For the first time in nearly two years, American aerospace giant Boeing $BA has delivered more aircraft than its European rival Airbus SE $AIR.PA. This milestone marks an encouraging shift for Boeing, a company that has grappled with prolonged strikes, logistical disruptions, and the lingering effects of the pandemic.

In January 2025, Boeing handed over 45 aircraft to customers, 40 of which were 737 Max models. By contrast, Airbus managed to deliver only 25 aircraft in the same month. This represents Boeing’s first monthly victory over Airbus since March 2023, signaling potential recovery in the highly competitive commercial aviation sector.

Boeing’s Path to Success

1. Increased Production Capacity. Following years of operational setbacks, Boeing has managed to regain its footing in production. Labor strikes, once a significant obstacle, no longer impede the company, thereby enabling it to fulfill orders at a quicker pace.

2. Demand for the Boeing 737 Max. The bulk of Boeing’s January deliveries - a full 40 out of 45 - were 737 Max aircraft. This narrow-body jet continues to draw strong interest from airlines due to its fuel efficiency and advanced technology. Boeing's ongoing efforts to restore confidence in the 737 Max have also played a pivotal role in the company’s recent achievements.

3. Resilient Demand for Narrow-Body Aircraft. As global aviation gradually recovers, airlines are predominantly seeking narrow-body aircraft suited for short- and medium-haul routes. Within this key market segment, Boeing's 737 Max has emerged as a favored choice, giving the company an edge in meeting current customer needs.

Key Comparisons from January

To better understand the dynamics between Boeing and Airbus, here are some notable data points:

Boeing

• Delivered 45 aircraft, including 40 units of the 737 Max.

• Achieved its first monthly lead over Airbus since March 2023.

Airbus

• Delivered 25 aircraft to customers.

• Continued focus on scaling production of the A320neo family.

The competitive landscape between these two aerospace giants remains dynamic. While Boeing has demonstrated its ability to rebound from a turbulent period, the sustainability of its newfound momentum is yet to be proven. Nonetheless, both Boeing and Airbus are well-positioned to benefit from the continued recovery of the aviation industry.