AirInsight recently visited both Embraer and Airbus and attended briefings from each OEM. The timing is ideal for a forensic comparison of their head-to-head programs. The Metric Problem Price is off the table. No two customers pay the same amount, and deal economics are too time-sensitive to serve as an anchor for analysis. Even seat capacity varies by operator. The safer ground is hard numbers — orders and deliveries — with one important caveat: both metrics are snapshots, and snapshots lie depending on when you take them. Nothing illustrates this better than the order data for 2025 versus 2026. Take a look at these two charts illustrating how the order metric drives dramatic change. The story changes completely from 2025 to 2026. [caption id="attachment_194958" align="aligncenter" width="640"] AirInsight[/caption] Hard Metrics Orders: The Most Telling Metric Orders are among the hardest signals in commercial aviation. They aggregate every trade-off a lessor or operator must calculate — range, economics, cabin, support network — before committing capital. Reorders are more telling still. The A220 family now stands at 1,109 firm orders from 35 customers, crossing the 1,000-order threshold in May 2026, driven by AirAsia's 150-unit deal. The E2 family has just cleared 500 firm orders total across both variants, with the E195-E2 accounting for the bulk, enough to have now outsell the E175, Embraer's former best-seller. By cumulative count, Airbus leads by more than two to one. But the annual intake tells a different story depending on the year. 2025 was the E2's best sales year on record. 2026 YTD, with the AirAsia deal, belongs to the A220 by a significant margin. One large order from China or India, or a first-ever deal with American or United, instantly reshapes the trajectory. Neither US major has yet committed to a crossover jet. That remains the largest single open question in the segment. Deliveries: Airbus Is Winning by a Growing Margin Cumulative A220 deliveries stand at approximately 517 as of May 2026, with 19 delivered in the first quarter alone. Monthly output is running at 8 or better, the ramp trajectory is solid, and Mirabel production is maturing. The E2 family was tracking at 3-5 deliveries per month in early 2026, with Embraer targeting roughly 80 total commercial deliveries for the year. We raised the concern about the delivery pace directly with Embraer in São José dos Campos. Their response: improvement is expected later in the year. We noted approximately ten E2 models at or near delivery-ready status. Airbus has the scale advantage here, and the gap is widening, not closing. Performance: Closer Than the Marketing Suggests The A220-300 has more range — 3,450 nm against the E195-E2's 3,000 nm. The practical question is how many operators actually need six hours of endurance in a 150-seat aircraft. The E195-E2 has a materially shorter takeoff roll, which opens thinner routes and constrained airports that the A220 cannot serve. Fuel burn per seat is effectively identical and route-dependent. Neither aircraft has a decisive technical edge over the other. Selection will be operator-specific — route structure, runway constraints, and network density will determine fit more than any single specification. The Bottom Line Both programs are positioned for long-term success. Boeing has effectively vacated this segment, leaving the market to two capable competitors serving a structural demand tailwind. The forward winner will be determined less by specification than by deal aggression — LOT's recent defection to Airbus is instructive — and potentially by geopolitics. India is the obvious variable. India remains the largest uncommitted variable. The first OEM to land a major Indian carrier in this size class rewrites the competitive narrative overnight.