With another month end behind us, what’s the score look like among the aircraft OEMs? This is likely an interesting item for many. As usual, we’ll start with a model. This model is publicly available and updated daily. We believe…
Here’s the updated model. Notes: YTD commercial deliveries are 280, compared to 312 for the whole of last year when the MAX inventory was high. Defense saw another 62. MAX production is humming again and approaching the FAA rate…
Here’s the updated model. Notes: Airbus delivered 63 aircraft and added 203 aircraft to its order book. Orders are performing well, and the book-to-bill ratio has improved. They welcomed new customers, LOT Polish Airlines, with an order for 40 A220s…
With the data fresh from the OEM, we updated our model. Interestingly, there were no orders in May, probably being saved up for the show in two weeks to maximize media attention. For the month, Airbus delivered 51 aircraft to…
Here is the April update. Notes: Boeing continues to claw its way out of delays and inventory buildup Customers keep ordering, so that is a source of relief, although eight for the month is soft Focus on MAX Looking at…
Here’s our updated model based on the April data. Notes: Airbus delivered 56 aircraft in April and booked 11 orders. YTD orders are 204 net (280 gross, 76 cancellations) against 192 deliveries for a YTD book-to-bill of 1.12x. The A321neo has…