Despite a quicker pace for new aircraft orders in recent months, both Boeing and its rival Airbus are posting disappointing numbers for deliveries of jets. The results for July indicate that both OEMs are struggling against continuing inefficiencies in the global industrial supply chain.
During Boeing’s Q2 earnings report earlier this month CFO Brian West acknowledged the supply chain problems affecting the industry, and also Boeing’s particular problem fulfilling orders to China due to the tension in trade policies between the U.S. and that country.
Boeing’s new aircraft deliveries totaled 26 new aircraft during July, following 51 in June – 23 new 737 MAX narrow-body aircraft and three wide-body cargo jets. The year-to-date figures now total 242 aircraft, of which 212 are 737 MAX jets.
Though Boeing has been unable to deliver is 787 Dreamliner aircraft since July 2021 due to safety issues, the FAA earlier this week provided the certification necessary for those deliveries to resume.
Boeing’s new-order record has improved in recent months, and during July it booked 130 new aircraft orders, bringing year-to-date new orders to 312 aircraft.
Airbus also reported a decline in orders for July, with a total of 46 deliveries, down from 60 during June. During the January-July 2022 period Airbus delivered a total of 341 new aircraft, though two A350 jets were undeliverable to Aeroflot due to sanctions on economic activity in Russia.
Airbus posted 401 orders for new aircraft during July, led by orders for 300 new aircraft from four Chinese carriers. Through seven months of 2022, Airbus has recorded a net of 656 new aircraft orders.
