Market reactions to Airbus and Boeing reports

Take a look at this five-year chart for a perspective. The chart shows Boeing's stock has been on a tear for five years. Airbus, by contrast, went through a tough time in 2015 and then slowly recovered. On the most simple basis, if Boeing has risen by over 350% and Airbus is up 11%, and the two firms essentially split the market, then Airbus seems to be ready for an upward adjustment. As J.P. Morgan summarized their Boeing report: "Nice Q2 but Expectations Too High. By comparison Vertical Research noted for Airbus that "A350 gathers momentum". Take a look at these analyst consensus views as reported by Reuters. Both Airbus and Boeing's mean rating dropped over the past three months. Boeing is down 7.2% compared to 6.5% for Airbus. Bear in mind that Boeing is facing the NMA decision as well as the deal with Embraer. Airbus on the other hand has no new programs to spend money on and has the C Series deal done. It appears that any programs at Airbus are going to be derivative, such as an upgraded A321neo. The cost of this is going to be a fraction of what Boeing will need to spend on the NMA.

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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