Boeing Surges; Airbus Reloads in Early 2026

Previously, we shared ideas about the OEM hangover after the December push. Turns out that hangover lasts longer than you'd think. We share this in light of news from the Singapore Air Show. The money driver comes from deliveries. Sure, there are deposits and milestone payments, but when the customer accepts the airplane, the final payment is made. But to get to that delivery, the OEM must build the airplane and test-fly it. That first flight is a key milestone to getting the big money. The faster these occur, the closer the OEM is to full payment. [caption id="attachment_189059" align="aligncenter" width="451"] AirInsight[/caption] Going into week three of 2026, things looked good. But then the industry got winded. More specifically, Airbus got winded. How about deliveries? [caption id="attachment_189060" align="aligncenter" width="580"] AirInsight[/caption] Here, matters look much better, and the big push came from Boeing. Here's a useful summary table as of this morning. [caption id="attachment_189061" align="aligncenter" width="344"] AirInsight[/caption] As of early February 2026, the Delivery-to-Production Ratio reveals a fascinating contrast between the two giants: Boeing is "cleaning house," while Airbus is "reloading". Boeing is close to matching deliveries with its first flights. Airbus's first flights are running slower, but surprisingly, its deliveries are even slower. Boeing is out delivering Airbus by 1.85. When was the last time we saw that? It's early days, and the numbers will fluctuate as the year progresses. The big takeaway for now is that Boeing is coming on strong. New Briefing Series If you'd like to drill into production and deliveries, we are pleased to inform you of a new series of briefings. The briefings are b-monthly, and you can find the details here. We are limiting the series' audience.

US Flight Planner - US DoT On-Time Data	Airbus vs Boeing - Official OEM Data
US Airline Schedule Performance - US DoT Data	Daily OEM Production & Deliveries -

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