Premium #320 – MOM Replacement in the US

We continue our review the market for the MOM this week.  Last week we explained that we see the replacement market at about 2,200 aircraft.  This excludes any growth – we know the market will grow, but did not project that growth in a replacement analysis. 

MOM has been thought as primarily a requirement for US airlines.  Typically the MOM is the 757 and 767 market for Boeing and the A321 and A330-200 for Airbus.  The US was the biggest market for the 757 – 780 of the 1,049 ordered (74%) were from North American airlines.   Airbus and Boeing will each solve the MOM challenge in North America first, to take care of a large replacement market and second, to help those carriers grow new routes in light of advancing international competition.