As if world events were not causing enough anxiety, here’s another data point to add to your aggravation. It looks like the duopoly is experiencing a delivery slowdown . The close pattern from the duopoly is, shall we say, interesting. …
With Airbus numbers finally in, here’s our update for the duopoly in 1Q25. Here’s our model tracking the duopoly numbers since 2000. Notes
With the end of the first quarter, how do things look? Please use this link for our daily O&D tracker. Let’s start with the following table. Airbus—We saw tremendous acceleration in deliveries at the end of March. Looking back, March…
Airbus missed a once-in-a-lifetime opportunity to gain a substantial advantage over its competitor. Boeing was nearly down for the count and a knockout after two 737 MAX crashes, a near third, 787 quality problems, 777X delays, and KC-46A tanker flaws. Boeing…
Airbus released their latest orders and delivery numbers this morning. Here’s our update with a new data visual. Notes: Orders are unpredictable, and one can’t hold slow orders against the OEM. Deliveries, conversely, are easier to predict mainly because the…
Here’s the updated model. The good news continues. Notes: 45 deliveries, making it the best month since 2023 Boeing reported 40 MAX deliveries, four 787s, and one 777 36 orders for the month, of which 34 were 737 MAX and…