Boeing O&D April 2020
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
Tag Orders and Deliveries
Airbus April 2020 YTD O&D
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…
Boeing March 2020 O&D
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…
Boeing O&D for February 2020
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…
Boeing January O&D
In a word, ouch. What is there to say? No orders, zero, nada – the first time since 1962! Thirteen deliveries. More sleepness nights in Seattle and Chicago. There should also be sleepless nights on Wall Street. Views: 4
Airbus January 2020 O&D
Here is our updated model. Airbus started the year with a bang – several big deals confirmed ensuring healthy order-level early in the year. Note the A321neo continues to accelerate past the A320neo. Upsizing is back in vogue. The Spirit…