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Airbus slows build rates and cuts A320 delivery goals

2024 06 24 152451

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,…

Elliot and Southwest – Change is Needed

2024 06 12 215831 scaled

Southwest Airlines, despite having competitive costs, as shown here ,  is not performing well, and underperforming its key peers.  Change is needed.  Several factors contribute to that underperformance, including senior management clinging to obsolete strategies as the industry continues to…

Has US air travel changed, and how?

Yesterday, there was a fascinating TRB meeting in DC. The airline’s subcommittee session was especially interesting. There were many discussions about whether and how air travel might have changed. What does the data show? We split up the traffic and…

Thoughts on EBACE 2024 and future of air shows

2024 05 30 140827

The absence of Bombardier and Gulfstream from EBACE this year continues the trend last year, when Gulfstream pulled out of NBAA last October. Now two high-end business jet manufacturers are finding that the expense of a major airshow dedicated to…