Prebennorholm From Denmark, joined Mar 2000, 6844 posts, RR: 54
Reply 3, posted (6 years 1 month 3 days 11 hours ago) and read 1623 times:
In the present situation I could see airliner order cancelations as a "three stage rocket".
First customers will negotiate deferals. No problem as long as other customers want their planes earlier than they could otherwise get them.
When that isn't possible any longer, then customers will try to sell their orders to other takers at reduced price, and that way lose less money than the downpayment.
When none of the above is possible, then cancelation is the only outcome, when you cannot use the plane.
That could mean that if the "crisis" lasts long enough, then cancelations will have some "ketchup effect", which we haven't seen yet.
But I wonder what the reason should be that B's order book should be less prone to canceletions than A's order book.
On the other hand, not many 787 customers need to worry much about deferals or cancelations these days. Even if they may not see any business for the planes, they have ordered, then for the near future at least they can sit down and relax and cash in late delivery compensations from Boeing.
Always keep your number of landings equal to your number of take-offs
Rwessel From United States of America, joined Jan 2007, 2692 posts, RR: 2
Reply 4, posted (6 years 1 month 3 days 2 hours ago) and read 1549 times:
Quoting Stitch (Reply 1): Boeing is currently at 40 net sales for the year through this week.
Although they're still about a billion dollars in the hole in terms of dollars for the year, at least looking at list prices. The recent bunch of 777 orders have really cut the number. The +86 737s might make up the units score vs. the -60 787s, but that trade really hurts in terms of dollars.