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Airbus Outpaces Boeing as Aircraft Order Backlog Falls to 12 Years in 2025

Airbus Outpaces Boeing as Aircraft Order Backlog Falls to 12 Years in 2025
In 2025, Airbus solidified its position ahead of Boeing by delivering 793 aircraft, nearly one-third more than Boeing’s 600 units. Throughout most of the year, Airbus had projected delivering 820 aircraft but revised this target downward to 790 in early December. Despite the adjustment, the European manufacturer surpassed its lowered goal, marking the seventh consecutive year it has outperformed its American rival in deliveries.
Boeing’s Resurgence Amidst Delivery Deficit
Although Boeing lagged behind in deliveries, the company demonstrated a notable recovery in 2025 by leading in net orders after cancellations. Boeing secured 1,075 net orders compared to Airbus’s 889. In December alone, Airbus recorded 201 firm orders, while Boeing closely followed with 165. This strong order intake contributed to a positive market response, with Boeing’s stock reaching a buy point and analysts upgrading their outlook to a buy rating. These developments indicate a potential shift in the competitive landscape, as Boeing gains momentum following several challenging years.
Market Position and Backlog Dynamics
Airbus continues to maintain a larger installed fleet, which is now 16% greater than Boeing’s, alongside an order backlog that is 35% higher. Despite these disparities, the backlog for both manufacturers remains substantial. At current delivery rates, it would take nearly 14 years for the global aerospace industry to clear the existing accumulation of outstanding passenger aircraft orders.
The data highlights the intense rivalry between Airbus and Boeing. While Airbus retains dominance in deliveries and backlog size, Boeing’s resurgence in net orders and improving market sentiment suggest a more competitive environment ahead. The evolving dynamics between these two aerospace giants will continue to influence the global passenger aircraft market as both strive to overcome ongoing supply chain challenges and meet sustained demand.

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