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AirInsight Group LLC @airinsight.com · 15h

With Boeing's numbers in, we updated our model. Notes: Boeing is having an excellent year with the MAX. Not so much with the 777X, although there's been positive news overnight. The chart below hints at the good news. Look at that orders curve for https://airinsight.com/?p=133024

AirInsight Group LLC @airinsight.com · 20h

Here's another one of those stories that underscores what we've said before. States and governments, generally, should have no business in commercial aviation. This is the ongoing saga of Azores Airlines. Background Azores Airlines (formerly SATA Internacional) https://airinsight.com/?p=132847

AirInsight Group LLC @airinsight.com · 1d

Hundreds of flights were delayed last week, creating chaos at Delhi Airport, India’s busiest aviation hub, after an unusual air traffic control (ATC) system glitch crippled operations. The disruption has prompted the government to order an urgent upgrade of https://airinsight.com/?p=132314

AirInsight Group LLC @airinsight.com · 1h

The U.S. Department of Transportation (DOT) has released updated DB1B data through the first half of 2025, and our refreshed model now reflects the latest trends in ticket pricing and yield performance across U.S. airlines. This four-page interactive model allows https://airinsight.com/?p=123495

AirInsight Group LLC @airinsight.com · 1d

LATAM Airlines Group has introduced its own global travel eSIM service, developed in partnership with Gigs. This offering positions LATAM as the first airline in Latin America to integrate mobile connectivity directly into its digital ecosystem, providing passengers https://airinsight.com/?p=92045

AirInsight Group LLC @airinsight.com · 1d

In a self-published statement on LinkedIn, Oleg Evdokimov, the President of MelonAero, a Montenegro-based company, said that international airlines based in Egypt and the Philippines have offered S7 Airlines, as well as the Russian government, to take over some of https://airinsight.com/?p=98701

AirInsight Group LLC @airinsight.com · 1d

Airbus' A321XLR is a niche aircraft; it's a variant of the best-selling A321neo family with an extended range of up to 4,700 nautical miles. It has seen strong initial demand since its launch in 2019. Based on the latest available data from Airbus reports, aviation https://airinsight.com/?p=132234

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AirInsight Group LLC @airinsight.com · 12h

Now that US sanctions on China have eased, we can see that COMAC is recovering. COMAC has faced US sanctions and export controls since 2020. These measures target COMAC's alleged ties to the Chinese military and aim to curb aviation technology transfers. COMAC's https://airinsight.com/?p=132194

AirInsight Group LLC @airinsight.com · 1h

Airbus released its October numbers, and here's our updated model. Key items 78 deliveries and 112 orders; 585 deliveries YTD The A320 seems to be making a comeback at Frontier, something we did not expect, as that airline has gone heavily for the A321. Did they https://airinsight.com/?p=130558

AirInsight Group LLC @airinsight.com · 4d

Are we witnessing a change in fortunes within the global aircraft duopoly? For several years, Airbus has enjoyed a sustained ascent, leaving Boeing scrambling to regain its footing. But as 2025 draws to a close, the data suggests that change may be in the air. https://airinsight.com/?p=130415

AirInsight Group LLC @airinsight.com · 5d

The government shutdown will further impact aviation Friday November 7th, 2025 with the FAA announcing traffic restrictions to be implemented at 40 airports in the US. The FAA plans to seek an initial 10% flight reduction that could grow to 15% if the impacts of https://airinsight.com/?p=130083

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AirInsight Group LLC @airinsight.com · 1d

With news that up to 40 US airports are likely to see flight reductions, expect some panicked news reports. These reports are going to cause travel chaos—the political class benefits from this, on both sides. What does the data show? The following chart lists https://airinsight.com/?p=130066

AirInsight Group LLC @airinsight.com · 1h

Air Canada has published its Q3 2025 results, confirming that its revenues declined 5% year-on-year (YoY), mainly due to its flight attendants striking during the quarter. The airline said it preemptively axed around 5% of its planned quarterly capacity during the https://airinsight.com/?p=129582

