ESG Mission and Initiatives Deck
Continued Momentum in Recovery in Q1 2022
Industry shifting to growth as vaccinations spur recovery in certain regions of the world
.
The number of aircraft deliveries in 2022 is expected to surpass that of 2019, signaling a return to growth¹
Forecasted aircraft demand remains robust
Our fleet, which is 96% narrowbody, is well positioned to benefit from strong domestic traffic recovery
Deliveries
1,800
1,600
1,400
1,200
1,000
800
600
400
200
0
Airbus
Airbus and Boeing Deliveries
Demand For Some 39,000 Aircraft Over the Next 20 Years is Expected²
Fleet in service (thousands)
Airbus delivery share
90%
549
50
46,720
New deliveries
45
80%
40
40
70%
35
60%
30
Grow
23,770
(60% of deliveries)
39,020
50%
22,950
25
40%
20
30%
15
Replace
15,250
(40% of deliveries)
20%
10
10%
5
Stay
7,700
0%
(34% of 2020 fleet)
2023
0
Beginning 2020
2040
2021-2040 New Deliveries
2018
2019
2020
2021
2022
Source - Cirium Fleets Analyzer and 2021 Cirium Fleet Forecast for 2022-2023
2012
2013
2014
2015
2016
2017
Boeing
Airbus delivery share
2View entire presentation