Webinar: Wolfe Research – Walton’s Weekly Flyby

On Friday, 10/14, we hosted a top bizjet broker ahead of next week’s NBAA tradeshow. Boeing & Airbus reported Sept orders/deliveries capping 3Q as the strongest Q for total orders since 4Q19. Boeing reported 44 net orders in Sept with 227 in 3Q and 432 YTD with Airbus reporting 11, 388, and 647, respectively. Deliveries in Sept/3Q were mixed with BA posting 51 for the month and 112 for the Q with the month tying June but the Q 9 deliveries below 2Q (still up from 1Q’s 95). Airbus delivered 55 in June and 140 for the Q with the month trailing March and June and the Q trailing 1Q and 2Q. See detailed tables inside.

Click here to watch: https://players.brightcove.net/6285638718001/CsxhGkzZ9_default/index.html?videoId=6313958097112