Boeing Vs. Airbus: The Iran War Shock And The Production Reality

Boeing outperformed Airbus in both net orders and deliveries in the first two months of the year, driven by widebody strength. Boeing secured 61% of net orders and 72% of order value, reflecting robust demand and a favorable order mix. Delivery growth at Boeing reached 9% year-over-year, while Airbus deliveries fell 17%, hampered by Pratt & Whitney GTF engine constraints.