Last week, AirInsight published an estimate of the value of Airbus’s advantage in the single-aisle market. There were two key numbers: AirInsight estimated Airbus has an average of $2.7m per aircraft delivery and that Airbus has, between January 2021 and…
Airbus and Boeing each have extensive wide-body and narrow-body product lines, as well as several key customers who order large fleets of aircraft. But heavy concentration can be a risk as well. Nobody wants to put all of their eggs…
Despite a number of headwinds, Ryanair is expecting this financial year 2024 to end with a profit after tax of between €1.85 and €2.05 billion, up from €1.43 billion reported over FY23. While forward bookings look good and fares are up…
After a steady stream of unsettling news throughout the year, we get to the 3Q23 results for Spirit AeroSystems. The loss per share is $1.42, which was expected, reflecting a “revised consensus.” after Spirit issued preliminary results last month. The…
Our final month-end model for today. This model tracks aircraft transactions, new and pre-owned. Below is our “free” model. Subscribers have access to the more detailed 13-pager. Notes: October saw the first ACJ-21F deliveries The ongoing issues at Spirit and…
Another month is done, and here’s our model keeping the score. October squeaked through at 91 new deliveries, one lower than last month. The single-aisle market is the one to watch for volumes. Airbus hit 50 compared to Boeing’s 15…