Boeing Is Beating Airbus Where It Matters Most

Boeing and Airbus face strong demand with backlogs of nearly 15,000 aircraft but struggle to convert orders into deliveries due to supply constraints. Airbus leads in net orders and order value for Q1 2026, driven by dominance in single-aisle aircraft, but Boeing outpaces Airbus in actual deliveries and delivery value. Boeing delivered 143 aircraft ($10.2B) vs. Airbus' 114 ($7.4B), marking its highest Q1 since 2019 and signaling momentum despite recent 737 MAX delivery delays.