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March 3, 2024
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The table tells the story. Airbus is off to a much slower start than Boeing this year.

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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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.

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