Boeing And Airbus: A Surprisingly Close Race

Dhierin Bechai Investing Group Leader Follow Summary Boeing and Airbus are both showing robust recovery in deliveries, with combined output near pre-pandemic levels and strong order backlogs. Airbus leads the 2026 order race, securing 1,024 net orders versus Boeing’s 438, and holds a $23.1 billion advantage in net order value. Delivery volumes are up 12% year-over-year for both, with Airbus surpassing its 2018 benchmark and Boeing recovering to 88% of pre-crisis levels. I remain bullish on both, expecting backlog conversion to drive revenue, profit, and free cash flow as production normalizes, with delivery growth as the key metric. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » Bradley Caslin /iStock Editorial via Getty Images The Boeing Company ( BA ) and Airbus SE ( EADSF ) are both seeing strong improvements in their ability to deliver jets. Neither jet maker is close to closing the gap between supply This article was written by Dhierin Bechai 24.66K Followers Follow Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.