In early 2026, the commercial aerospace market saw a significant shift as Boeing outperformed Airbus in monthly deliveries for the first time in years. While Airbus concluded 2025 with 793 total deliveries compared to Boeing's 600, January 2026 data shows Boeing taking a decisive early lead with 46 aircraft handed over to customers, more than doubling Airbus’s monthly output of 19. Halfway through February, we can report that Boeing's acceleration continues. [caption id="attachment_189235" align="aligncenter" width="503"] AirInsight[/caption] 2026 Delivery Forecast vs. 2025 Actuals OEM / Aircraft Model 2025 Actual 2026 Forecast Growth % Airbus (A320 Family) 593 660 +11.3% Boeing (737 MAX) 440 520 +18.2% Embraer (E2) 44 57 +29.5% COMAC (C919) 16 24 +50.0% Here is a more detailed view of the numbers. [caption id="attachment_189234" align="aligncenter" width="250"] AirInsight[/caption] Embraer's Pivot: Embraer is emerging as a critical growth story in 2026. Data shows the E2 family now represents 67.1% of Embraer's commercial output, with a forecast growth rate of 29.5%. This reflects a broader airline shift toward "right-sizing" fleets on regional routes where narrowbody overcapacity is a risk. The COMAC Factor: With a projected 44.7% increase (from a low base) in deliveries, COMAC remains on its long path of transitioning from a regional player to a meaningful mainline aircraft competitor. The C919 is successfully capturing domestic Chinese demand that historically would have been split between the A320 and the 737 MAX. But amid slow production, Chinese airlines continue to rely on the duopoly for consistent delivery rates. Supply Chain Resilience: Despite strong order books (over a decade for the duopoly), execution remains tied to Tier-1 supplier stability. Key milestones in 2026 include the certification of CFM LEAP-1B durability upgrades, which are essential for Southwest and other major 737 MAX operators to hit their utilization targets. CFM has managed to stay under the radar at Indigo, where several LEAP-powered A320neos are parked along with GTF-powered models. Aerospace Delivery FAQ Q: Who is leading 2026 aircraft deliveries? A: While Airbus ended 2025 on top, Boeing has taken the early lead in 2026 with 46 deliveries in January compared to Airbus’s 19.Q: What is the growth forecast for the Boeing 737 MAX in 2026? A: AirInsight projects an 18.2% increase in MAX deliveries for 2026, reaching approximately 520 units.Q: Is COMAC becoming a major competitor? A: Not yet, the C919 is forecast to see a 50% delivery growth in 2026, though its total volume (24 units) remains small compared to the Airbus and Boeing narrowbody programs.