| 送交者: Fremont[♂☆★★声望品衔11★★☆♂] 于 2019-03-24 21:03 已读 1431 次 | Fremont的个人频道 |
Summary 6park.comBoeing sold 893 aircraft versus 747 for Airbus.
Boeing outsold Airbus by 20% in the single-aisle segment and had triple the order value in the wide-body segment.
Both jet makers have a strong backlog.
Looking for a community to discuss ideas with? AeroAnalysis features a chat room of like-minded investors sharing investing ideas and strategies. 6park.com
With 2018 having come to an end, the order battle of 2017 between Boeing (NYSE:BA) and Airbus (OTCPK:EADSF) has been concluded as well and a new annual order battle has started. In this report, AeroAnalysis wants to have a look at which of the two can crown itself the winner of 2018 in terms of orders.
Source: Boeing
Not too many years ago, there would be some negativity surrounding Boeing, primarily on the Boeing 787, and back then, Airbus's bigger order inflow was being used to "demonstrate" that Boeing was losing market share. Fast forward to 2018 and investors are more aware than ever that it takes a delivery to alter the market share, and preferably, you want to have Company C deliver aircraft to replace aircraft of Company D to grow market share fastest. It is also the delivery milestone that triggers the majority of the cash flowing to the jet maker. So, orders are nice and they do have meaning, but as a company, you should also position yourself in such a way that it extracts value for shareholders in an efficient and sustainable manner. We believe that despite their struggles, Boeing and Airbus have better positioned themselves to support market demand.
While the current financial performance is mainly driven by deliveries, orders are not unimportant either. After all, an order has to be placed before a delivery can be made, and annual orders can also be used to detect trends and assess the need for changes in production levels. In this concluding report, we will compare Boeing and Airbus sales in 2018. You can find a detailed report for Boeing’s sales here and Airbus’s sales here. Earlier, we already crowned Boeing as the "delivery king" of 2018, as the delivery value of the company's aircraft was favourable. 6park.com
https://seekingalpha.com/article/4235202-boeing-outsells-airbus-60-percent
请点这里投票，“赞”助支持！