Hacker News Reader

I'd note Airbus is seeing the same pattern. The 737-MAX's A320neo competitor, for example:

https://en.wikipedia.org/wiki/List_of_Airbus_A320neo_family_...

1,689 orders in 2023, 154 in 2024.

https://en.wikipedia.org/wiki/List_of_Airbus_A220_orders_and...

141 orders in 2023, negative 12 in 2024.

As a result, I presume the explanation is less "no Boeing" and more something like "orders have a reporting lag" or "2023 was a big year for airlines post-COVID".

View on HN

These stats alone seem like way more interesting news, suprised I haven't seen that before. I wonder why plane orders from the two biggest manufactures have dropped so dramatically and what it means economically.

My mind immediately goes to whether airlines are quietly preparing for an expected downturn, or if airlines aren't selling to corporations because they're selling to governments and militaries. That could definitely be my own preconceptions sneaking in though.

I wouldn't read too much into it yet; 2023's numbers look like they're abberantly high, which is probably the airlines catching up after the little economic hiccup we all had in 2020.

Could be related to high interest rates and investments being more expensive. Also, I believe that Airbus has a 10 year backlog on their newest planes, so no point in shelling out a lot of cash right now for 10 years down the line.

Reply on news.ycombinator.com