Summary
22% of all single aisle deliveries went to Chinese customers in the past 5 years.
Role of Chinese customers for wide body programs is smaller.
Contribution to Boeing’s top and bottom line remains significant.
In two previous reports, we had a look at why we should be cautious about the trade war with China but we also pointed out why Boeing (BA) and China actually need each other. In one report, we highlighted future demand as a reason why Boeing and China are not served well by an erupting trade war and in the other report we came to the same conclusion when analyzing the supply chain and Boeing’s presence in China.
In this final report, we will look at deliveries in the previous 5 years to show that Boeing generates a significant revenue stream and profit from business in China and supports China’s demand for aircraft…
