Boeing And Airbus Climb On $40 Billion Order Surge: Which One Is Leading The Recovery?

  • Boeing is gaining momentum with higher production rates and strong net order value, outpacing Airbus in widebody orders and overall order value. Airbus leads in single-aisle deliveries but faces significant supply chain constraints, limiting its ability to ramp up production further. Both manufacturers are benefiting from robust demand, reflected in large backlogs, but Boeing's recovery and inventory deliveries give it a near-term edge.