Widebody Arena: Advantage Boeing

  • A380, A330neo Suffering From One Trick Pony Syndrome
  • Performance-Choked A350-1000 Viability Remains In Question
  • 777X Gears Up For New Wave Of Order Renewals

There is no doubt that Airbus is reeling from a domino-effect of lost sales, primarily due to the 787 so far this year.

Financiers aren’t enthusiastic about sales prospects for the A350-1000 or either of the A330neo airplanes.

By contrast, the American Airlines selection of the [single] 787 family to effectively replace their ageing A330s, 767s and 777-200ERs provides better residual values, given that the 787 has unmatchable economics and performance – and now, pricing power superiority, totally nullifying the nonsense espoused by Airbus that A330neo capital costs would win over campaigns versus the 787. The 787-8 and 787-9 commonality with AA’s incumbent fleet helped bludgeon the A330neo into further irrelevance.

777X will expand to include the 777-8F later next decade, calling into question whether the mooted A350-900F will ever be built. And with NMA/797 poised for industrial launch later this year, this new family will further broaden Boeing’s robust widebody portfolio.

When it comes to family connections, it is no surprise that Airbus’ widebody product line up is very weak.

Airbus’ depressed pricing on chasing market share for the A320neo family exposes their investment calamities in the widebody arena. It also calls into question Rolls-Royce’s investment decision-making to power Airbus’ weak widebodies like the A330neo and A350-1000 at a time when scrutiny over the Trent 1000 is in full swing.

Image Courtesy of Boeing

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