Overview

• Airbus has outpaced Boeing in commercial aircraft orders for five consecutive years, reflecting a strategic focus on fuel-efficient models.
• Boeing's recovery is hampered by new incidents and a production cap, leading to a significant backlog in aircraft deliveries.
• Supply chain constraints and regulatory complexities restrict Airbus from significantly increasing its production rate.
• Airbus' cautious approach in ramping up production emphasizes safety and quality, avoiding overextension in a tight supply chain environment.
• The competitive landscape sees potential future shifts with emerging players like China's COMAC, though they remain years from challenging the Airbus-Boeing duopoly.