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Boeing and Airbus near pre-crisis delivery levels with strong order inflows and production recovery.

Market News
01 Jul 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Boeing and Airbus are approaching their pre-crisis airplane delivery levels, with total deliveries up 11% year-over-year. Airbus leads in net orders with 762 units valued at $47.6 billion, compared to Boeing's 295 units and $32.2 billion, driven by strong single-aisle aircraft demand. Both companies face supply chain challenges but are recovering production rates, with Boeing still in recovery mode and Airbus in growth mode. This recovery is expected to convert backlogs into increased revenues, profits, and free cash flow, supporting a positive outlook for both manufacturers.

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