Update, July 8: In our original post, we omitted 44 Boeing 737NGs from the YTD firm orders. The charts and text have been updated to reflect this information.
July 7, 2015, © Leeham Co. Airbus pulled ahead of Boeing in firm orders through June, and both companies have a number of commitments that were announced at the Paris Air Show that aren’t included in the year-to-date tally.
Airbus leads with single-aisle orders and Boeing leads with widebody orders, but at the half-way point of the year, the contest is far from over. The leads could shift or increase, depending on how the balance of the year goes.
For example, Airbus’ YTD tally doesn’t include the commitment for 110 A321neos from Wizz Air, a last minute win at the Air Show in which Boeing was making an aggressive bid for the 737 MAX 200. Nor does it include the announcement for 45 orders from China for A330ceos, made on the last day of June.
For Boeing, a major Memorandum of Understanding announced at the Air Show, for up to 20 747-8Fs from Volga-Dnepr, must be converted into a firm order, although our market sources indicate this may be as few as four new firm orders, plus taking up two white tails, and the balance in options. Korean Air announced a Letter of Intent for 30 MAXes and two Boeing 777-300ERs that need firming. A Chinese lessor announced an MOU for 30 MAXes that also needs firming.
Airbus ended the year’s first half with 54% of the market share between the Big Two OEMs.
Boeing delivered more airplanes in the first half, with full production of the 787 (now at 10/mo) giving it the boost over Airbus, which is only this year ramping up production of the A350.