Thursday, June 1, 2017

May Summary 787 Reports

Boeing has produced and delivered 12 of its 787 during the month of May. The second half of the year promises to be more robust than the 53 of its 787 delivered. The end of June should rebound the Boeing Trend line when reaching for an estimated 135 of its 787 by year's end. Even though the production queue looks lean in number, it becomes a signal for how efficient the 787 program has become since 2011. Program maturity suggests if Boeing has about a thirty (see fig. 5) in its production line, it will produce and deliver about a dozen by months end where in May 2016 it may have forty-four in its production process while delivering only ten of its 787 by any months end. Boeing should exceed a twelve a month delivered for several months during the next seven months while the other five months during this period should deliver around twelve units (+/-) making for the approximate 135 unit year delivered. It needs about 12 a month (83) for seven months to reach 135-138 units delivered during 2017 and is positioned to do so.  

Fig. 1

The orders portion above is an estimation since Boeing has not officially posted its order book for May which would include West Jet's 10 unit 787 order.

Fig. 2

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Fig. 5