MORGAN STANLEY says bottom-up analysis of 800 airlines shows that 80% of the OEM pre-COVID-19 orderbook is for growth and 20% for replacement; it sees significant downside to new aircraft production due to higher aircraft cancellation risks.

Subscription Required


MORGAN STANLEY is part of our SpeedNews subscription.

Subscribe now to read this alert, plus receive full coverage of key developments in commercial and business aviation.

Already a subscriber to SpeedNews or a content package that includes SpeedNews? Login


Did you know?  Aviation Week has won top honors multiple times in the Jesse H. Neal National Business Journalism Awards, the business-to-business media equivalent of the Pulitzer Prizes.