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Boeing And Airbus Deliveries Weakness Show Critical Challenge: What's Going On?

Source: SeekingAlpha

2026-03-05 18:56:03 ET

Boeing (NYSE: BA ) and Airbus ( EADSF ) are both working on a multi-year trajectory to ramp up airplane production. While order collection has not been a problem, evident from the nearly 2,000 net orders collected in 2025 , hiking production has been far more challenging, with both jet makers navigating their own set of challenges. In this report, I analyze the airplane orders and deliveries for January. As mentioned in prior analyses, we're uniquely positioned to provide value estimates on orders and deliveries to more closely reflect the actual benefit to the businesses....

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Boeing And Airbus Deliveries Weakness Show Critical Challenge: What's Going On?
Airbus SE

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