Boeing Does Not Have An Answer To The Airbus A220 Yet

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About: Airbus SE (EADSF), BA, EADSY, Includes: BDRAF, BDRBF, BDRPF, BDRXF, BOMBF, DAL, ERJ
by: Experiential Investor
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Experiential Investor
Portfolio strategy, ETF investing, solar, dividend investing
Summary

The acquisition of Bombardier C-Series (rebranded as A220) program positions Airbus very strongly against Boeing for long-term future in the narrow-body space.

A220 is an extremely efficient and flexible platform, easily stretched to compete directly with today's top-selling narrow-body airplanes, A320neo and B737 Max.

I believe A220 will substantially replace both B737 Max and A320neo as the top narrow-body workhorse within the next 2 decades. Boeing does not have a competing platform (yet).

Boeing has been left quite a bit behind in the narrow-body space and would need to push hard (and need a lot of cash) to be able to catch up.

In the extremely interesting commercial aircraft duopoly of Airbus (OTCPK:EADSY) (OTCPK:EADSF) vs. Boeing (BA), there are two strategic chess-like moves recently executed by Airbus that have the potential to