Airbus, Boeing Top Customers mix of stable, risk and reward

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Introduction

Dec. 22, 2016, © Leeham Co.: When it comes to comparing backlogs of Airbus and Boeing, the latter likes to point to what it calls a better quality of customers.

The fact is, both companies have large orders with airlines that may be characterized as less than top quality, or which appear to have over-ordered.

Summary

  • Airbus is more risk-reward oriented than Boeing.
  • Airbus appears more aggressive in emerging markets.
  • Airbus and Boeing share risky and quality customers.
  • Many of the shared top customers are roughly balanced between Airbus and Boeing.

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