LONDON – The narrative towards Airbus post-FIA22 is that they suffered annihilation at the hands of Boeing, but is it as bad as it seems for the European planemaker?
A disgruntled Christian Scherer was keen to bring up the fact that the manufacturer has sold over 500 aircraft this year so far, and used that as the reasoning for Airbus not scoring as many orders as Boeing last week.
With this in mind, let’s take a look at the two manufacturer’s numbers for this year so far, and see whether it is as bad or not.
Based on the Order and Delivery numbers from Airbus, here is a list of how many aircraft they have sold so far:
- January 2022: 36 gross orders (-16 in net orders due to 50 A321neos & two A350-1000s canceled).
- February 2022: 149 gross orders (55 in net orders due to 17 A320neos, 50 A321neos, 20 A330-900s, 5 A350-900s & 2 A350-1000s cancelled).
- March 2022: 253 gross orders (83 in net orders due to 17 A320neos, 63 A321neos, 83 A330-900s, 5 A350-900s & 2 A350-1000s cancelled).
- April 2022: 351 gross orders (173 in net orders due to 17 A320neos, 65 A321neos, 83 A330-900s, 5 A350-900s & 3 A350-1000s cancelled).
- May 2022: 364 gross orders (191 in net orders due to 17 A320neos, 65 A321neos, 83 A330-900s, 5 A350-900s & 3 A350-1000s cancelled).
- June 2022: 442 gross orders (259 in net orders due to 17 A320neos, 71 A321neos, 84 A330-900s, 7 A350-900s & 4 A350-1000s cancelled).
In this case, it means that Scherer’s statement of selling over 500 aircraft was a false statement, as the manufacturer has only received 259 new orders due to the high number of cancellations.
The gross orders don’t make much of a difference if you have a high level of cancellations, and if anything, the backlog has only witnessed minimal additions this year.
Based on the Order and Delivery numbers from Boeing, here is a list of how many aircraft they have sold so far:
- January 2022: 77 orders.
- February 2022: 37 orders.
- March 2022: 53 orders.
- April 2022: 46 orders.
- May 2022: 23 orders.
- June 2022: 50 orders.
- Total: 286 aircraft.
Before taking into account sales from FIA22, Boeing is ahead of Airbus by under 30 orders.
Taking into account sales made from FIA22, Boeing is on 531 aircraft sold for the year, with Airbus at a measly 288, showing a near-doubled lead by the American planemaker.
Is It As Bad As It Seems?
What remains clear is that Airbus does know how bad things are for sales this year.
Boeing has had a solidly consistent six months, as well as an extremely strong FIA22, which no one really expected off the back of the issues they were facing with the 737 MAX, 777X & 787 programs.
Scherer knows that this level of consistency is something that will have to be addressed moving forward, and will have to stem the number of cancellations it has experienced in the last six months.
But for now, it will be interesting to see what Airbus does next, and what sort of negotiating tactics they may use with customers in order to add more aircraft to the backlog.