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.
Investors are looking for answers as the Air India 787 tragedy extends into a third week.
Commercial aviation has experienced relentless secular growth, with Airbus and Boeing leading the industry and suppliers benefiting from significant pricing power. Airbus stands out as a European crown jewel, consistently outperforming Boeing, especially amid Boeing's recent quality and program issues. The company operates globally with three main segments: Commercial Aircraft, Helicopters, and Defense & Space, supported by a vast supplier network.
The NTSB has issued a rare safety notice over the plane's engine. Transcript: Boeing is facing yet another headwind.
The National Transportation Safety Board warned that certain CFM engines installed in some Boeing 737 Max jets may feed smoke into the cockpit or cabin after a bird strike.
Boeing (BA) closed at $197.68 in the latest trading session, marking a -1.29% move from the prior day.
Boeing's (BA) 787 Dreamliner Air India fleet passed Indian regulator testing after the fatal flight 171 crash. Frances Stacy says she's watching stock prices to see if it holds around $200 as safety concerns creep back in for the aerospace company.
Investigators believe the Air India Boeing Dreamliner had its emergency-power generator operating when it crashed last week in India's Ahmedabad, the Wall Street Journal reported on Wednesday citing people familiar with the probe.
The preliminary finding gives investigators a new line of inquiry as they study a crash that killed all but one of the plane's passengers.
An automatic emergency power generating system might have deployed on the 787 jet that crashed shortly after takeoff in India last week.
With yet another war in the Middle East, defense stocks could rise significantly.
Boeing stock has strongly outperformed the S&P 500 in 2024, driven by robust airplane orders and improving production stability. May saw a major order surge, highlighted by Qatar Airways and unidentified customers, bringing net orders to 300 aircraft worth $32.5 billion. Deliveries remain stable above 40 planes per month, with year-to-date deliveries and values significantly higher than last year.