Behind the latest Boeing CMO

Subscription Required By Vincent Valery Introduction   Sept. 20, 2021, © Leeham News: Boeing Commercial Airplanes (BCA) released its latest Commercial Market Outlook (CMO) last week. While the latest total 20-year outlook for commercial aircraft remains below 2019 (43,610 vs. 44,040), it increased by 500 units compared to the previous year. BCA highlights the headline number of aircraft deliveries to point out the bright long-term growth prospects for the commercial aviation market. The report states that the COVID-19 pandemic erased two years’ worth of growth but did not materially affect long-term prospects. The delivery figures rely on a large number of assumptions, including market segment and region. LNA takes a deeper look at those assumptions, notably regarding delivery and production rates.
Summary
  • Converting to more understandable metrics;
  • Assessing the impact of slower 2021 deliveries;
  • Plausibility of twin-aisle prospects for the 2020s;
  • Can production follow?

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