At ch-aviation we are tracking new aircraft deliveries of the largest aircraft manufacturers: Airbus, Boeing, Bombardier, COMAC, De Havilland, Embraer and Irkut. An analysis of deliveries for the first two months of 2020 already shows results impacted by Coronavirus/COVID-19 pandemic.

December is the busiest month for manufacturers with new aircraft deliveries as most manufacturers try to deliver as many aircraft as possible in the calendar year. The first two months are usually slower than year-end, but deliveries in the first two months of 2020 are significantly lower than same two months a year earlier.

Boeing deliveries last spring were hit by the grounding of Boeing 737MAX aircraft, the most popular type in Boeing’s portfolio. Still, we can see January and February were significantly slower months for Boeing than any month in 2019.

Airbus also had a slower month in January than the year before, but the European manufacturer was able to deliver more aircraft in February than a year earlier. Their result was positively impacted by more Airbus A220 deliveries (5 vs 2 in February 2020 vs February 2019).

We don’t need to look far to see where the slower tempo of new aircraft deliveries is taking place.

The number of new deliveries in China, Hong Kong and Macao stopped when the region entered Covid-19. We noticed massive groundings of aircraft in these countries in February and new aircraft deliveries also stopped. There were no new aircraft deliveries to airlines from China, Hong Kong and Macao in February when 20 new aircraft were delivered on average per month in 2019. The last new aircraft was Airbus A320NEO delivered to Spring Airlines on January 22, 2020.

Based on what we saw in China/Hong Kong/Macao we can expect aircraft deliveries slowed down in Europe too. Europe was third-largest market by new aircraft deliveries in 2019:

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We used ch-aviation fleets advanced for this analysis.

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