As we move into a new month, we offer an estimate of the YTD deliveries through the end of September. What we see is illuminating. The single-aisle MoM segment keeps growing. The chart below lists the single-aisle deliveries starting with January 2022. The monthly...
This morning Embraer announced it is opening 1,000 job vacancies in Brazil. That number represents 5.5% of its current workforce. These jobs focus on production rate recovery, Services and Support area growth, product development, and new businesses. Embraer...
Several times we have put out notes about the MoM segment. In every case, we noted the strength at Airbus and the weakness at Boeing. The issue is getting worse and, by all appearances, the Boeing situation is getting worse. This is deeply troubling. Not because we...
Yesterday’s news about another wave of US airline consolidation got us to think about what the patterns look like. Here is a model starting in the year 2000 through the most recent 2021 data (July). The model confirms that the ULCCs are growing across the...
Alaska Airlines is risking losing more pilots if it doesn’t successfully and quickly complete negotiations with pilots union ALPA. Negotiations over additional benefits have reached an impasse since starting in October. The Seattle Times quotes ALPA that it is seeing...
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