Boeing on on the losing road: Airbus overtakes clearly!

Boeing on on the losing road: Airbus overtakes clearly!

Asien-Pazifik, Land - The rivalry between Boeing and Airbus continues to come to a head, while Boeing has been fighting considerable challenges since October 2018. Triggered by two severe crashes of the Boeing 737 Max 8, the company has been struggling with a number of problems since then. The Covid 19 pandemic, which led to a standstill in aircraft production from the beginning of 2020, tightened the situation. Boeing's share price fell dramatically from over $ 400 to less than $ 130 and has not recovered to this day.

The net loss of almost $ 3.9 billion is particularly worrying in the fourth quarter of 2024, a result from six years of uninterrupted losses. The company's turnover broke by almost a third to $ 15.2 billion, and delivery fell to only 317 commercial aircraft in 2024, which represents a decrease of 33 percent compared to the previous year. In contrast, Airbus recorded record deliveries of 766 machines in the same period, an increase of four percent compared to 2023.

Boeing's difficulties and airbuss success

Boeing not only sees itself towards financial challenges, but also strict requirements of the US Air Force Authority FAA, which introduced the production of the 737 Max on 36 machines. In addition, a seven -day strike and internal quality problems contribute to uncertainty. Only 348 Boeing aircraft were delivered for 2024, which is the lowest level since Corona pandemic and less than half of the Airbus number.

In addition, Airbus recorded 826 new orders in 2024, more than twice as many as Boeing, which only received 377 orders after cancellations. Airbus with 8,658 and Boeing with 6,245 show applications for open orders. These figures illustrate the persistent dominance of Airbus on the market, whereby the Airbus share is only ten percent down under its all-time high of around 173 euros.

market developments and future prospects

The aviation industry shows signs of relaxation, which is partly supported by the increasing demand for new, more efficient aircraft. The market segment for commercial aircraft is expected to have the highest annual growth rate, with a total volume of $ 333.96 billion in 2023 and forecast $ 386.21 billion by 2028. Asia-Pacific is identified as the fastest growing market, which underlines the importance of this region for the aviation industries.

The challenges of Boeing are reinforced by internal problems and a stagnating corporate culture. CEO Kelly Ortberg warns that it will take years to improve this culture. At the same time, Airbus is planning to increase the production of the A320 family to 75 machines per month by 2027, which indicates a clear strategy for market leadership. Analysts expect Boeing to announce losses again on January 28, which could mark the sixth year of loss in a row. The aviation industry is in constant change, and the competition between Boeing and Airbus remains exciting and decisive for the future development of the sector.

Overall, these developments underline the rivalry between the two large manufacturers and the associated challenges and opportunities within the aviation industry.

For further information on the developments in the aviation industry, you can find the reports from FOCUS , The shareholder and consult mordor intelligence