Boeing O&D through October

Here is our updated model. Views: 11

Here is our updated model. Views: 11

Yesterday Airbus published its latest monthly O&D numbers. What a dramatic change October brought. A huge order from IndiGo turned their year around dramatically. Below is our updated model that allows you to drill down on the O&D numbers. We…

Here is our updated model. In terms of orders YTD its all about the 787-9 & -10 Page 2 shows the same cliff the Airbus model does – 2019 is a horrible year for orders Page 3 shows the 777…

See the updated model here. Orders remain weak this year as it becomes clearer a downturn is coming Orders this year are focused on NEO models, the A220 and A350 Lessor orders are scarce this year Deliveries are on track…
Here is our updated O&D model for Boeing. Since the MAX grounding its been all about 787 deliveries Orders have softened as we expected Delta remains the largest delivery customer YTD. Interestingly, the same applies to Airbus . But the…

Our monthly O&D model for Airbus has been updated. Once again few orders Deliveries hit 500 YTD which makes their annual goal look feasible 20 A220s delivered YTD Last year A320neo deliveries were 2.1:1 A320neo to A320ceo; YTD 2019 it…