Here’s what we have for the domestic US air traffic through December 31, 2023. Remember to click the double-headed arrow at the bottom right of the model for optimal viewing. Notes: Page 1 – The 2019 numbers are quite different…
The Alaska/Hawaiian deal keeps getting attention as analysts and media dig into whatever data they have. We published some thoughts on the deal based on the conference call here . As expected, both CEOs want to tout the win-win for…
The recent numbers announcement warrants more attention. We think changes in Airbus’ order and delivery numbers reflect market views worthy of deeper analysis. Orders data is gross and is useful for guidance as these are modified before deliveries. Orders are…
Tale of the tape - delivery numbers and values
US 2021 Monthly traffic numbers
Africa is a promising market for Embraer.