Airbus had a way better 2024 than Boeing after delivering 766 commercial aircraft

Airbus Performance and Market Position - Airbus finished the year with a backlog of 8,658 aircraft, significantly higher than Boeing's 5,499 as of November [1] - Airbus delivered 766 commercial aircraft in 2024, four short of its revised target of 770, down from an initial target of 800 due to supply-chain constraints [3][8] - Airbus likely delivered about twice as many planes as Boeing, which delivered 318 jets by the end of November [2][3] - Airbus' share price rose 14% in 2024, while Boeing's stock fell 31%, making Boeing the biggest loser in the Dow Jones Industrial Average [4] Boeing's Challenges and Market Position - Boeing delivered 318 jets by the end of November, significantly fewer than Airbus [2] - Despite its struggles, Boeing's market cap remains around $128 billion, nearly the same as Airbus' [7] Supply Chain and Production Issues - Airbus faced persistent supply chain issues, particularly in engines, aerostructures, and cabin equipment, leading to a reduction in its 2024 delivery target from 800 to 770 planes [5] - Airbus delayed plans to increase production of the A320neo family due to these supply chain challenges [5] - Airbus managed to reach its delivery target with a strong end-of-year push, delivering 123 planes in December compared to an average of 58 in the preceding 11 months [6] Future Outlook and Analyst Predictions - Airbus is set to provide guidance for 2025 deliveries when it reports earnings next month, with Bank of America analysts expecting the guidance to be between 800 and 810 planes [6] - Bank of America is bullish on Airbus, naming it one of its 25 stocks for 2025 [9] - Airbus' primary focus is expected to be on its integration with Spirit AeroSystems, aiming to stabilize fuselage production [9]