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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.