On Wednesday, Airbus CEO Guillaume Faury acknowledged that Boeing might surpass them in the annual order race for the first time in six years, aided by settlements over U.S. tariff disputes.
Despite this, Airbus continues to lead in deliveries and outstanding orders, Faury informed France Inter. Boeing reported 908 net orders from January to November, supported by strong demand for its 787 long-haul jets, compared to Airbus’s 700.
“Being ahead in orders for five years has resulted in a significantly larger order backlog than our main competitor,” Faury shared on the French radio channel.
“However, it’s true that Boeing received support from the U.S. president in tariff negotiations, where aircraft orders became part of trade dispute resolutions.”
Analysts note that several airlines adjusted their Boeing orders to ease trade tensions with the U.S., especially in Asia.
U.S. industry representatives claim the 787’s popularity is due to its own merits, independent of trade issues. Meanwhile, Airbus excels in smaller jets, like the A321.
Although Airbus’s orders have slowed for months, Faury’s insights suggest a potential shift in new business rankings, even as Airbus is expected to keep its position as the top manufacturer by volume of deliveries.
In response to rumors of a significant order from China, Faury mentioned no imminent new orders for hundreds of jets, but noted progress on previous orders. Airbus confirmed China’s agreement to proceed with 120 previously ordered jets.
Industry insiders reveal Airbus aims for an order of up to 500 jets from China to achieve its internal targets, with China also negotiating a similar deal with Boeing.
Facing complex trade relations with the U.S. and Europe, China is likely to maintain a balanced approach to jet imports for growth, following years of lesser market presence.
China’s state buying agency did not comment. Faury reported the completion of a major software recall affecting 6,000 jets in the A320 family, including the A321, with only 4,000 needing fixes, now resolved, as he told France Inter.
