Did Boeing's 1,173 Net Orders in 2025 Signal a Market Turnaround?

The commercial aviation market saw a major shift in 2025. Boeing secured more new jet orders than its European rival, Airbus. This marks the first time the US plane maker has led in orders since 2018. The company also achieved its highest annual delivery total in seven years.

The Orders Race: Boeing Takes the Lead

Boeing reported a total of 1,173 net orders for 2025. This figure includes adjustments for cancellations and conversions. This substantial number represents a dramatic increase from its 377 net orders in 2024. The 2025 result is also the fifth-highest annual order total in the manufacturer's history.

In comparison, Airbus reported 889 net orders for the same period. The European manufacturer's net orders trailed Boeing for the first time in seven years. This reversal highlights the robust narrow-body aircraft demand globally. It also shows renewed airline confidence in Boeing's product line.

Major deals, including a significant order for 65 Boeing 777X planes from Emirates, bolstered the US company's order book. The strong performance on new orders comes after years of safety crises and production issues.

Deliveries: Airbus Maintains the Top Spot

Despite the win in new orders, Boeing still lagged behind Airbus in total aircraft deliveries. Deliveries are a critical metric for manufacturers. Airlines typically make the majority of payments upon aircraft receipt.

Boeing delivered 600 jetliners in 2025. This total is a significant rise from the 348 delivered in 2024. It is the highest annual figure since 2018, when Boeing delivered 806 aircraft. The 600 deliveries were dominated by the 737 family of jets. Specifically, 447 were 737 family aircraft, including 440 of the 737 MAX model.

Airbus, meanwhile, delivered 793 aircraft last year. This figure surpassed its recently revised goal of approximately 790 jets. The European plane maker continues to lead the commercial aviation market in delivery volume.

Challenges in the Supply Chain

Both major manufacturers are grappling with persistent supply chain constraints. These issues include ongoing engine shortages and delays in obtaining critical components. These factors have slowed the rate at which aircraft are delivered to customers. The delays have financial and operational implications for both manufacturers and their airline customers.

Boeing has also faced production challenges. The company is focused on improving stability across its production system. According to reports, Boeing plans to increase its 737 MAX production capacity. This move is intended to further enhance its competitive position in the market.

Industry Impact and Outlook

The strong aerospace industry performance in orders reflects robust global air travel demand. Airlines are looking to modernize and expand their fleets. The shift in the aircraft order backlog is a major win for Boeing. It suggests a potential turnaround after several challenging years. However, the US manufacturer must continue to focus on production quality and delivery stability. The European plane maker still holds a substantial lead in its total backlog.

Risk: Continued supply chain issues could delay the delivery of new jets. This impacts airline capacity and revenue.
Opportunity: Boeing's order lead provides a strong financial foundation. This allows for investment in production improvements and new programs.

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