Boeing delivered 57 aircraft in September, its best month of 2026. The deliveries included 43 MAXs, 8 787s, 2 777 freighters, and 4 767s, three of which were KC-46 tankers for Boeing’s defense unit. Year-to-date is 475 (+8%), including 363…
Airbus deliveries year-to-date stand at 547 to 84 customers. August’s year-to-date figure was 475, and September was 72. Orders: September gross orders were 17. The data reflect ongoing activity across the quarter. Backlog moves shown below align with manufacturing cadence.…
The official duopoly numbers for August are in. They match our tracker. Here’s our public model. August is Airbus ‘ European vacation month and invariably sees a slowdown. This year we noticed that single-aisle deliveries were on track, but twin-aisle…
Airbus’s July O&D numbers are in, and the gap over 2025 keeps widening. Orders: 204 gross, but 66 cancellations brought net to 138. The headline commitment was SMBC Aviation Capital’s 100-jet single-aisle order (35 A320neo / 65 A321neo), followed by…
Boeing had another good month in June, with 121 orders and 64 deliveries, especially ahead of next week’s airshow. Deliveries are up 12% YTD. Key items Orders were good, particularly for 102 MAX from ‘Unidentified’. The MAX program continues to…
The June numbers are out, and it was a big month for deliveries, with 89. This is a surprise because their deliveries have been running behind target for months. We are not alone in being concerned about this. Bank of…