Boeing Co (NYSE:BA) and Airbus SE (OTC:EADSY) have no shortage of customers waiting for new planes. The harder part is building enough of them.
Airbus delivered 418 aircraft through July, including 67 in July alone, but still needs to average roughly 90 deliveries a month for the rest of 2026 to reach its annual target of about 870 aircraft. Boeing is also working through a massive commercial backlog as it ramps production.
