Jet maker Airbus (OTCPK:EADSY) provided its orders and delivery numbers for January recently and as expected it was a bit of a slow start of the year with a major role for Qatar Airways. In this report, I will have a look at the order and delivery numbers for Airbus and I will do that on a monthly basis while also considering year-to-date numbers as well as year-over-year figures to get a complete image of how things are developing for the jet maker. For this analysis, data and images from the TAF Airbus Orders and Deliveries Interactive Infographic and associated monitors have been used.
Qatar Airways dominates Airbus cancellations
During the month, Airbus received a total of 36 orders. All of these orders were for the single aisle aircraft portfolio:
- An undisclosed customer ordered six Airbus A320neos and two Airbus A321neos.
- Lessor Azorra Aviation ordered two Airbus A220-100s and 20 Airbus A220-300s.
- An undisclosed customer ordered six Airbus A321neos.
There were no order surprises in January, but I would note that the Airbus A220 had a good month and there were no orders for the wide body line up.
During the month the following changes were made to the order book:
- BOCCOM Leasing was identified as the customer for two Airbus A320neos.
- Qingdao Airlines was identified as the customer for one Airbus A320neo.
- China Southern Airlines was identified as the customer for one Airbus A320neo.
- Qingdao Airlines was identified as the customer for one Airbus A321neo.
- An order from Qatar Airways for 50 Airbus A321neos and 2 Airbus A350-1000s was cancelled.
So, during the month Airbus logged 36 gross orders valued $1.6 billion, but the jet maker decided to remove 52 orders from Qatar Airways valued $3.3 billion bringing the net order count to -16 and the net order value to negative $1.6 billion. I reported earlier on the order cancellation and while Airbus can…