US airline fleet tracker
The first day of the month is hectic as we update several fleet models. Here’s the first one. This model tracks airline fleets starting in 2020. The model has 12 pages and is quite thorough. The source data is from…
Tag Boeing
Airbus generates ~$2.7m more per single aisle aircraft delivery
In several articles , we have described how important the single-aisle middle of the market has become. Most recently, we described how the lynchpin of the duopoly’s instability is the single-aisle MoM aircraft. We now want to take the idea…
Raw materials, castings, and forgings hold up CFM LEAP deliveries
Persistent supply chain issues with raw materials, forgings, and castings are to blame for the lower production of CFM LEAP engines this year. Instead of delivering 50 percent more LEAPs or 1.700 in total, the GE Aerospace and Safran joint…
Southwest cuts back capacity but boosts Boeing MAX order
Southwest Airlines has lowered capacity plans for the first quarter of 2024 and also for the rest of the coming year. The airline is guiding a capacity increase for Q1 of 10-12 percent compared to the previous 14-16 percent. Southwest…
Editorial: Stock buyback disease hits RTX
Raytheon Technologies, known now as RTX, will gamble a portion of its future on stock buybacks that will increase the stock price (and thereby compensation for senior executives with stock options.) Stock buybacks are good when funded from earnings and…
Boeing focuses on rework before talking of deliveries
Boeing’s top management is unwilling to be lured into giving guidance for aircraft deliveries in 2024 until January. But it expects to have made major strides by then as it deals with two obstacles: the rework on the 737/MAX and…