The Airbus has recorded over 250 commands more than its US rival in 2015. However, it is behind on deliveries.
Game, set and match for Airbus. Again in 2015 Airbus wins his duel with US rival Boeing. And unlike in 2014 when Airbus had won at the end of the year, this time the game has been one-sided.
And Airbus, which announced its results this Tuesday, January 12, 1036 net orders recorded, that is to say the commands net of traditional deliveries, against 768 for Boeing. Order levels which are clearly down compared to last year, when Airbus recorded net orders 1.4356 to 1.432 against Boeing.
The battle of the aisle
This slowdown “was expected” Chloe reminds Lemarié analyst MainFirst, however, indicates that “a notable slowdown in the month of December for Airbus, with only 29 net orders, which can be a negative signal for 2016”.
Nevertheless Airbus has easily won against his rival Boeing, “including the family of single-aisle where most of the battle is played in terms of volume,” says Chloe Lemarié. On the A320 family (A318, A319, A320 and A321) Airbus sold in 2015, 897 aircraft, more than any Boeing orders combined.
The commercial soft stroke of the American group can be explained by a possible ‘wait on the sales strategy “777, said Chloe Lemarié, while sales of the 20-year old aircraft was limited to 58 copies in 2015.
Airbus has goals “aggressive”
The fact remains that the two groups are now facing major books of deliveries and the challenge now is to increase production rates to deliver on time the customer. One point all the more sensitive it is to delivery the manufacturer gets the money. “This is where the benefit is played,” summarizes Chloe Lemarié. And in this field, competition is fierce, the two aircraft manufacturers have recorded deliveries of records this year. But the advantage of this is that Boeing has delivered 762 aircraft against 635 for Airbus.
One might think that this time Europe is lagging behind. But according Chloe Lemarié, the difference is mainly due to shifts of production between the two aircraft manufacturers. “Boeing has reached its peak production and delivery of the 787 while Airbus production is mounted on the A350” she argues for example.
Finally, note that Airbus has done better than its original purpose that is to say orders have at least equal to the deliveries. A goal that is also the same in 2016. This means Airbus will sell at least 650 units, a target that Chloe Lemarié calls “aggressive”.
BFM Business (via Google Translate)