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Boeing Vs' Airbus Market Background

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Boeing Vs. Airbus Market Background. American Enterprise Institute WTO Panel. July 6, 2006 ... Boeing achieved orders victory in 2005: 58:42% (by value) ... – PowerPoint PPT presentation

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Title: Boeing Vs' Airbus Market Background


1
Boeing Vs. Airbus Market Background
  • American Enterprise Institute WTO Panel
  • July 6, 2006
  • Washington, DC
  • By Richard Aboulafia
  • Vice President, Analysis
  • Teal Group Corporation
  • raboulafia_at_tealgroup.com

2
Since Last Year
  • Airbus widebody position has deteriorated.
  • Needed entirely new mid-market family, covering
    as broad a range as possible.
  • Airbuss ability to fund that new family has
    deteriorated too.
  • WTO debate one of many factors in the funding
    equation.

3
Teal Jetliner Market Comment
  • 2005 orders inflated will fall in 2006/7, but
    deliveries still rising.
  • Airbus increased lead in deliveries 5545 (by
    value) in 2005.
  • Boeing achieved orders victory in 2005 5842
    (by value).
  • 1Q 2006 first Boeing backlog lead since 2001.

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8
Passengers (3-class)
9
Passengers (3-class)
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11
Major Boeing Issues
  • 787 program execution.
  • Schedule.
  • Production costs.
  • Operating economics.

12
A370 Funding, Other Airbus Issues
  • Technology drivers and propulsion.
  • Can A400M help?
  • Retaining up-front demand.
  • The A380 ulcer.
  • Revenue falloff?
  • Protecting the narrowbody franchise.
  • BAE (upside?).
  • Satisfying new investors.
  • Complications of state equity.
  • Management.
  • WTO.
  • Dont forget the knock-on effect.

13
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