Post by
MyNameIsNobody on Feb 08, 2024 8:59am
Manufacturing revenues vs mid and large aircrafts
Eric Martel mentionned them having to slow down some programs in order to put a larger focus on another because of supply chain issues.
I think this explains the revenues from the manufacturing side to be lower than most here believe. (My number was on the conservative side compared to most and they came in lower than that)
I had based my revenues per aircraft on a number provided by another user from the board, that number being 48M$ per aircraft. The actual number per aircraft this quarter 45.9M$. That's more than 100M$ less in revenues than the average we had before.
I believe, and hope, that the program they had to slow down was 7500, it would explain the difference with revenues expected but increase the expected average revenues per aircraft for 2024.
Comment by
PabloLafortune on Feb 08, 2024 9:22am
It's in the delivery numbers - mid size growth much stronger than large size thus lower ASP.
Comment by
MyNameIsNobody on Feb 08, 2024 9:30am
That's what I meant. I forgot to include the numbers, 24 mid-sized and 32 large ones. (43% vs 57%... to keep in mind next quarter..lol)