Airbus CEO Predicts Increased Plane Orders for Boeing This Year

Written by Emily J. Thompson, Senior Investment Analyst

Source: SeekingAlpha

Updated: Dec 10 2025

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Source: SeekingAlpha

Airbus vs. Boeing Order Contest: Airbus CEO Guillaume Faury acknowledged the possibility of losing the annual aircraft order contest to Boeing for the first time in six years, attributing this shift to Boeing's advantage from U.S. tariff settlements.
Current Order Statistics: Despite trailing in new orders recently, Airbus maintains a lead in aircraft deliveries and backlog, with Boeing reporting 908 net orders compared to Airbus's 700 from January to November.
China's Aircraft Orders: Faury expressed skepticism about a near-term major order from China, while Airbus received clearance to deliver 120 previously ordered aircraft, amidst ongoing discussions between China and Boeing for a similar-sized package.
Software Recall Update: Airbus has completed a significant software recall affecting the A320-family aircraft, with the final number of impacted jets being around 4,000, all of which have now been fixed.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.