjusted pre-tax loss1 of $79 million, a $187 million improvement on an adjusted…
US On-time January – interesting cancellation impacts
The January data that was published provides some interesting data points. We are updating the models. The following charts examine the percentage of flights canceled for selected US airlines that show obvious signs of disruptive cancellations. The industry average for…