Airbus Navigates through a Challenging Year and Lands with a More Stable Outlook

by Richard Pettibone, Aerospace & Defense Companies Analyst, Forecast International.

A380. Source, Airbus

Airbus had quite the tumultuous year, with corruption investigations, aircraft delivery delays due to engine issues, doubts over the A380’s future, and financial penalties associated with its A400M airlifter.  Despite the difficulties, the company did score a major win during the year with its surprise acquisition of a majority stake in Bombardier’s CSeries program. The year ahead looks to be one of transition as management changeover at the top level continues apace. Continue reading

Airbus and Boeing Report February 2018 Commercial Aircraft Orders and Deliveries

Rare Orders for 747-8s and A380s the Highlights of the Month

by J. Kasper Oestergaard, European Correspondent.

On February 1, 2018, UPS ordered 14 747-8 Freighters and four 767-300Fs. The company currently has a fleet of 16 747s and 61 767s and operated a total of 241 jets at the end of 2017. Photo: The Boeing Co

 

Boeing and Airbus delivered 49 and 38 commercial jets in February 2018, respectively, compared to 51 and 49 deliveries during the same month last year. Given that Airbus and Boeing expect major delivery hikes this year, it is surprising that both companies are trailing last year’s figures. In 2017, Boeing delivered 763 jets (748 in 2016), in line with company expectations, while Airbus surpassed its delivery target of 700 jets by handing over 718 aircraft during 2017 (688 in 2016). Continue reading

Airbus, Boeing January Commercial Aircraft Orders and Deliveries & 2018 Forecast

Both Companies Report Weak Numbers As Expected Following Wild December Surge

by J. Kasper Oestergaard, European Correspondent.

On February 13, the Airbus A321LR marked a new milestone by completing a nonstop Paris-New York flight – demonstrating its ability to serve new markets and operate on North Atlantic routes. The A321LR has the longest range of any single-aisle commercial aircraft and is able to fly 4,600 miles nonstop. Photo Courtesy of Airbus SAS

Boeing and Airbus delivered 44 and 27 commercial jets in January 2018, respectively, compared to 44 and 25 deliveries during the same month last year. Following the traditional December deliveries surge, weak delivery figures were expected last month. In 2017, Boeing delivered 763 jets (748 in 2016), in line with company expectations, while Airbus surpassed its delivery target of 700 jets by handing over 718 aircraft during 2017 (688 in 2016). Continue reading

Airbus, Boeing Report December and Full-Year 2017 Aircraft Orders and Deliveries

Boeing Wins by Deliveries as Airbus Takes Orders Crown in Wild Year-End Finish

by J. Kasper Oestergaard, European Correspondent.

A record order for 430 A320neo family jets announced at the Dubai Air Show in November 2017 – and firmed up after Christmas – helped Airbus win the orders race in 2017. Photo: Airbus SAS

Boeing and Airbus delivered a record 83 and 127 commercial jets in December 2017, respectively, compared to 67 and 111 during the same month last year. In all of 2017, Boeing delivered 763 jets (748 in 2016) in line with company expectations, while Airbus surpassed its delivery target of 700 jets by handing over 718 aircraft during 2017 (688 in 2016). Continue reading

Embraer and Boeing Merger Would Round Out Aircraft Offerings

By Richard Pettibone and Ray Jaworowski, Analysts, Forecast International.

Embraer E190-E2

Boeing and Embraer have confirmed that the two companies are engaged in discussions regarding a potential combination, the basis of which remains under discussion.  While an outright acquisition is unlikely due to Brazilian government fears of outright foreign ownership, some form of joint venture is likely. Continue reading

Airbus, Boeing Report November 2017 Orders and Deliveries

Boeing Adds to Orders Lead as Airbus Gears Up for December Shipments Surge

by J. Kasper Oestergaard, European Correspondent.

On November 19, 2017, Boeing and Ireland-based leasing firm Avolon finalized a deal for 75 737 MAX jets. The deal was originally announced as an MoU at Paris Air Show 2017 and includes firm orders for 55 737 MAX 8s and 20 737 MAX 10s, and options for another 20 737 MAX 8s. Photo Courtesy The Boeing Co.

