Airbus had a better September than August. 73 deliveries, which is excellent, but insufficient to meet the month’s requirement to meet the annual 820 target. This means the remaining months have to be pushed harder. Some good news on that…
Based on Boeing’s data update , here’s our updated model. Things are looking better each month. Notes: Boeing delivered 57 aircraft in August, including 42 MAXs and nine 787s These are outstanding numbers and support our much more bullish view…
We love working with data. Here’s a data visual starting in 2000 through last month, using Airbus O&D reports. As always, we are especially keen on sharing visuals that tell their stories in an easy-to-follow way. There are two pages,…
Airbus numbers are out, and our model is updated. Notes: August 2025: 61 deliveries to 39 customers; 99 gross orders, YTD 34 deliveries to 76 customers The A350-1000 has hit 100 deliveries. This model seems to be attracting more attention.…
With the July data published, we have updated our models. The most important metric: Boeing delivered 48 aircraft in July, up 12% YoY and up 51% on a YTD basis. Notes:
Airbus did their monthly update, and we have updated our model to track the data. Notes July deliveries of 67 aircraft are down 13% YoY, adding to pressure on the 2H25 delivery ramp. That 820 target looks ever more daunting.…