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Introduction

Jan. 4, 2017, © Leeham Co.: Despite a rosy picture painted by Boeing about the future of the 787 and the ability to recover more than $29bn in deferred production

Boeing photo.

and tooling costs, there are signs that cause concerns over the next 3-5 years.

Summary

• Near-term production outlook solid, weakness begins in 2020, big gap in 2021.
• Boeing doesn’t see wide-body sales recovery until next decade.
• Company foregoes increasing 787 accounting block; sales won’t support it.
• Market talks about deferring 787s.