Boeing And Airbus Clash: Who Wins The 2025 Jet Race?
Summary
The Boeing Company and Airbus SE are both seeing strong demand, with Boeing leading in net orders and order value year-to-date.
BA holds a 57% share of net orders and a $28.5 billion lead in total airplane order value, though Airbus closed the gap in August.
Deliveries are improving for both, with Airbus leading in units but Boeing ahead in delivery value due to wide-body jets and inventory unwinding.
I expect EADSF to top in delivery units by year-end, but BA's delivery revival is a win by itself.
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Airplane manufacturers The Boeing Company (NYSE:BA) and Airbus SE (OTCPK:EADSF) are facing a major challenge to bring production in line with market demand. Nonetheless, the stock price of both manufacturers has significantly
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This article was written by
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.
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