April-Boeing 1st Quarter Recap

The below tables represent a snapshot of Boeing 787 production pacing and overall sales for 787 family of aircraft. Even though the prior Winging It blogs  have used tables concerning the 90 day moving average, it was necessary for some simplification illustrating both total sales and backlog of the aircraft.

The first table is the big picture using backlog as the key indicator for production and sales. Many production bumps are contained in the numbers as well as those missed sales opportunities and Boeing wins. It is a solid and stable chart, which encourages the investor during the first four years as Boeing gained control with its 787 program, and it is growing into its promised potential.

The second table below illustrates whether Boeing has met its own delivery governance for a ninety day period. Boeing has met its governance during first quarter 2015 with 10 787 delivered on average!

Table analysis and notes:

• Boeing sales has also maintained an ever increasing backlog during the 2011-14 time period, and should have a similar backlog by the end of 2015, when compared with its first delivery year backlog found in 2011. Boeing delivered 258 total 787 and booked a total of 339 new orders during the period charted. A net backlog increased by 81 787's from the 2011 to 2015 period. 

• Boeing demonstrates a determination for meeting its production and delivery advice with 10 787's  a month delivery pacing, even after a typical Holiday production pause.

• Program Snapshot Table since 2004 until March 21, 2015, demonstrates the steady build progress and continued sales effort. 

First Quarter 787 Inventory Comparison and Analysis For 2011-2015

	2011	2012	2013	2014	2015	Total
Beg Backlog	736	778	773	891	842	736
Delivered	3	46	65	114	30	258
Ordered	45	41	183	65	5	339
Ending Backlog	778	773	891	842	817	817
Back-Log Delta	42	-5	118	-49	-25	81

	90 Day Moving Average Table
	01/31/2015	2/28/2015	3/31/2015	Results
In Months Delivery	7	12	11	30
Moving Average				10
Goal				10
Goal Trend				0

Complete 787 program annual Order Additions and Delivery Subtractions 

Year	Yearly Orders	Yearly Delivery
2004	52	0
2005	197	0
2006	99	0
2007	269	0
2008	59	0
2009	24	0
2010	36	0
2011	45	3
2012	41	46
2013	183	65
2014	65	114
2015	4	30	Back-Log
Totals	1074	258	816