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.