Boeing Vs. Airbus: The Iran War Shock And The Production Reality

Dhierin BechaiInvesting Group LeaderFollow5ShareSavePlay(10min)CommentsSummaryBoeing outperformed Airbus in both net orders and deliveries in the first two months of the year, driven by widebody strength.Boeing secured 61% of net orders and 72% of order value, reflecting robust demand and a favorable order mix.Delivery growth at Boeing reached 9% year-over-year, while Airbus deliveries fell 17%, hampered by Pratt & Whitney GTF engine constraints.Despite potential macroeconomic headwinds and valuation pressure, I remain bullish on both Boeing and Airbus given strong backlogs and resilient long-term pricing power.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » Rathke/iStock Editorial via Getty Images Airplane manufacturers The Boeing Company (BA) and Airbus SE (EADSF) saw their share prices drop following the war in Iran, which cast a shadow on the economic growth that underpins demand forThis article was written byDhierin Bechai23.41K 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.