The Current Issue.

Contents as follows:

SUMMARY DATA

Summary Data ENGINES.

The Firm Engine Order Book and Order Book Change.

Engine Orders in the month of September (2018-2024).

Third Quarter Engine Orders. (2018-2024)

Engine Orders Jan-September (2018-2024)

Engine Installs in the month of September (2018-2024)

Third Quarter Engine Installs (2018-2024).

Engine Installs Jan-September (2018-2024).

Summary Data AIRCRAFT.

The Current Position: Aircraft on September 30, 2024.

The Large Commercial Jet Aircraft Backlog.

The total aircraft backlog at the end of September was a new record for the industry. The previous record was 15,812 set at the end of March this year. The widebody backlog at the end of September was the largest since October 2017 when there were 2,378 widebody aircraft on backlog.

Aircraft Orders in the month of September (2018-2024).

Third Quarter Aircraft Orders. (2018-2024)

Aircraft Orders Jan-September (2018-2024)

Aircraft Deliveries in the month of September (2018-2024)

Third Quarter Aircraft Deliveries (2018-2024).

Aircraft Deliveries Jan-September (2018-2024).

INDUSTRY OVERVIEW.

There are new aircraft backlog and engine order book records.

In September the aircraft backlog grew by 216 to reach the new high of 15,867. Also, during the month the number of engines on firm order grew by 288 taking the engine order book to the new high of 30,058. The aircraft backlog is now 124 larger than at the start of the year and the engine order book is 318 larger. The previous aircraft and engine backlog records were set at the end of March.

THE ENGINE ORDER BOOK.

There is a new engine order book record.

The number of engines on firm order increased by 288 in September and this took the total at the end of the month to a new industry high; it is the second time this year that there has been a new order book record. There are slightly fewer single-aisle engines on order than at the start of this year but the widebody engine order intake has been strong and, as a result, the number of widebody engines currently on firm order is the largest in just over seven years.

Table: Single and widebody engines on firm order,

On Dec 31, 2023, then on Sep 30, 2024. Order book change this year, Engine order intake by Sep 30, 2024, orders cancelled in 2024, Engine installs by Sep 30, 2024.

Chart: Large civil jet engines on firm order (Sep 2022 to Sep 2024).

Chart: Monthly engine order book change order (Sep 2022 to Sep 2024).

Chart: Engine order book change by program in the last 12 months.

Table: The Firm Jet Engine Order Book.

Table: CFM LEAP and Pratt & Whitney GTF Firm Order Books

Table: Firm Engine Order Book Change as of September 30, 2024.

Table: Change to the CFM LEAP and Pratt & Whitney GTF Firm Order Books.

Single-aisle and Widebody Engines on Firm Order.

Chart: Engines on Firm Order for Single-aisle Aircraft (Sep 2022-Sep 2024).

Chart: Monthly change : Single-aisle engines on firm order (Sep 2022-Sep 2024).

Chart: Engines on Firm Order for Widebody Aircraft.

Chart: Monthly change : Widebody engines on firm order. (Sep 2022-Sep 2024).

Table: Engines on Firm Order for each Aircraft Program on September 30, 2024.

Table: The Engine Manufacturers’ Shares of Firm Orders on each Aircraft Program on September 30, 2024.

Table: Engine Variants on Firm Order.

The Total Engine Requirement (TER).

Chart: Monthly Total Engine Requirement from Sep 2022 to present.

The total at the end of September is a new record. The previous record was set at the end of March this year. The current TER figure is 248 engines larger than at the start of this year, 2,354 larger (+8.0%) than at the end of September last year and 4,958 larger (+18.5%) than two years ago. The aircraft backlog has grown by 2,480 in the last two years.

Chart: The Total Engine Requirement monthly change.

Pie chart: The share of the Total Engine Requirement,

(Single-aisle engines Firm, single-aisle engines To Be Decided, widebody engines firm and widebody engines To Be Decided.)

At the end of September there were 773 single-aisle aircraft and 61 widebody aircraft on firm backlog order without engine selections.The TER for all single-aisle aircraft on firm order at the end of September was 26,986 (85.0% of the total) and for widebody aircraft the figure was 4,740 engines.

Table: The number of To Be Decided engines for each aircraft program on September 30, 2024.

Pie Chart: Engines awaiting decisions

To Be Decided.

Table showing the number of engines required for firm ordered aircraft which do not have an engine selection.

ENGINE ORDERS.

Chart: The monthly firm engine order intake from Sep 2022 to present.

The September engine order intake was the second largest this year and it might have been larger if 75 A320neo Family aircraft ordered during the month had engine selections. Even so, there have been orders for 1,686 engines so far this year made up of 1,048 single-aisle and 638 widebody engines. September did see the first large order for the PW1100G but, as the table below shows, there are some gaps: No LEAP-1C or PW4000 or Trent 1000 orders at all this year. There have not been any orders for the CFM56-5B since March 2019 and no orders for the Trent 700 since November 2021.

