The US DoT published the July 2024 data, and we updated our models. We are sharing two of them here. Remember to click the double-headed arrow at the bottom right to optimize for your monitor. In the model above, you…
The air cargo industry maintained its impressive growth trajectory in July, with global demand surging by a substantial 13.6% year-on-year (YoY). This marks the eighth month of double-digit growth, further solidifying the industry’s resilience and adaptability. July’s demand surge pushed…
Our model is updated. Orders – gross orders 59, including 15 A321neo for an undisclosed customer, plus seven A330-900 for Virgin Atlantic, 11 A321neo and 20 A350-900, 6 A320neo and cancellations for two A350-1000s for Virgin Atlantic. Orders YTD: 367…
The duopoly accounted for 94% through July The differences in new deliveries are rather stark Boeing has a good business in freighters (and military derivatives), but throttled-back delivery rates are damaging While Airbus numbers are better, by comparison, they are…
July was lower than the past few months. There is a softening trend in transactions. This reflects the industry’s slow deliveries, as this chart illustrates. Views: 21
Today’s key stories center about 2nd quarter earnings and expectations for Q3 after July deliveries holding pace. Boeing will release earnings prior to market opening today, amid expectations for losses and negative cash flow as the company begins its manufacturing…