Did Airbus Steal The Show At Farnborough?
Guru Focus Headline"The European airplane maker Airbus (NASDAQ: EADSY) has been struggling hard to match its order book with chief rival Boeing (NYSE: BA). Boeing has retained its supremacy over Airbus as the market leader in the wide bodied aircraft category. The trailing European player had its eyes set on the Paris Airshow which is visited by several airlines and leasing companies looking for better and efficient planes.
Let’s find out if Airbus saw any dramatic change in its order book after the Farnborough Airshow and where it order book stands as on date."
-----------------------------------------------------------------------------------The Boeing Chart Below suggest otherwise from a practical point of fact. As much as Airbus pushes the narrative in its favor; reality is a different picture. The drive-by newsers only pay attention to airshows and its ilk, and not the whole picture. That picture won't be complete until December 31, 2014. Airbus, in the meantime banks orders for airshows and news galas. The Month of May Boeing orders were not part of Farnborough.
LiftnDrag Blog Answer: Not even close as in NO!
May 2014 Orders Detail
737 | 777 | Total |
---|---|---|
97 | 2 | 99 |
Order Date | Customer | Model Series | Orders |
---|---|---|---|
30-May-2014 | Alaska Airlines | 737-900ER | 4 |
16-May-2014 | Eastern Air Lines | 737-800 | 10 |
31-May-2014 | Japan TransOcean Air | 737-800 | 6 |
16-May-2014 | Nok Air | 737 MAX | 8 |
16-May-2014 | Nok Air | 737-800 | 7 |
15-May-2014 | Unidentified Customer(s) | 737 MAX | 30 |
27-May-2014 | Unidentified Customer(s) | 737 MAX | 6 |
28-May-2014 | Unidentified Customer(s) | 737-700C | 2 |
27-May-2014 | Unidentified Customer(s) | 737-800 | 4 |
15-May-2014 | Unidentified Customer(s) | 737-800 | 20 |
22-May-2014 | Unidentified Customer(s) | 777-300ER | 2 |
May Total | 99 |
June 2014 Orders Detail
737 | 777 | Total |
---|---|---|
108 | 1 | 109 |
Order Date | Customer | Model Series | Orders |
---|---|---|---|
02-Jun-2014 | Belavia | 737-800 | 3 |
03-Jun-2014 | Business Jet / VIP Customer(s) | 777-300ER | 1 |
13-Jun-2014 | Turkish Airlines | 737 MAX | 15 |
17-Jun-2014 | Unidentified Customer(s) | 737 MAX | 60 |
29-Jun-2014 | Unidentified Customer(s) | 737-800 | 10 |
17-Jun-2014 | Unidentified Customer(s) | 737-800 | 20 |
June Total | 109 |
108 | 1 | 109 |
---|---|---|
737 | 777 | Total |
- 777X - 19'7"
- A350 -19'6"
- 7878 - 18'11"
July 29, 2014
| 737 | 747 | 767 | 777 | 787 | Total |
---|---|---|---|---|---|---|
2014 Net Orders | 550 | 1 | 219 | 13 | 783 | |
Air Algerie | 10 | 10 | ||||
Air Canada | 61 | 61 | ||||
Alaska Airlines | 6 | 6 | ||||
ALC | 21 | 6 | 27 | |||
Belavia | 3 | 3 | ||||
Business Jet / VIP Customer(s) | 1 | 1 | 1 | 3 | ||
Cargolux Airlines | 1 | 1 | ||||
CIT Leasing Corporation | 10 | 10 | ||||
Eastern Air Lines | 10 | 10 | ||||
Emirates | 150 | 150 | ||||
GECAS | 5 | 5 | ||||
Intrepid Aviation | 6 | 6 | ||||
Jackson Square Aviation | 3 | 3 | ||||
Japan TransOcean Air | 6 | 6 | ||||
MG Aviation Limited | 2 | 2 | ||||
Nok Air | 15 | 15 | ||||
Okay Airways Company Limited | 10 | 10 | ||||
Qatar Airways | 50 | 50 | ||||
Ryanair | 5 | 5 | ||||
SunExpress Airlines | 40 | 40 | ||||
Turkish Airlines | 15 | 15 | ||||
Turkmenistan Airlines | 3 | 3 | ||||
Unidentified Customer(s) | 374 | 6 | 380 | |||
United States Navy | 16 | 16 | ||||
2014 Gross Orders | 604 | 1 | 219 | 13 | 837 | |
Changes | -54 | -54 | ||||
2014 Net Orders | 550 | 1 | 219 | 13 | 783 | |
737 | 747 | 767 | 777 | 787 | Total |
200 777X and another 20 signed for this month from ANA (not yet listed) is not chump chamge, and is not part of Farnsborough. Its Billions and Billions. So yeah Airbus had a great airshow reveal from hoarded orders, and Boeing is just kicking Airbus with 777X orders over the A350-1000 dismal collection of orders. I am really sticking my kneck out here, as Airbus may produce more A350 orders than what I expect. If that happens, then respond on the blog about it, and how big a chump I am. I can take a few shots, once in a while. I am really a nice guy that doesn't care for obnoxiuos airline execs like John at Airbus.
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