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Embraer backlog hits peak; deliveries +67%

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Embraer reports that its backlog reached the highest level in seven years, and deliveries rose 67% in 1Q24. In 1Q24, Embraer delivered 25 aircraft, which is 67% higher than last year. Its general aviation division delivered 18 aircraft compared to…

1Q24 Duopoly Deliveries Review

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The Duopoly numbers are in, and here’s the score. Starting with single-aisles. Airbus had a good quarter, and Boeing did not. JP Morgan notes: “Of the 66 MAXs delivered in Q1, 25 went to Chinese carriers and Air India, which…

Duopoly Commercial Deliveries

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We noted previously that the supply chain is doing better than many realize. Tracking deliveries is the best way to get a big-picture view. Here’s a summary of quarterly commercial deliveries from January 2021 through today. Please click on the…

Boeing February Orders & Deliveries

The numbers have just been published, and our model has been updated. Notes: February gross orders are 15, including 10 MAX for Unidentified customers and four 787-9s for Royal Brunei. There’s one 777F  with an Unidentified. The ASC606 order adjustment…