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U.S. planemaker Boeing said on Tuesday that it delivered 48 airplanes in July, down from 60 in June but five more than a year earlier. It was the most deliveries by the company in July since 2017, when it delivered 58 aircraft.
Boeing leads in net orders and order value for H1 2025, but Airbus is narrowing the gap, especially in single-aisle jets. Airbus maintains a lead in unit deliveries, but Boeing's wide-body strength gives it a delivery value advantage—though this may not last. Boeing faces regulatory caps and dwindling MAX inventory, while Airbus struggles with supply chain constraints impacting its ramp-up.
Investors with an interest in Aerospace - Defense stocks have likely encountered both Airbus Group (EADSY) and Howmet (HWM). But which of these two stocks offers value investors a better bang for their buck right now?
Airbus continues to secure robust aircraft orders, especially in wide-body and A220 segments, with a record backlog exceeding 8,700 units. Despite strong order inflow, Airbus faces significant challenges ramping up deliveries due to ongoing supply chain constraints. Year-to-date deliveries lag last year's pace, casting doubt on Airbus's ability to meet its 2025 delivery target without major supply chain improvements.
Airbus SE (OTCPK:EADSF) Q2 2025 Earnings Conference Call July 30, 2025 1:30 PM ET Company Participants e - Corporate Participant c - Corporate Participant . - Corporate Participant Guillaume M.J.D Faury - CEO & Executive Director Helene Le Gorgeu - Head of Investor Relations & Financial Communication Thomas Toepfer - Chief Financial Officer Conference Call Participants Benjamin Michael Heelan - BofA Securities, Research Division Chloe Lemarie - Jefferies LLC, Research Division Christophe Menard - Deutsche Bank AG, Research Division David Howard Perry - JPMorgan Chase & Co, Research Division Douglas Stuart Harned - Sanford C.
GE, EADSY and HII look poised for growth as strong air traffic and rising U.S. defense spending fuel aerospace gains.
Europe's Airbus challenged its partner Dassault Aviation on Wednesday to "decide what it wants to do" after Dassault questioned arrangements for a new fighter, in the latest sign of tensions over the Franco-German-Spanish project.
Airbus SE reported a cash outflow in the first half as supply-chain challenges with engines for its best-selling A320neo jet delayed deliveries of new aircraft. Airbus CEO Guillaume Faury speaks with Romaine Bostick on "The Close.
Airbus CEO Guillaume Faury said the number of completed airframes still waiting for delayed engine deliveries had risen to 60 and that the delays now involved Pratt & Whitney on top of earlier problems with rival CFM.
European planemaker Airbus on Wednesday posted a higher-than-expected second-quarter profit, boosted by its defence and helicopter units, and maintained full-year forecasts as it aims to reverse a drop in jetliner deliveries.