With both the major OEMs Airbus and Boeing underperforming in their deliveries and growing fears surrounding global aircraft shortage, a Bloomberg Intelligence report says these fears are overblown. 280, or 2%, of the narrowbody fleet deliveries still being awaited as of the first quarter 2024. The report said: “Profitability and return on capital for global airlines such as Delta, United, Southwest and Lufthansa don’t indicate an aircraft shortage.” Analysis from the report claimed there does not appear to be a large shortage with air carriers in most regions are underperforming margins from before the pandemic. Capital returns and the weighted

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