With the combined data sources updated, here’s our summary. Subscribers can access the 17-page detailed model. Delivery market share reflects the instability of the duopoly, which is bad because an unstable commercial aviation duopoly impacts global air travel and cargo.…
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GAMA released its shipments and billings report for the second quarter of 2024, and the results are generally positive for the general aviation market. Year over year business jet deliveries are up 8.8%, while industry billings year over year are…
The duopoly accounted for 94% through July The differences in new deliveries are rather stark Boeing has a good business in freighters (and military derivatives), but throttled-back delivery rates are damaging While Airbus numbers are better, by comparison, they are…
The chart below shows that June is the traditional period when new deliveries exceed 500 for the year. This year follows the tradition. But there’s something to note: Is the momentum the same as in previous years? We need to…
It is going to be a lousy year as Boeing falls further behind. Here are some charts to illustrate this. Airbus continues to out-deliver Boeing. That means Airbus makes more bank deposits. A whole lot more. The story is evident…