Twin Aisle Deliveries: The Good, the Bad, and the Ugly

Subscription Required By Vincent Valery Introduction   Oct. 19, 2020, © Leeham News: LNA published last week an update on the latest 737 MAX production and delivery plans. This week, we turn our attention to the twin-aisle programs at Airbus and Boeing. Both OEMs announced significant monthly production rate reductions earlier this year: the Dreamliner will go to six next year. The Airbus A350 is at five per month, while the A330 and Boeing 777 are at two. Airbus and Boeing will publish their third-quarter earnings later this month, which could include updated production rates. LNA investigates the implications of the updated production and delivery plans for twin-aisle programs at Airbus and Boeing.
Summary
  • Two programs in acceptable shape;
  • Awaiting an elusive return to favor later this decade;
  • A lack of healthy customers make the situation critical;
  • Summing it all up with one metric.

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