There was an often-repeated statistic not too long that said Airbus’ A321neo was outselling the MAX 9 five to one. Well, that number has contracted. Airbus’s single-aisle MoM advantage shrinks every month. The MOM subject is something we focus on…
It’s been about two months since our last call. During the interim, there has been a lot of Indian aviation news. We discuss the following items: Mega orders placed by India’s airlines at the Paris Air Show; Insolvency of Go…
Part of the T2 update from DoT allows us to update our ESG model for the US airline fleet. Here’s a link to a report from February. The ESG issue is growing in importance in light of Net Zero and…
Boeing’s 757 and 767 models are from another era, way back in 1978. Yet both models soldier on. Today we want to focus on the remarkable 767. Look at this chart of the most recent DoT data update for the…
When traffic surges and fuel costs decline, the numbers look great. Delta just reported its highest quarterly revenue and earnings ever. TD Cowen says in a note: “exceeded our better-than-consensus estimate as strong yields and traffic and lower fuel costs…
Boeing’s June order list included an interesting one from Emirates. The airline reportedly placed on order for 16 777X, some ten years after the original order at the 2013 Dubai Airshow. Reading the fine print of Boeing’s background sheet, it…