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Delta orders another batch of A321neos

Delta A321neo PW

In December 2017 Delta ordered 100 A321neo aircraft. The order news from Delta, at that time, stated “Delta Air Lines and Airbus have agreed to terms for a 100 firm and 100 option order for state-of-the-art Airbus 321neo“.  Note the…

What is the challenge for Embraer’s E2?

EmbraerE195E2 Dubai scaled

The commercial aviation world has been turned upside down.  And at the very pinnacle of that swing is Embraer.   Embraer is the world’s third-largest aircraft OEM, which is a remarkable performance when you consider some of the storied brands that…

Boeing O&D March 2021

Aircraft Exterior AA 737 Livery Left Front Top

Here’s our updated model. It’s all about the MAX – new orders and several deliveries Incidentally, Boeing beat Airbus in quarterly orders for the first time since early 2019, with 76 new orders (including cancellations and accounting adjustment for at-risk…

An Air Transat Opportunity

A321LR Air Transat

Air Canada and Transat announced they have mutually agreed to terminate the Arrangement Agreement for the proposed acquisition of Transat by Air Canada. Air Canada and Transat had originally agreed in June 2019 on the acquisition, the terms of which…

March transactions

Here’s our model update.  Subscribers have access to the seven-page version. Business picked up nicely – look at the second page This reflects a growing industry confidence in a bounce in travel demand Note the MAX spike started to show…