Airbus announced its 2025 Orders and Deliveries yesterday. Deliveries hit 733, better than the estimated 790 and 27 off the initial year target. All told, a very good year. Below is our interactive model. Please look at the bottom chart…
Boeing’s November 2025 numbers are in, and here’s our updated model. Notes: Another good month for Boeing with 164 orders and 44 deliveries. Boeing’s deliveries are going to slow as MAX inventory runs down and deliveries pace production. The order…
Here’s the updated model. Notes November saw 72 deliveries to 42 customers. Last November, there were 84 deliveries. 657 deliveries to 87 customers through November 2025, compared to 643 deliveries in the same period of 2024, showing modest year-over-year growth.…
With Boeing’s numbers in, we updated our model. Notes: Boeing is having an excellent year with the MAX . Not so much with the 777X, although there’s been positive news overnight. The chart below hints at the good news. Look…
Airbus released its October numbers, and here’s our updated model. Key items 78 deliveries and 112 orders; 585 deliveries YTD The A320 seems to be making a comeback at Frontier , something we did not expect, as that airline has…
Boeing continues to pick up production speed and is also attracting more orders. Here’s our model updated through September. Key points: