Boeing appears to have reached a milestone yesterday by delivering the 700th 787 to a customer. It appears that number 700 was delivered to China Southern Airlines (LN 713, ZB913) and flew away on June 26th. Boeing is on track to deliver 15 787s this month.
As of today Boeing has delivered 704 787s. I project that they should deliver 800 sometime around February - March, 2019 and depending on when they break rate to 14/month we could see 900 delivered in the fall of 2019. The 1000th 787 should be delivered around the summer of 2020, about 2 years from now again depending on when Boeing increases the production (and delivery) rate to 14/month.
Lastly, Boeing signed up a new customer for 20 787-9s. Bamboo Airways, a start up airline in Vietnam as signed an MoU and already paid deposits for 20 787-9s. The deal hasn't been finalized yet but I suspect you should see it on Boeing's order book by the end of this year to early 2019 as first delivery is expected to occur in 2020.
787 Spreadsheets
Friday, June 29, 2018
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LN 724 was delivered on June 30, bringing the June total to 16 units, the YTD to 71 units, and the YTD (6 months) monthly average to 11.8. Program-to-date (PTD) total is 707 units in 6.76 years, a PTD run rate of 104.5/year, which includes the 4-month-long zero-delivery period in early 2013.
Between delivery #600 and #700, B delivered at the annual run rate of 134, slightly above the 11/month rate. If your projection for 147 deliveries in 2018 is achieved, the full-year 2018 delivery rate will be 12.25/month and accelerating aggressively. Achieving a delivery run rate of 14/month for Q4 2019 appears to be very achievable. Of course, the engine supply chain from RR is "uncertain" to some extent.
The backlog is well north of 750 units and may, in fact, increase in 2018, despite the increased delivery rate. Accelerating deliveries provides delivery slots that are magnets for further orders.
Congrats Uresh for getting a mention in the Wichita Business Journal
https://www.bizjournals.com/wichita/news/2018/07/02/boeing-flies-past-no-700-on-its-787-dreamliner.html?ana=yahoo&yptr=yahoo
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