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
Tag Orders and Deliveries
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…
Boeing’s 2019 O&D
Pardon the delay of a few days. Here is our updated model that takes in all of Boeing’s Annus horribilis, 2019. The 787-9 was the cleanup player last year. But the 787-10 is going to come into its own. See…
Airbus 2019 O&D
Airbus published their December numbers and our model is updated. Some items: December saw only two A320ceo deliveries with 45 YTD. 380 A320neos delivered YTD. A321neo orders outstripped A320neo orders 2.5:1. A321neo deliveries were 170 for the year. The A321neo…
Boeing O&D through November
Here is our November update based on Boeing’s latest O&D. The top model YTD is the 787-9. It is interesting to see that the MAX is #2. On page 4 notice the biggest customer this year is the USAF . …
Airbus O&D through November
Yesterday Airbus provided their monthly update. Here’s our updated model. Airbus is having an order blowout year – which is not the way it looked even after the summer Paris airshow. It has the products the airlines and lessors want…