Boeing moves EIS target for NMA to 2027: sources

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Introduction

Dec. 4, 2017, © Leeham Co.: Officially, Boeing says the New Midmarket Aircraft (NMA, or 797) entry-into-service will be around 2024-25 if the program is launched.

LNC has learned the target date now being discussed is 2027.

Boeing 797 concept. Source: Boeing.

This means the 737 replacement likewise slips, with EIS after 2030 instead of late next decade or in 2030.

The new NMA target date, which we’ve heard from the supply chain and customer base, gives further impetus to the prospect of restarting the 767-300ER passenger production, a decision that is supposed to be made by the end of this year.

Summary
  • Technology is at the heart of the new target EIS for the NMA.
  • The 737 replacement was always intended to follow the NMA.
  • Supply chain asked for 767 production rate ramp-up feasibility.

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New mission focus seen for NMA

Nov. 8, 2017, © Leeham Co.: A revised mission focus for the the prospective Boeing New Midmarket Aircraft (NMA) is seen by a New York research firm.

Bernstein Research sees the NMA being redefined as a larger aircraft serving the Airbus A320/Boeing737 market rather than a replacement for the Boeing 757/767 “Middle of the Market” sector.

Bernstein has been cool to the prospect of a 4,500nm-5,000nm airplane. The analyst, Doug Harned, likes the proposed size—220-270 passengers in a 2x3x2 ovoid

Concept of the Boeing 797 New Midmarket Aircraft. Source: fs2000.org.

composite fuselage configuration. But he sees a stronger market serving ranges of 1,000nm to 4,500nm.

So far, there is no market intelligence LNC knows of to support any inference Boeing has refocused the mission statement of the NMA, also known as the Boeing 797, though Harned is firm in his view: “The focus is now on the NMA category, which we see as the right positioning,” he writes in a Nov. 6 research note.

Airlines LNC checked with yesterday reaffirm Boeing’s focus at this time to be 4,500nm-5,000nm.

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