US Airline Boeing 737 MAX Operations

The FAA's rate throttle on the MAX is leaving customers unhappy. United has even asked pilots to take unpaid time off. Customer anxiety is mainly kept quiet. There is no point in any public Boeing bashing. We are aware of uncomfortable conversations. Customers are forcing change on Boeing. Below is our MAX Ops model, with data from 2000 through 3Q23. The fourth quarter is expected within the month. Page 1: The upper chart shows that the 737 family had an 84% RPM share (we intentionally excluded MD aircraft) in 2000, which steadily declined to 68% by 3Q23. The lower chart shows the 737 RPM share by model. Readers can select airlines using the menu on the left. The lower chart shows operators steadily upsizing—the exception is Southwest, which has remained loyal to the 737-700 size. The absence of the MAX 7 negatively impacts the airline. We understand the airline bills Boeing quarterly for damages for the delay. These damages are then rolled into credits on future deliveries. As we explained previously, Southwest's fleet is out of gauge. In terms of upsizing, United is impacted greatly by the lack of the MAX 10. Delta appears more sanguine. Page 2: The page lists fuel burn. The key number for us is 100-seat/miles/gallon, which is the number the MAX and NEO now offer operators. The tables show that fuel burn varies more than one might have expected among operators. The MAX models do show significant fuel burn improvement over the NGs. The MAX 9 is exceptionally fuel efficient and has the lowest carbon footprint among US-operated single-aisles. Of course, this only makes the FAA rate throttle all the more frustrating for Boeing and its customers. However, as Boeing works through its QC at Renton and can increase the rate, demand for the MAX should remain robust. Page 3: Here, we show the comparative fuel burn on a chart. The step change from NG to MAX is apparent. We calculate that the MAX delivers more than the 16% fuel burn improvement CFM spoke of. Page 4: This page lists fuel burn by model and operator performance. We graphically illustrate the disparity between operators. We should note that tracking the data for a considerable period has highlighted airline misfiling. We reported about Alaska and Southwest misfiling. Both airlines refiled their data after our stories. Page 5: Here, we show the same charts as on page 4, but the focus is per airline and the 737 fleet at the airline.

US Flight Planner - US DoT On-Time Data	Airbus vs Boeing - Official OEM Data
US Airline Schedule Performance - US DoT Data	Daily OEM Production & Deliveries -

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