Public data doesn’t support Airbus A320 production rate hike

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Introduction
By Scott Hamilton Oct. 26, 2020, © Leeham News: Airbus’ 3Q2020 earnings call is Wednesday. News emerged last week the OEM is notifying supplies that they should be prepared to increase production of the A320 from 40/mo to 47/mo in the second half of next year. It is worthwhile looking at the delivery skyline as it currently exists. Summary
  • Forecasted delivery stream doesn’t support rat 47/mo until 2024.
  • Airbus appears to be banking on faster recovery from COVID—or
  • Picking up market share from Boeing.

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