Does most of the money come from the widebody space?
Even if widebodies generate more profit margin per frame (I am not sure that they do), the volume difference between the two would definitely make the 737/A320 the cash cows for both of Airbus and Boeing IMO.
- I would guess both of the companies can see that most of the money is actually in the narrobody segment, unless each widebody generate at least 4.5-6 times more profit margin than what the narrowbodies can. The 60 frame/month rate really drives costs down, I don't have the numbers, but I would be shocked if widebodies can achieve profit margins that are 5-6 times greater, especially when considering their monthly production rates.
- I don't think Airbus is leaving that much money on the table as you put it when it comes to widebodies. Their backlogs are almost equal. Their 787/A350 are both selling extremely well, and their 77X/A330neo are both struggling. This leaves Airbus with the terrible condition of A380, this would break the tie and place Boeing in a slightly better position in this segment. But that is far from Airbus leaving most of the money on the table for Boeing.
In rough terms, your numbers give narrowbody backlog +30% for A, widebody +5% for Boeing.
Boeing's higher production rate means slots will open sooner so orders can be added more easily.
The focus on 787 raises production volume and lowers cost, Airbus splits this across A330neo and A350 because they overlap.
787 is adding orders briskly, A350 and A330neo are not.
Airbus's backlog includes 41 A380s not likely to be delivered (Amedeo, QF, unidentified, Air Accord) and EK is now very late signing for engines so 20+18 are at risk.
A380 is making losses for each frame it builds (!) and will need major and risky investment to change that situation, so there is a real strategy challenge to be addressed.
777X has yet to prove itself. It could end up a problem child or it could do well. Strategically, the decision is already made.
A380 definitely is a problem child, A330neo seems to be. The data is in, strategy decisions need to be made.
The new CEO is chosen, it's time for the Next Chapter, he wants to move fast. Grab your popcorn, everyone!