Airbus just published their numbers, which allowed us to update our model. Notes: Airbus is still out-producing Boeing. But as January showed, not out-delivering. This is huge news. Airbus starts the year with 25 deliveries: three A220-300. two A319neo, seven…
Our model utilizes the published numbers from the two OEMs, starting January 2000. There are 17 pages of charts to review. The unbalanced duopoly continued through year-end. As often stated, this threatens the supply chain , lessors, and operators. The…
Here’s our updated chart. Notes: 348 deliveries in 2024 compared to 2023’s 528. Breakdown: 260 MAX, five 737 P-8As, 51 787s, 10 767-300Fs, eight tankers 767-2Cs, 13 777Fs and one (the final) 777-300ER . December deliveries were 30 aircraft: 17…
Today’s Boeing headlines center about a resumption of production for the 737 MAX and continued layoffs. Boeing has officially resumed 737 MAX production under the watchful eye of the FAA and additional employee training post-strike. Hopefully the new quality measures…
Here’s the updated model. Notes: Gross orders at 49, including 34 MAX (14 canceled by TUI UK, 15 are Undisclosed, and five for Alaska Airlines. There is also an order for 15 KC-46 tankers. After 15 for ASC606 Adjustments, net…
Here’s the updated model. Notes: November saw 30 gross orders and 84 deliveries. Including MAS 1st A330neo, Emirates’ 1st A350, Ethiopian’s 1st A350-1000 and new Airbus operator, Icelandair’s 1st #A321LR. That is some month. All 30 orders are undisclosed. 10…