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.
No comments:
Post a Comment