Boeing has published their data, and we have updated our model. Notes: Gross orders were 63, including 40 MAX from Avia Solutions Group, 40 options, six MAXs for another undisclosed customer, and 10 787s for LATAM. Seven 777Fs were for an undisclosed…
Here’s the updated model. Notes: October saw 62 deliveries and 559 YTD. The YTD number is precisely the same as last year’s, and the 770 delivery target looks ambitious. Last year, there were 176 deliveries during the final two months…
With the data published, we updated our model. The numbers are interesting on several levels. Notes As the model shows, the A321neo continues to sparkle. It seems everyone wants this airplane. However, the cloud over the industry impacts every OEM,…
The IAM strike at Boeing continues, with the union and management failing to move after mediation, with contract talks resuming today and later this week. The strike is having a major impact on the supply chain, and UK suppliers Senior…
The data has been published, and our model has been updated. This period includes two strike weeks, so the data looks reasonable. YTD orders at 306 and deliveries at 266 September saw 54 MAX and 11 777F orders September saw…
Here is our updated model. Notes: Orders—gross orders were 22, including 22 MAX for ElAl and 2 737 E7s. Meanwhile, Air Europa canceled one 787, including 3 ASC 606 Adjustments, which brings net orders to 24 or 122 YTD. The…