Boeing Maintains Lead Over Airbus Amid Production Challenges.

Boeing is leading Airbus in jet production, despite both facing challenges. Airbus's struggles to meet demand are primarily driven by production issues, while Boeing's lead is attributed to its ability to ramp up production.

In the competitive landscape of commercial aircraft manufacturing, Boeing has recently emerged as the leader in jet production, despite both companies facing significant challenges. As of July 2025, Boeing's 737 MAX series has maintained a steady production rate, while Airbus's A320neo program has struggled with production volatility.

Boeing's 737 MAX program has shown remarkable consistency, producing 38 aircraft per month in July 2025, according to [2]. This stability has bolstered Boeing's case for regulatory approval to increase production to 42 units per month, with long-term ambitions of reaching 52. However, Boeing's path is not without hurdles. Certification delays for the MAX 7 and MAX 10 variants, now pushed to 2026, and technical issues with the LEAP-1B engine's de-icing system have constrained its ability to compete. Despite these challenges, Boeing's ability to ramp up production has given it an edge over Airbus.

Airbus, on the other hand, has faced significant production issues. In July 2025, Airbus achieved 58 A320neo monthly production, surpassing its 50-unit target after earlier volatility [1]. However, the company faces supply chain bottlenecks and geopolitical risks while aiming for 64 A320neos/month to meet its 2025 delivery goals. Forecast International, a leading aerospace analyst firm, has cautioned that Airbus has yet to demonstrate consistent monthly output at or above 50 units—a prerequisite for scaling up to its long-term goal of 75 aircraft per month by 2027.

The Airbus A320neo program has long been the cornerstone of the European manufacturer's narrowbody strategy, but 2025 has brought both progress and persistent challenges. For investors, the question is whether Airbus can stabilize its production rates, meet its 2025 delivery guidance, and maintain its competitive edge against Boeing's 737 MAX. The answer to this question could determine not only Airbus's short-term financial performance but also its long-term dominance in the narrowbody market.

The long-term outlook also hinges on Airbus's ability to innovate. The company is reportedly developing a next-generation single-aisle aircraft to eventually replace the A320 family. While this transition period could introduce short-term uncertainty, it also presents an opportunity to lock in long-term profitability through advanced technologies like hybrid-electric propulsion or hydrogen-powered designs.

For investors, the key variables to monitor are:
1. Production Consistency: Can Airbus sustain A320neo output above 50 units per month?
2. Supply Chain Resilience: How will Airbus navigate component shortages and geopolitical risks?
3. Competitive Dynamics: Will Boeing's 737 MAX production ramp-up challenge Airbus's market share?

If Airbus can stabilize its production and maintain its delivery guidance, the stock (AIR.PA) could see upward momentum, particularly if it outperforms Boeing in the narrowbody segment. However, risks remain. A failure to resolve supply chain issues or a surge in Boeing's production could pressure Airbus's margins and stock price.

References:
[1] https://www.ainvest.com/news/airbus-production-delivery-momentum-2025-strategic-window-investors-2508/
[2] https://simpleflying.com/boeing-seeks-faa-production-cap-increase-737-max-10-development-2026/