Prices for new Boeing jetliners could harden as the manufacturer works to manage production rates and outsourced parts supplies in the face of continuing high demand that Boeing says defies previous market cycles. With many major carriers yet to decide how best to replace existing fleets and increase capacity, Boeing expects aircraft lessors to play a bigger part in the market as new financing models evolve and demand becomes geographically more diverse.
After examining “a huge amount of data” to better understand the changing drivers that “make this order cycle different,” Boeing market analysts and customer-financing experts have concluded that some U.S. and European carriers must order aircraft soon. There is “significant pressure” for them to begin replacing large numbers of airplanes “now, and over the next few years, for economic, efficiency and environmental reasons,” according to president and chief executive officer Scott Carson.