Airbus missed a once-in-a-lifetime opportunity to gain a substantial advantage over its competitor.Boeing was nearly down for the count and a knockout after two 737 MAX crashes, a near third, 787 quality problems, 777X delays, and KC-46A tanker flaws.Boeing changed management and is slowly making a comeback.Meanwhile, Airbus continues to miss its production targets, and it appears to be too late to change the dynamics of the duopoly.
Another Likely Missed Target in 2025
In 2024, Airbus was forced to adjust its investor guidance twice, as it reduced its planned output levels to reflect the reality of continued bottlenecks and shortages.Unfortunately, in 2025, things appear to have gotten worse for the aircraft manufacturer.Airbus delivered only 25 new aircraft in January, followed by 40 in February. The following table shows deliveries by month from 2019 to 2025 year-to-date.
