Here’s our summary for August. Subscribers can access the 21-page detailed report. The market continues to soften, as shown in this chart. A longtail impact is playing out: a crucial shortage of skilled people across the industry hurts new deliveries…
July was lower than the past few months. There is a softening trend in transactions. This reflects the industry’s slow deliveries, as this chart illustrates. Views: 21
With June behind us, what does the data tell us? Below is our model for viewing. Subscribers can access the larger model. Transactions are running slower than last year as new deliveries have remained tight. Older aircraft that should have…
Here is our updated transactions model for May 2024. Subscribers have access to the detailed version. Notes: The first five months’ deals point to lower volumes than last year, perhaps fewer than 2,000 deals. That would be ~10% less. Boeing’s…
Here is our updated model for transactions through April 2024. Subscribers have access to the larger report. Notes: Oddly, Embraer delivers their C-390 faster than Airbus delivers the A400. Delta, IndiGo, Southwest, and United are the top four airlines trading.…
We updated our transaction model for the first quarter of 2024. Subscribers have access to the more detailed version. Notes: Slow deliveries of the newest models from Airbus and Boeing keep the previous models popular; operators are trading actively. Page…