2020 continues to show itself as, arguably, the worst year in commercial aviation in living memory. The Airbus numbers are, shall we say, sobering. Here’s our model to demonstrate that. No orders since May , when there was one for…
Here’s our updated model. Boeing won some new orders last month. Deliveries remain tepid as was the case for Airbus. Covid has pushed deliveries back across the industry . While 2020 is an appalling year for OEMs, this comes after…
Our updated model is below. Boeing orders slip below 5,000 on MAX cancellations per WSJ No orders in April and a handful of deliveries Views: 10
Here is our updated model. No surprise, trading has dropped off the cliff – see Slide 2 Amazingly, Egyptair is the #1 delivery customer YTD Slide 8 shows the MoM remains alive, but only just. For Airbus, this remains a…
Here’s our updated model. Boeing removed 313 aircraft from its backlog in March (150 737 Max cancellations) -75 MAX from Avolon plus -34 MAX (of 135 ordered) by GOL Boeing YTD net orders at -307 Turkish is the largest delivery…
We added the latest numbers for Boeing and updated our model. 2020 is looking to be a very tough year after a previous tough year – Orders are slim Deliveries are 787 heavy, but light overall Given Covid-19 and this…