Saturday, March 4, 2017

Airbus Loses Some Ground to Boeing With Orders and Deliveries 2017

Airbus numbers are out and as soon as possible there will be Boeing numbers in which to compare critical data. In total Airbus has stumbled out of the data gate. Boeing will surpass Airbus in several categories in both orders and deliveries. A subtle change has occurred in the all-in-all backlog total. Boeing will have a smaller unit and dollar value backlog again as Airbus' decade of the NEO has surpassed Boeing order totals by a wide margin. However, there is a turning and balancing of the market for more of a fifty-fifty split between the mega builders. In Fig. 1 the total backlog value has shrunk for Airbus and the book to bill ration during the first two months of 2017 goes negative in a significant way. Airbus has ten more months to make this up and it may accomplish a fatter backlog by years end once again. 

Fig. 1

Boeing on the other hand continues to shrink its backlog in units and value at a steady pace and it has outperformed Airbus during the first two months of 2017. The data is incomplete but preliminary numbers are based on data available before Boeing will publish its February numbers on March 9, 2017. The early numbers suggests Boeing had a consistent February over the Airbus slow down. The next posting will demonstrate the head to head" World's Largest Framer of Aircraft 2017" version with Boeing having an early lead again. However, Boeing may yet receive more orders than Airbus during 2017 and it will likely out produce Airbus within the same period. 

Fig. 2