Table: Monthly Firm Engine Orders (Sep 2023 to Sep 2024).

Table: Gross and Net Engine Orders by September 30, 2024.                                      

ENGINE INSTALLS.

Note: Engine installs are new engines installed on new aircraft and they are counted in the month when the aircraft is delivered to the customer. These install figures do not include spare or replacement engines.

Table: Jan-September Engine Installs each month (2018-2024).

Chart: Install change from last year, by engine program.

By the end of September there had been 1,686 new engine installs, 130 fewer than by the end of September last year made up of 82 fewer single-aisle engine installs and 48 fewer widebody engine installs. The LEAP-1A and LEAP-1C have had more installs this year but the LEAP total has been brought down by the big LEAP-1B drop. Note that the LEAP-1C has had the largest gain this year. There have been exactly the same number of PW1100G installs and the GTF total was pushed up by eight more PW1500G installs. None of GE’s engine programs have had more installs and the only Rolls-Royce program with more this year is the Trent 7000. The Trent 1000 and Trent XWB have both had the same number of installs as by the end of September last year.

Table: Jan-September Engine Installs (2022 to 2024).

All engine programs.

Chart: Monthly engine installs.

Sep 2022 to Sep 2024.

Table: Monthly Engine Installs by engine program (Sep 2023 to Sep 2024).

Chart: Monthly single-aisle engine installs (Sep 2023 to Sep 2024)..

Chart: Monthly widebody engine installs (Sep 2023 to Sep 2024)..

Chart: Quarterly Installs of Large Civil Jet Engines.

Chart: Quarterly single-aisle engine installs.

Chart: Quarterly widebody engine installs.

It’s a new backlog record – 15,867 aircraft at the end of September.

It is actually the fifth new backlog record in the last 12 months. The previous record was 15,812 aircraft, at the end of March. The new record is 55 aircraft larger. The backlog was pushed up in September by orders for 300 aircraft, the largest monthly intake so far this year. There were 84 deliveries during the month and no cancellations so the backlog increased by 216 aircraft. This is the largest monthly increase since the huge 904 aircraft backlog gain in December of last year.

Chart: The development of the Large Commercial Jet Backlog.

September 2022 to September 2024.

The figure at the end of September this year is a new industry record which beats the previous record set at the end of March. The current single-aisle backlog is 28 aircraft lower than at the start of the year while the widebody backlog is 152 aircraft larger so the current total backlog figure is 124 aircraft larger than at the start of the year, 1,177 larger than at the end of September last year and 2,480 aircraft larger than at the end of September 2022 which is a gain of 18.5%.

Chart: Monthly backlog change.

Sep 2022 to present.

Chart showing The Manufacturers’ Month-end Backlogs.

Chart: Airbus and Boeing – monthly backlog change.

Table: The aircraft manufacturers’ single-aisle and widebody backlogs.

On Sep 30, 2022, Dec 31, 2022,Sep 30, 2023, Dec 31, 2023 and Sep 30, 2024

Table : How the aircraft manufacturers’ backlogs have changed.

Change since Sep 30, 2022, Dec 31, 2022,Sep 30, 2023 and Dec 31, 2024.

Chart: Backlog change by September 30, 2024.

All aircraft programs.

Chart: Backlog change in the last 12 months.

All aircraft programs.

Table: Monthly Backlog: Major Programs.

Monthly from Sep 2023.

Table: Backlog Change: Major Programs on September 30, 2024.

Table: Backlog Development of Minor Aircraft Programs.

Backlogs of all aircraft variants at the end of each of the last five quarters.

Table: Backlog Change – all Minor Aircraft Programs as of September 30, 2024.

Change from the end of the previous four quarters.

Table: The Aircraft Manufacturers’ Single-aisle and Widebody Backlogs.

Broken down by single-aisle families, passenger widebodies and widebody freighters.

Table: The Aircraft Manufacturers’ Single-aisle and Widebody Backlog Changes as of September 30, 2024.

Change since Dec 31, 2022, Sep 30, 2023, and Dec 31, 2023.

Chart: Single-aisle Backlog Change by September 30, 2024.

All single-aisle aircraft programs.

Chart: Widebody Backlog Change by September 30, 2024.

All widebody aircraft programs.

Chart: The single-aisle Backlog.

Monthly from Sep 2022.

Chart: Monthly Single-aisle Backlog Change.

Pie Chart: The Share of the Single-aisle Backlog.

At the end of September, Airbus had 2,115 more single-aisles on backlog than the other three manufacturers put together and 3,036 more on backlog than Boeing. The A320neo Family had a backlog of 7,247 aircraft at the end of September, 53.7% of the entire single-aisle backlog.

