Boeing O&D September 2020
Here is our updated model No orders in September (just like Airbus) 11 Deliveries – only the strong customers are taking aircraft The absence of a deliverable single-aisle for so long must cut deep into cashflow Views: 10
Here is our updated model No orders in September (just like Airbus) 11 Deliveries – only the strong customers are taking aircraft The absence of a deliverable single-aisle for so long must cut deep into cashflow Views: 10
Here is our updated model: No orders Good deliveries though A220-300 deliveries at 50% compared to 2019 F/Y A320neo deliveries at 41.3% compared to 2019 F/Y A321neo deliveries at 48.8% compared to 2019 F/Y Only a handful of widebodies delivered…
Based on Boeing’s update, here’s our model. Views: 7
Our model has been updated based on the latest from Airbus. Views: 8
The latest data was just published and our model is updated. Notes: The A321neo continues to see popularity in orders No widebody activity in July Indigo is the new YTD largest delivery customer Views: 14

Here’s our updated model for June based on Boeing’s most recent update. 2020 continues to be a nasty year. Page 2 shows how much worse than in 2019. Military orders for P-8 match 787-10 orders The 787-9 is by far…