Boeing: A Surprise Lead Over Airbus

Summary

• Boeing leads in net orders and order value, driven by strong 737 MAX demand and major wide-body deals, despite recent regulatory and safety challenges.
• Airbus maintains a lead in single-aisle deliveries, but faces ongoing supply chain constraints, limiting its ability to ramp up production and deliveries.
• Both manufacturers have robust backlogs, but delivery growth is critical; BA's growth is capped by FAA restrictions, while EADSF struggles with supply chain issues.
• I remain bullish on both companies: Airbus is the preferred short-term investment for 2025, while Boeing offers greater long-term upside due to free cash flow potential.
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