Boeing: Surprise Lead On Airbus Remains

Summary
Boeing leads in net orders and order value for H1 2025, but Airbus is narrowing the gap, especially in single-aisle jets...
Boeing leads in net orders and order value for H1 2025, but Airbus is narrowing the gap, especially in single-aisle jets. Airbus maintains a lead in unit deliveries, but Boeing's wide-body strength gives it a delivery value advantage—though this may not last. Boeing faces regulatory caps and dwindling MAX inventory, while Airbus struggles with supply chain constraints impacting its ramp-up.
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