Here’s the updated model. Notes: 30 deliveries, so off to a genteel start after the blowout December Although the supply chain is still stressed, we believe more suppliers are trying to move to supplying Airbus, given the MAX debacle. This…
Embraer deliveries rose 13% in 2023 and its backlog reached $18.7Bn, a $1.2Bn growth. The OEM delivered 75 aircraft in 4Q23; 49 executive jets (30 light and 19 medium), 25 commercial jets and 1 military C-390 jet. For the year…
Here’s the updated model. Notes: 2.094 net orders for 2023 and 735 deliveries – a banner year and industry record Note our model shows gross orders 2023 deliveries are 14% short of the previous high in 2019 of 856. We…
Our updated model is below. Notes November saw good order levels from Dubai, while deliveries remained constrained. Boeing delivered 45 737 MAX, 1 737-800A , 2 767s, 3 777s, and 6 787 November saw deliveries within 19 of last year.…
Here’s the updated model. Notes: Airbus delivered 71 aircraft to 42 customers and added 119 gross orders to the backlog. YTD Airbus has 1,389 orders and 559 deliveries. This projects 670 deliveries for the year. Of the past six years,…
Here’s the updated model – all 25 pages. We offer some notes below highlighting items that catch our attention. The model has a long history, starting in January 2000. This model is based on our Airbus and Boeing O&D models.…