Boeing delivered just four aircraft in July, Airbus delivered 49. That compares directly to the same month last year when Boeing delivered 19 and Airbus 69.
Boeing is so far, 184 aircraft behind last years deliveries, having totalled just 74. Airbus has delivered 245 against 458 in the same period of 2019.
Boeing’s loss of the 737MAX has really hit home. In 2019 the company delivered just 380 aircraft, Airbus 863.In 2018 Boeing had delivered 806.
The aircraft Boeing did deliver in July were 2 787-9’s, one 767-300ERF and one 777F.
Production of the 737MAX has resumed, but at very low levels and it won’t pass 31 even at peak during late 2021 into early 2022. Boeing said it will only increase production past that if an when the market is there and it can be sustained.
787 production is being cut from 14 to 6 and the new low rate will persist all the way through 2021.
The 777, both in the new -9 and 777F versions, and remaining 777-300ER’s (15 777-300ER’s remain to be delivered, along with 3 777-200LR’s), will only reach 2 per month. The 777-9 will only proceed at a very slow rate until late 2021.
Remaining 747-8F and 767 orders will continue at their current rate; 0.5 aircraft on the 748F and 3 767’s per month, although the 767’s are mostly destined for the USAF as KC-46 Tanker conversions.
Boeing delivered 387 MAX before the grounding, and 450 are sitting around undelivered, waiting for modifications and approvals to fly. However, the speed they actually get delivered at is something else, with many airlines declining to take aircraft and rescheduling when they will. Others have outright cancelled aircraft. So far some 400 MAX have been dropped by leasing companies and airlines.
In July, Airbus delivered two A220s and 47 A320neo’s. The company was heading towards 63 A320’s per month in 2021, and was in discussions to raise that to 67 by the end of the year. That is now out of the window and maximum production of the A320 series is to max out at 40 per month. A lot more focus will go on the A321, which airlines seem keen to take despite the economics of todays market.
In 2019 Airbus shipped 642 A320’s, 551 of them Neo’s. They also delivered a record, now unlikely to be ever exceeded again, of 112 A350’s.
The A330 is now down to just 2 per month and the A350 to 6. The A220 hasn’t been cut at all and the A380 is carrying on until the last aircraft rolls off the line in March/April 2021. It’s still not entirely certain if Emirates will take the last aircraft. If they don’t Airbus has an expensive museum piece or two on its books.
What of the future?
At the end of July, Airbus reported a backlog of 7,539 aircraft, of which 6,649 (88%), were A220 and A320ceo/neo family. That’ss 186 aircraft below the company’s all-time backlog record of 7,725 aircraft set in January 2020.
At the end of July 2020, Boeing’s backlog was 5,185 aircraft, of which 4,178 (81%), were 737 NG/MAX. Boeing’s all-time backlog high of 5,964 aircraft was set in August 2018.
Airbus had 8.7 years of production at the end of 2019, while Boeing had 6.4 years.
For 2020, the expectation is that Boeing will deliver 218 and Airbus 481 aircraft.