Yesterday, we updated our models to reflect the June numbers from Airbus and Boeing. It was quite a month! Both firms pumped up their volumes of deliveries. Airbus reached 63, and Boeing reached 60. Great news for the supply chain,…
Here’s the updated model. Notes: YTD commercial deliveries are 280, compared to 312 for the whole of last year when the MAX inventory was high. Defense saw another 62. MAX production is humming again and approaching the FAA rate…
The first civil trial against Boeing, stemming from the 737 MAX crash in Ethiopia, will begin on Monday, July 14th. The plaintiff is a Canadian man who lost his entire family in the crash that killed 157 people on March…
The numbers through June are now settled, and here’s our estimate of the score. As you will see in the notes, there are some background stories with some of these deliveries. You can track our public daily tracker here. This…
This is not the kind of information you’d expect. After all, Airbus has been out-delivering Boeing for years. Our models have reported this. But there’s a nuance to the duopoly delivery rates. Boeing has been delivering single-aisle aircraft faster to…
As the monsoon rains sweep across India, darker clouds continue to loom over the country’s aviation sector. With investigations into the deadly crash of Air India Flight 171 entering a critical phase, the coming weeks could reshape regulatory accountability, global…