A duopoly delivery ratio guide to industry health
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Duopoly deliveries update, supply chain is wobbly
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August Duopoly deliveries highlight instability
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A periodic new delivery update
Getting a periodic snapshot of the year is helpful for those of us who track the commercial aviation industry closely. If you read the PR, everything is great and bound to improve. That’s when a look at the data becomes…
2024 Duopoly delivery delay impact starts to hit
Airbus announced its 2024 delivery guidance update ; our delivery data signaled this was coming. The rolling average guides to a lower July as well. For context, here is the same data for Boeing. Whereas the Airbus trend is softening,…
2024 New deliveries break through 500, but…
The chart below shows that June is the traditional period when new deliveries exceed 500 for the year. This year follows the tradition. But there’s something to note: Is the momentum the same as in previous years? We need to…