Gotrade News - Boeing posted a massive rebound in commercial jet orders and deliveries throughout 2025, marking a serious turnaround after two rough years of production headaches. The surge has narrowed the gap with longtime rival Airbus, signaling that the company's recovery playbook is finally paying off.
According to The Daily Upside, Boeing locked in 1,173 net orders for commercial jets in 2025. That topped Airbus's 889 orders, handing Boeing its first order win in seven years.
Key Takeaways:
- Boeing delivered 600 jets in 2025, a sharp bounce from just 348 units in 2024 when deliveries plunged 35%
- U.S. government-backed export deals worth $215 billion went largely to Boeing and GE Aerospace
- Out of 26 analysts covering Boeing, 20 have slapped buy ratings on the stock
Bouncing Back From Rock Bottom
The 2025 numbers look even more impressive when stacked against what happened a year earlier. In 2024, Boeing's deliveries cratered 35% to just 348 units, dragged down by a drawn-out machinist strike and lingering production quality issues.
CEO Kelly Ortberg, who stepped in during 2024, wasted no time zeroing in on quality controls and supply chain coordination. One of his biggest moves was wrapping up the reacquisition of supplier Spirit AeroSystems, which came under heavy scrutiny after a door plug blew out mid-flight on an Alaska Airlines jet.
Once regulators were satisfied with the fixes on Boeing's assembly lines, the FAA lifted its restrictions. Deliveries jumped to 600 units in 2025, edging past analyst estimates of around 590.
Boeing is now gunning for a 10% bump in deliveries this year. Airbus, meanwhile, is targeting 870 units, which actually came in below the 880 analysts had penciled in.
The Geopolitics Tailwind and Stock Outlook
Boeing's comeback story isn't just about internal housekeeping. The Trump administration actively pushed jet sales through a string of trade-for-diplomacy deals throughout the year.
According to the U.S. Commerce Department, government-assisted foreign contracts nearly tripled in 2025, hitting $244 billion. Roughly $215 billion of that came from sales of Boeing planes and GE Aerospace engines.
The crown jewel was a whopping $96 billion deal with Qatar Airways. Boeing also inked over $30 billion in agreements with Vietnamese carriers last month.
On the stock side, Boeing shares have rallied 32.1% over the past 12 months. For context, Airbus's Paris-listed stock gained just 11.6% over the same stretch.
Airbus still holds the edge on backlog with 8,777 orders stacked up versus Boeing's 6,770. But the long-term runway looks solid for both. Airbus itself projects global demand for over 43,000 new aircraft over the next two decades, with passenger traffic growing at 3.6% annually.
Supply chain headaches remain a shared risk, though. Airbus had to slash its 2025 delivery target from 820 to 790 units after fuselage panel issues from supplier Sofitec, then trimmed its 2026 outlook because Pratt & Whitney couldn't keep up with engine deliveries.
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Reference:
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The Daily Upside, Boeing Regains Its Swagger in Heated Rivalry with Airbus. Accessed on March 2, 2026
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