Chart : Passenger Widebody Backlog.

Monthly, from Sep 30, 2022.

Chart: Monthly Passenger Widebody Backlog Change.

Monthly, from Sep 30, 2022.

Pie Chart : The Share of the Passenger Widebody Backlog.

Boeing now has 439 more passenger widebodies on backlog than Airbus. At the start of this year, Boeing had 573 more on backlog than Airbus. The reason the gap between the two manufacturers has narrowed is because while Boeing has taken orders for 53 passenger widebodies this year, and has delivered 43, Airbus has taken orders for 195 and has delivered 56. The 787 is the largest program with a backlog of 781 aircraft which is a 35.2% share of the entire passenger widebody backlog. The A350 passenger backlog is 664 aircraft which is a 29.9% share of the total.

Table: The Widebody Freighter Backlog.

All freighter programs, on Dec 31, 2022, Sep 30, 2023, Dec 31, 2023 and Sep 30, 2024.

Chart: The Widebody Freighter Backlog.

Monthly from Sep 30, 2022.

September was the best month so far this year with orders for 300 jets.

There were orders for 279 single-aisles and 21 widebodies in September. The total of 300 aircraft was the largest September order intake in over 10 years but it was mostly single-aisles and it was mostly Airbus aircraft that were ordered. By the end of the month there had been gross orders for 982 aircraft (920 net) which is just over 1,200 fewer than by the end of September last year.

Chart: Aircraft orders by the end of September 2024.

Aircraft model and number ordered.

Chart: Monthly Orders for Single-aisle Jets.

Sep 2022 to Sep 2024.

Chart: Monthly Orders for Widebody Jets.

Sep 2022 to Sep 2024.

Chart: Monthly Orders for Large Commercial Jets.

Total number ordered each month from Sep 2022 to Sep 2024.

Table : Monthly Orders for Large Commercial Jet Aircraft.

All aircraft programs and their order intakes from September 2023 to September 2024.

Still well behind last year.

By the end of September there had been 796 new aircraft deliveries, 64 fewer than at the end of September last year. This was made up of 41 fewer single-aisle deliveries and 23 fewer widebody deliveries. Airbus has delivered nine more aircraft this year, COMAC has delivered seven more but Boeing’s total of 291 deliveries so far this year is 80 aircraft lower than at the same time last year.

Table: Jan-September Aircraft Deliveries (2018-2024).

Chart: The change in deliveries this year.

Only three single-aisle and three widebody aircraft programs have had more deliveries this year than by the end of September last year and their combined gain is just 27 aircraft with the A321neo having the largest gain of nine aircraft. Thirteen other programs have had fewer deliveries this year and, with the exception of the 737 MAX, the drops in delivery numbers are all in single figures. It is the large drop in MAX delivery numbers which has brought the total drop down so much but the MAX is not entirely to blame; the 12 other programs with delivery drops have a combined total of -36.

Chart: Deliveries by September 30, 2024.

The number of deliveries by each aircraft program so far this year.

Table: Jan-September Deliveries (2022 to 2024).

All aircraft programs.

Table: Aircraft Deliveries in 2022 and 2023 (Full years) and by the end of September 2024.

Chart: Monthly Large Commercial Jet Deliveries.

Sep 2021 to Sep 2024.

Table: Monthly Deliveries of Large Commercial Jets.

All aircraft programs each month from Sep 2023 to Sep 2024.

Chart: Monthly Single-aisle Deliveries.

Chart: Monthly Widebody Deliveries.

Chart: Quarterly Deliveries of Large Commercial Jets.

The Third Quarter delivery total this year was the largest (for a Third Quarter) since 2018 when the Q3 record of 390 deliveries was set. The record for a single quarter was 535 deliveries, in Q4 2018.

Chart : Quarterly Deliveries of Single-aisle Jets.

Chart : Quarterly Deliveries of Widebody Jets.

Table: Quarterly Deliveries : Minor Programs (Q1 2021 to Q3 2024).

The deliver totals of all individual aircraft programs in each quarterly period.

CFM International: CFM56-5B, CFM56-7BE, LEAP-1A, LEAP-1B, LEAP-1C.

GE Aerospace: CF6-80, GE90, GE9X, GEnx.

Pratt & Whitney: PW4000, PW1100G, PW1400G, PW1500G.

Rolls-Royce: Trent 700, Trent 7000, Trent 1000, Trent XWB.

APPENDICES.

Appendix 1.  Orders for Large Commercial Jet Aircraft in the Third Quarter 2024.

Appendix 2.  Orders for Large Civil Jet Engines in the Third Quarter 2024.

Appendix 3.  Deliveries of Large Commercial Jet Aircraft in the Third Quarter 2024.

Appendix 4.  Installs of Large Civil Jet Engines in the Third Quarter 2024.