Wednesday, April 1, 2015

April-Boeing 1st Quarter Recap

The below tables represent a snapshot of Boeing 787 production pacing and overall sales for 787 family of aircraft. Even though the prior Winging It blogs  have used tables concerning the 90 day moving average, it was necessary for some simplification illustrating both total sales and backlog of the aircraft.

The first table is the big picture using backlog as the key indicator for production and sales. Many production bumps are contained in the numbers as well as those missed sales opportunities and Boeing wins. It is a solid and stable chart, which encourages the investor during the first four years as Boeing gained control with its 787 program, and it is growing into its promised potential.

The second table below illustrates whether Boeing has met its own delivery governance for a ninety day period. Boeing has met its governance during first quarter 2015 with 10 787 delivered on average!

Table analysis and notes:
  • Boeing sales has also maintained an ever increasing backlog during the 2011-14 time period, and should have a similar backlog by the end of 2015, when compared with its first delivery year backlog found in 2011. Boeing delivered 258 total 787 and booked a total of 339 new orders during the period charted. A net backlog increased by 81 787's from the 2011 to 2015 period. 

  • Boeing demonstrates a determination for meeting its production and delivery advice with 10 787's  a month delivery pacing, even after a typical Holiday production pause.

  • Program Snapshot Table since 2004 until March 21, 2015, demonstrates the steady build progress and continued sales effort. 



First Quarter 787 Inventory Comparison and Analysis For 2011-2015

   2011 2012       2013       2014       2015     Total
Beg Backlog 736 778 773 891 842 736
Delivered 3 46 65 114 30 258
Ordered 45 41 183 65 5 339
Ending Backlog 778 773 891 842 817 817
Back-Log Delta 42 -5 118 -49 -25 81


90 Day Moving Average Table

  01/31/2015 2/28/2015 3/31/2015     Results 
In Months Delivery 7 12 11 30
Moving Average 10
Goal 10
Goal Trend 0


Complete 787 program annual Order Additions and Delivery Subtractions 

Year Yearly Orders Yearly Delivery
2004 52 0
2005 197 0
2006 99 0
2007 269 0
2008 59 0
2009 24 0
2010 36 0
2011 45 3
2012 41 46
2013 183 65
2014 65 114
2015 4 30 Back-Log
Totals 1074 258 816