Competing is sooooo hard

Airlines are very upset with Boeing’s poor performance, over several years now. I have noted Boeing’s apparent decision to leach off the government, rather than compete in the commercial sector, by moving HQ to the DC suburbs, where DoD is scandalously tolerant of sloth.

For the halibut, pulled up segment information from the Boeing 1994 10k, and 2022. Notice the shift from their business being overwhelmingly commercial, 30 years ago, to commercial being less than half of their business now, as they fail to successfully compete in the commercial sector, year, after year.

Screenshot 2024-03-21 at 12-12-17 https __www.sec.gov

One the news wire today. Commercial airline managements seem to think Boeing still cares about the commercial market.

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The other guy is even worse by the time the French and Germans are done building a plane.

The EU is making deals with other countries including some gravy for Airbus.

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Second time you posted this but the last line that get cut off seems to directly conflict with your point…

“ Through 2015, the Airbus A320 family has experienced 0.12 fatal hull-loss accidents for every million takeoffs, and 0.26 total hull-loss accidents for every million takeoffs; one of the lowest fatality rates of any airliner.[4]

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Other than the Max the Boeing rates are as good or better than Airbus’s.

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Planes from the “old Boeing” were well designed and well built, for the most part.

I did notice that no 78s have fallen out of the sky, yet, though I remember there being a rash of fires in 78 batteries, and long running quality problems at the South Carolina plant that builds the 78.

Notice that the airline execs are complaining about Boeing’s failure to deliver on schedule. How reliable a supplier is matters to commercial airlines too. DoD on the other hand tolerates sloth: long delays, huge cost overruns. Remember how McDonnell-Douglas’ Douglas commercial division withered, while McDonnell stuffed it’s pockets full selling F15s and F18s? Now, we are seeing the same shift at Boeing.

Steve

Airbus has begun notifying airlines of a new bout of delivery delays, pushing back some deliveries previously scheduled for late 2024 and parts of 2025 by several months amid ongoing supply problems, industry sources said on Friday.Feb 9, 2024

Airbus warns airlines of new delivery delays -sources, Infra News, ET Infra.

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