Monday, March 2, 2015

Twelve Is Boeings' Theme In February

After the malaise of January, Boeing has recouped its annual pace within the 90 Day average going forwards with a 12.33 moving average number during February, after delivering 12 during the 28 day period.  Of course March will have 31 days for customers gathering funding and Boeing building aircraft, so it should meet its prescribed 10 a month pace. The First Quarter will be a 90 day Quarter for the 90 Day Moving average. Making it a true match with the calendar and time. Second quarter 2015 has 91 days factoring the 90 day moving average.


Goal +/-                          *12/2014    **01/2015         Projecting    February-   (actual) Delta 
Month Deliveries              18             **7.0              10              12.0                     +5
3 M-M-avg                      11.67          10..33              10              12.33                   +2.33
Production Goal               10               10                 10               10                         0
Delivery Trend (+/- )       +8.                  +.33                       . 0             +2.33       Target....  >                
                                     *PM-Start      **M.A.P.                         PMs-Ending

*Progression Months Start
**Moving Average Progression mid-point

The 90 Day Background Noise:
  • Holidays are done and the pause is dispatched without any significant retooling.
  • More orders looming for Terrible Teens (@10)
  • 787-9's hitting production pacing during the holidays
  • The 787-9's, 787-10's are in market battles with the A350's with Turkish Airlines and Emirates.
  • It will be a "analyst year" over ordering either an Airbus or Boeing type.