The table tells the story. Airbus is off to a much slower start than Boeing this year.
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Start My Test Flight →Of course, it is still very early in the year. But the negative order number at Airbus must be of concern. Especially when compared to Boeing’s orders.
Boeing has delivered 28% more aircraft than Airbus. And to underscore how soft Airbus’ numbers are, Boeing had a book/bill of 0.73 while Airbus had -0.12.
It is early days, and Airbus has some catching up to do. Airbus’ single-aisle deliveries of 60 compares reasonably to Boeing’s 66 single-aisle deliveries. For Airbus, the neo deliveries are a challenge. Boeing is about to start MAX deliveries.
Orders are expected to be off this year, with book/bill under 1. So the big race is deliveries. Airbus is way ahead on single-aisle orders for the re-engined models. But it looks like Boeing is going to deliver their re-engined models faster. It is deliveries that bring in the big money.
The next two charts illustrate the state of O&D for single-aisles through February.
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