Tuesday, February 12, 2019

Boeing Books 18 new 787 orders in January, Deferred Production Down to $22.967bn

So two pieces of good news today.

First Boeing booked 18 new orders for the 787 in January. There was two orders made on January 9 each for 4 GE powered 787-9 and 787-10 leading me to believe that it was one customer who ordered these 8 Dreamliners.  Total speculation on my part but it was Malaysia Airlines that has signed an LoI for 8 Dreamliners.  It maybe that carrier that has firmed these 8 787s orders.

There was a separate order for 10 787-9 made on January 30th.  In all cases the customer remains unidentified but it's great to see a new order for the 787-10.

Thus far Boeing has booked 444 x 787-8, 804 x  787-9, and 173 x 787-10 for a total of 1,421 787s.

Lastly, Boeing's 10K showed the deferred production cost dipping below $23bn to $22.967bn.  This is a decrease of  $584mm from the third quarter.  With Boeing now producing at 14/month I expect subsequent quarters to show an even larger amounts of decrease in the deferred production balance.

As always please bookmark the link to my 787 spreadsheets as I make every effort to keep them continuously updated.

11 comments:

Trapperpk said...

Mere speculation over the Emirates deals with B0eing and its 40 787-10s on LOI. Some of these will be firmed and some dropped for more 777X orders. The outcome is cloudy speculation but I would expect Emirates will order more 777X and retain some 787-10's once it sort how to disassemble the A-380 backlog it created with Airbus 10 years ago. Emirates will keep some A380 until the scrap yard but it will mix its fleet as new models show its worth in operations. The A380 has lost its market position and it is dying sad to say

CX880 said...

The A380 is following the footsteps of other European aircraft programs i.e. Concorde, VC-10, Mercure,VFW-614, Comet, etc It's an outdated design and too big. Best place for these behemoth is the scrap yard to be recycled into soda cans !

Anonymous said...

The order for ten -9s might be for Korean Air. They are working on 787 top up order...

Unknown said...

Any idea why the production of the Royal Air Maroc 787-9 was shifted to Charleston instead of Evret as it was scheduled initially.

Uresh said...

Even line numbers are being built in Charleston, odd numbered line numbers are being assembled in Everett

GEO_DK said...

#CX880 I don't agree in your argument. I've been following the 787 program as well as the 777x and 380&350 Whit curiosity why?
All new program make sure that progress help you and me too a more safe. clean. Smooth. Way of getting from a2b (Airbus2Boeing😎)

GEO_DK said...

#cx880 it looks like Emirates made a deal when leaving the 380 dealing= 40 a339neo and 30 a359

Speedbird787 said...

Line posn 956 -10 for British Airways..we are thinking G-ZBLA

Geoff said...

deals signed in asia
https://www.mercurynews.com/2019/02/26/vietnamese-carriers-vietjet-bamboo-sign-deals-for-110-boeing-jets/


Geoff said...

https://www.mercurynews.com/2019/02/26/vietnamese-carriers-vietjet-bamboo-sign-deals-for-110-boeing-jets/

deals signed in asia

Unknown said...

Line Pons 824 -9 for Royal Air Maroc will be cn-rgx according to nass sh info blog