Recent deliveries are showing Cirrus/Cessna are dominating deliveries. Over the last couple years, Cessna’s share (again singles) is slowly growing, and Cirrus growing dramatically. Overall market hasn’t been growing, so the remaining piece of pie is divided by the other players. Can everyone else continue to complete?
I’m looking at the consolidation with Tiger/Commander being gone. Piper is only viable since they have a 6-place. Diamond has the family offering to be a potential powerhouse, but isn’t quite getting there.
I think the Columbia plane is quite good, but the management continues to make mistakes and they aren’t going to make it.
-Multiple lay-offs: eventhough most people are eventually rehired, the good people have to be leaving for more security.
-Financial stability: I don’t have any inside information, but have concerns. Columbia laid-off the majority of their workforce last month due to the G1000 issues. Other manufacturers (Diamond, Piper, Cessna) were effected and they didn’t throw Garmin under the bus
-Marketing machine focuses on negative campaign on Cirrus and not on promotion of their product. (Many of the owners seem to do this too.)
-The new turbo Cirrus is selling like crazy. Columbia/Mooney used to own this market and now there are a few dozen turbo-Cirrus going out every month. Columbia has lost its niche with Cirrus and Mooney’s compeition.