Boeing August Orders & Deliveries

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Here’s the updated model. Notes: YTD A321 deliveries outpace A320 by ~1.5. This is, in our view, a crucial item to be watching. A321neos are 52% of YTD orders and 47% of YTD deliveries. The chart shows how single-aisle…

Here are our Boeing April 2023 Orders & Deliveries Notes: Deliveries slumped in April – MAX, of course YTD deliveries guide to 668, but it’s too early to use that as a firm guide The top YTD delivery customers are…

Here is our updated model for Airbus April 2023 Orders & Deliveries Notes: The A321neo remains #1 – what a fantastic run its having Orders have slowed, but deliveries are pumping – 181 YTD If the first four-month pattern holds,…

Airbus Orders & Deliveries - March 2023

Boeing January 2023 Orders and Deliveries