Here’s the updated model. Orders YTD have picked up nicely. Also, deliveries have started to recover this year. The recovery is being driven by MAX. The chart on page 2 shows how much Boeing is missing the 787 deliveries. Boeing’s strong customer region...
Here’s the updated model. Page 1 highlights that Delta and United are the big YTD customers In terms of orders, the A220 is now #3. This is pretty amazing – it begs the question if Boeing had bought the C series rather than do that ITC complaint. While...
The never-ending race between the duopoly is what gives many of us a reason to come to work every day. For most of us, we hope, this is also a pleasure. Part of the pleasure for us is trying to untangle the flow of information, which grows more opaque. Airbus...
Here’s the updated model. Orders up nicely from last year with MAX restart, same with deliveries We have started to track the 2021 MAX models delivered – see page 3 Page 6 shows unidentified orders are down sharply Page 8 shows how dependent Boeing is on...