Boeing and Airbus delivered 70 and 74 commercial jets in November 2017, respectively, compared to 64 and 61 during the same month last year. This year to date, Boeing has delivered 680 jets (681 at same time last year), while Airbus has delivered 591 jets (577). In 2016, Boeing delivered 748 jets (762 in 2015), in line with company expectations, while Airbus surpassed its delivery target of 650 jets by handing over 688 jets during 2016 (635 in 2015). Continue reading

Dubai Airshow Recap – A Tale of Major Commitments and One Deal that Failed

by J. Kasper Oestergaard, European Correspondent.

Both Airbus and Boeing had a strong Dubai Airshow. On November 15, 2017, Indigo Partners and Airbus signed an MoU for 430 A320neo family aircraft. Although not a firm order, this constitutes an important vote of confidence in a platform that has been dogged by engine supply issues. Photo Courtesy Airbus SAS

Airbus and Boeing took the headlines at the 2017 Dubai Airshow with a slew of orders and commitments.  In the weeks leading up to the air show, the high point was expected to be a new Emirates order for 36 A380 superjumbos, but instead the newsflow out of Dubai was dominated by massive commitments for both manufacturers’ new families of narrowbody jets. As the doors closed on Thursday of last week, total orders amounted to nearly $114 billion at list prices. According to the organizers, trade visitors were up 20 percent over the 2015 event, and almost 80,000 people visited the show during its five-day run. For Airbus and Boeing, the final score in Dubai was 510 and 296 orders and commitments, respectively. Continue reading

Airbus, Boeing Report October 2017 Aircraft Orders and Deliveries

Boeing Set to Win 2017 Orders Race – A320neo Deliveries Finally Ramping Up

by J. Kasper Oestergaard, European Correspondent.

On October 20, 2017, China Southern Airlines placed an order for eight 777-300ER widebody jets and 30 737 MAXs. During President Trump’s visit to China in November, Boeing signed an agreement with CASC for 300 commercial jets.  Photo Courtesy China Southern Airlines

Boeing and Airbus delivered 56 and 63 commercial jets in October 2017, respectively, compared to 54 each during the same month last year. This year to date, Boeing has delivered 610 jets (617 at the same time last year), while Airbus has delivered 517 (516). In 2016, Boeing delivered 748 jets (762 in 2015), in line with company expectations, while Airbus surpassed its delivery target of 650 jets by handing over 688 jets during 2016 (635 in 2015). Continue reading

Emirates Takes Delivery of Its 100th A380 – What Is in Store for the Superjumbo in the Future?

by J. Kasper Oestergaard, European Correspondent.

On November 3, 2017, Emirates celebrated the milestone delivery of its 100th A380 aircraft at a special ceremony with Airbus at the manufacturer’s delivery center in Hamburg. Photo Courtesy Airbus SAS

While the Airbus A380 is a fantastic aircraft for passengers to fly on and an engineering marvel, it is not a secret that the superjumbo has been a major financial disappointment for Airbus. Continue reading

Airbus, Boeing Report Q3 2017 Commercial Aircraft Orders and Deliveries

Airbus Struggling with A320neo as PurePower Delays Persist

by J. Kasper Oestergaard, European Correspondent.

Airbus reportedly has many A320neo jets sitting on the tarmac at its final assembly locations waiting for their engines.  Photo:  Pratt & Whitney

Boeing and Airbus delivered 202 (78+66+58) and 148 (55+46+47) commercial jets in Q3 2017, respectively, compared to 188 and 164 during the same quarter last year. This year to date, Boeing has delivered 554 jets (563 at this time last year), while Airbus has delivered 454 (462 in 2016). In 2016, Boeing delivered 748 jets (762 in 2015) in line with company expectations, while Airbus surpassed its delivery target of 650 jets by handing over 688 jets during 2016 (635 in 2015). Continue reading