Airbus Overtakes Boeing: Shares Fall 2% as Airbus A320 Becomes World's Most-Delivered Commercial Jet

Boeing shares fell 2% on Monday after Airbus reported that its A320 deliveries were about to outpace Boeing's 737 deliveries, making the A320 the world's most-delivered commercial jet. Airbus has been outpacing Boeing in deliveries due to the FAA's production cap on Boeing's operations. Boeing has a Strong Buy consensus rating on Wall Street, with an average price target of $257.05 per share, implying 9.14% upside potential.

In a significant development for the aerospace industry, Airbus SE (EADSY) is on the verge of surpassing Boeing Co. (BA) in the number of commercial aircraft deliveries, with the A320 series poised to become the most-delivered commercial jet in history. Airbus has delivered over 12,155 units during the last four decades, placing it just 12 units away from breaking the record held by Boeing's 737 family [1].

The A320 line, which includes the A319neo, A320neo, and A321neo variants, has been a key driver of Airbus's success. The company's CEO, Guillaume Faury, has indicated that Airbus is focusing on preparing the next generation of single-aisle aircraft, potentially featuring an open rotor design, with a mid-2030s deployment [1].

Boeing, on the other hand, has been navigating challenges related to production caps imposed by the FAA and issues with its 737 MAX program. Despite these setbacks, Boeing's 737 MAX has shown positive momentum, with production stabilizing at around 38 aircraft per month. However, Boeing's overall deliveries have slowed, with 48 aircraft delivered in July compared to 67 by Airbus [2].

The latest developments highlight the competitive landscape in the commercial aviation sector. Airbus's strong performance in deliveries, coupled with Boeing's focus on quality and stabilizing production rates, underscores the intense rivalry between the two aerospace giants. As the industry continues to evolve, the dynamics between Airbus and Boeing will remain a key area of interest for investors and financial professionals.

References:
[1] https://www.benzinga.com/news/travel/25/08/47177371/boeings-decades-long-737-delivery-record-could-finally-fall-to-arch-rival-airbus
[2] https://flightplan.forecastinternational.com/2025/08/12/airbus-and-boeing-report-july-2025-commercial-aircraft-orders-and-deliveries/