Today Reuters published a story about Airbus’ 2016 order projections to reach 700.  This is a huge drop (-32%) from last year’s 1,034. Looking at Airbus’ order history since 2010 we see the following:Notice how the single aisle market is truly “bread & butter”.  Then notice how radical has been the swing away from the ceo to the neo in the past two years. Another way to look at this is using an area chart which better highlights the changes.
Below is the table behind the our chart and we get close to 700. For us one of the biggest impacts could be decisions by Iran’s private airlines. The state has moved for Iran Air. But the nation’s private airlines have yet to move on their own fleet renewals. This could materially impact projections. Unlike Iran Air, these privately airlines have to seek capital and financing – they will not be benefiting from the cash inflow from state sanctions relief.
For Airbus to secure 700 orders looks highly plausible. But if Airbus’ 32% decline is a guide, what might a similar decline at Boeing look like? The chart below illustrates what such an outcome might look like by year end.  Almost certainly if lessors or airlines are in a buying mood, 2016 is looking like an excellent year to secure the sharpest pricing in years. As United Airlines recently already demonstrated.
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.