New deliveries through June and why Airbus is doing better than Boeing

How are the OEMs moving through the summer as the air show dust settles? The following table shows the performance through June, plus a few initial days of July. Here are the new deliveries through June and why Airbus is doing better than Boeing. The key arena is in single-aisles. For 2023 looking at the monthly totals. Airbus has seen a steady rate of growth from a slow January. Boeing's new delivery rates vary widely. Amon the other OEMs, ATR is running at a higher rate than in previous years—no doubt benefiting from the absence of DHC. Embraer has a great June; a repeat of that rate could push new deliveries to better than in recent years. COMAC is way behind previous years, and we wonder what could have slowed deliveries by so much. The situation at UAC is understandable, given the war and what appears to be a collapse in Russia's production capacity. We estimate that Airbus could deliver 700 aircraft in 2023, while Boeing could deliver 650. Of course, that assumes no more labor and supply chain disruptions in 2023. Looking at the Duopoly deliveries - the charts show a distinct difference in customer dependencies. Airbus has a far broader customer base than Boeing. The difference is rather glaring. Another set of charts supports the differences shown in the charts above. Airbus delivered 278 A320 family models to Boeing's 213 737 family models. But the key difference here is not the numbers but the makeup. Boeing's strength lies in the MAX 8, whereas Airbus's is in the A321. The MAX8 is in commodity market pricing with the A320neo. The A321 is in a market with far less pricing pressure. Which would you rather sell? Below these two families, Airbus has the A220, which keeps on coming. The competing MAX 7 has yet to be certified. We point out the stark difference frequently (here, here, and here) - Boeing is losing the middle of the market. And this is surely costing Boeing significant revenue. The following chart speaks for itself. Single-aisle aircraft are commodities. Bought in dozens or more, pricing is sharp, and margins are razor thin. But less so if you are selling the A321. Transfer pricing can be a powerful tool to drive your competitor deeper into price cutting.

US Flight Planner - US DoT On-Time Data	Airbus vs Boeing - Official OEM Data
US Airline Schedule Performance - US DoT Data	Daily OEM Production & Deliveries -

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