As we enter the last month of 1Q24 (already?), here are some thoughts on the state of the commercial aviation industry. The summary is that there is a silver lining, but it is obscured – for now. The perfect storm…
The recently filed 10K attracted attention because of the MAX 10 delay and interest in securing A321neos to fill the airline’s fleet plan gap. Here’s the key table from the document. The table shows the airline planned on taking 80…
One way to see if the supply chain is coping is through new deliveries. To make a new delivery, all the parts are assembled, test flights are completed, the paperwork is signed, and money changes hands. There are questions about…
One carrier’s loss can be another’s gain. With the JetBlue-Spirit merger denied, both carriers are modifying their fleet plans, deferring deliveries on A320neos. That frees up additional delivery slots in the near term, which United Air Lines is poised to…
Taiwan’s STARLUX Airlines ordered five Airbus A350F freighters and three more A330neo widebody aircraft at the Singapore Airshow , marking a strategic step for the Taiwanese carrier. Let’s review this deal to understand its impact better. This agreement positions the…
The GAMA 2023 Shipments and Billings report was released earlier today, summarizing the results for the general aviation industry for the 4th quarter and full year 2023. Business aviation continued its slow improvement during the fourth quarter, with single engine…