Boeing And Airbus Deliveries Weakness Show Critical Challenge: What's Going On?

Dhierin BechaiInvesting Group LeaderFollow5ShareSavePlay(9min)Comments(2)SummaryBoeing outperformed Airbus in January, leading both net orders and deliveries, with a significant $6.1 billion advantage in net order value.BA secured 68% of net orders and 77% of order value, driven by strong wide-body demand and major orders from Air India and Delta.Despite robust backlogs, both Boeing and Airbus face production challenges. Airbus from supply chain issues, Boeing from reliance on current production rather than inventory.Delivery volumes remained stable year-on-year, but both manufacturers must execute on production increases to meet persistent high demand.Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » winhorse/iStock Unreleased via Getty Images Boeing (NYSE:BA) and Airbus (EADSF) are both working on a multi-year trajectory to ramp up airplane production. While order collection has not been a problem, evident from the nearly 2,000This article was written byDhierin Bechai23.19K FollowersFollowDhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.