By 2025 Airbus will be delivering 85-90 narrowbodies per month. https://www.airbus.com/newsroom/press-r ... all_ml_0-1
Research is going on on A220-500, A322 and probably other versions and upgrades. Not much competition for A220s and A321s, so healthy margins.
If Boeing would be convinced by an order of 35 additional 737-7 at unknown pricing to sole 737 operator Southwest that everything is ok in the NB segment this decade, that would surprise a lot of people. 35 is nice order (specially if profitable..https://leehamnews.com/2021/04/05/ponti ... us-to-bid/
) but Boeing are 3000 behind and it doesn't look rosy (safety track record, quality, market preference, engine choice, capabilities).
I think the right perspective is that the course being chosen by Boeing for the MAX reflects the best possible outcome for the current situation.
I doubt they measure themselves by comparing backlogs, what they do measure is closing deals on their product and keeping their backlog healthy, which is what they are doing quite well under the circumstances.
Speaking of healthy backlogs, looks like WN pulled options forward and added more to the end:
Based on improving revenue trends and ongoing fleet modernization plans, the Company recently entered into a Supplemental Agreement with The Boeing Company (Boeing) to increase its 2022 firm orders by 34 Boeing 737 MAX 7 (MAX 7) aircraft (consisting of two 2022 options exercised and 32 options accelerated and exercised from later years), resulting in 234 firm orders for MAX 7 aircraft. Additionally, the Company accelerated 32 options into 2023, 16 options into 2024, 16 options into 2025, and added 32 new options into 2026 through 2027, bringing the total firm and option order book to 660 aircraft.
Ref: WN's 8-K statement
Just think, if Airbus had used all the clout some here suggest they have, a large slice of these orders could have been for A220s.
The signals I'm seeing make me confident Boeing have turned away from the 5000NM twin aisle flat one, that nobody wanted to commit too. That's a positive! Boeing skipped the NSA, the CSeries & kept pushing the MAX. I think the beneficiaries of this NB strategy are bonus paid Boeing executives, stock holders (dividents) and Airbus (marketshare). The victims BCA employees, the Boeing supply chain, tax payers seeing their support vaporize and airlines having less choice.
So much spin, it makes me dizzy.
All I will say is suggesting nobody wanted to commit to NSA is false, DL's CEO publicly said he wanted DL to be the launch customer.
I'm very skeptical about the long thin single aisle proposal as we now understand it. To me it provides no market differentiation and it plays to Airbus's biggest strength, the ability to produce similar aircraft in high volume thus low cost.
However I won't get too excited by it, I think it won't be on the market till 2023 at the earliest, if ever.