AirInsight Group LLC @airinsight.com · 7d

The Delhi-based low-cost airline, IndiGo, is seeing fluctuations in the Indian Rupee against foreign currencies, hitting its financials hard. IndiGo reported a net loss of Rs 25.82 billion on account of the impact of currency movements on dollar-denominated future https://airinsight.com/?p=129183

AirInsight Group LLC @airinsight.com · 7d

HIGHLIGHTS 2025 Guidance reiterated. From an operations perspective, the company estimates Commercial Aviation deliveries of 77 to 85 aircraft and Executive Aviation deliveries of 145 to 155 aircraft. From a financial point of view, revenues in the $7 to $7.5 https://airinsight.com/?p=129141

AirInsight Group LLC @airinsight.com · 5d

US airlines are rapidly updating their fleets. But no OEM can supply these big four airlines at the rates they want for new aircraft. The bread and butter for these airlines are single-aisle aircraft, and the following charts show where they stand as of the start https://airinsight.com/?p=128836

AirInsight Group LLC @airinsight.com · 8d

In his first public comments since the deadly June crash, Air India CEO Campbell Wilson took to the stage last week to field questions about the airline’s future. He underlined that despite the challenges — including the tragedy itself — the show must go on. https://airinsight.com/?p=128701

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AirInsight Group LLC @airinsight.com · 8d

Another month behind us and only two months to the year's end. 2025 is proving to be very interesting for the commercial aerospace industry: some disappointments and some surprises. If you're not a subscriber, use this link for a data visualization to draw your https://airinsight.com/?p=128651

AirInsight Group LLC @airinsight.com · 11d

VietJet has firmed up orders for 100 Airbus A321neo aircraft, following the airline's signing of a memorandum of understanding (MoU) at the Paris Air Show in June 2025. On October 30, 2025, Airbus announced that VietJet, a Vietnam-based low-cost carrier, firmed up https://airinsight.com/?p=126513

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AirInsight Group LLC @airinsight.com · 11d

AURA AERO opened a facility in Daytona Beach to build electric and electric-hybrid aircraft for training and regional aviation. The 11,000 sq. ft. facility at Embry-Riddle Aeronautical University’s Research Park will serve as its U.S. headquarters and first https://airinsight.com/?p=127255

AirInsight Group LLC @airinsight.com · 11d

Economic development is a highly competitive business. Communities pursue companies to locate in their areas because of the benefits they offer. As one of six guests of the Fort Worth EDP (Economic Development Partnership) over the past two days, your https://airinsight.com/?p=127068

AirInsight Group LLC @airinsight.com · 11d

Airbus reported its Q3 financial results, which are significantly up year over year due to supply chain constraints, which could impact meeting full year guidance. Nonetheless, the company was able to increase EBITDA to about 10% above street estimates, with EPS https://airinsight.com/?p=125632

AirInsight Group LLC @airinsight.com · 13d

Boeing reported its Q3 2025 financial results today, with strong revenues and cash flow, but a $4.9 billion addition hit to the chronically delayed 777-X program. Q3 revenues rose to $23.3 billion on improved delivery performance, as the 737 MAX program https://airinsight.com/?p=125121

AirInsight Group LLC @airinsight.com · 2d

U.S. regulators have blocked 13 existing and planned routes for Aeroméxico, Volaris, and VivaAerobus, effectively slamming the door on their expansion plans from the Valley of Mexico. In a sharp escalation of a bilateral dispute, the U.S. Department of https://airinsight.com/?p=125320

AirInsight Group LLC @airinsight.com · 2d

The 2025 mid-term elections provided the Argentine government with a strengthened political mandate, setting the stage for a final confrontation over its privatization agenda for Aerolíneas Argentinas. For the first time, the legislative numbers to approve a sale https://airinsight.com/?p=125187