Aviation News – Allegiant Air has exercised options to purchase six additional Boeing 737-8 MAX aircraft under its 2021 purchase agreement with Boeing, with deliveries scheduled for 2028. The move strengthens the US low-cost carrier’s long-term fleet expansion plans and adds six aircraft to its existing commitment to the aircraft manufacturer. The airline announced the decision on Friday, October 23, 2026.

Aviation News – Aeroflot has signed an additional order for 90 MC-21-310 aircraft with the United Aircraft Corporation (UAC), expanding its commitment to Russia’s domestically produced passenger jet. The agreement, signed on 17 September 2026, brings the Russian national airline’s total MC-21 order book to 108 aircraft. The latest agreement builds on an earlier order placed by Aeroflot in 2023 for 18 MC-21 aircraft.

Aviation News – Lufthansa Group has approved the conversion of options for 20 Boeing 737-10 aircraft into a firm order, marking the airline group’s first commitment to the largest variant of the 737 MAX family. Deliveries are scheduled to begin in the early 2030s, supporting the group’s long-term fleet renewal plans. The Lufthansa Group supervisory board approved the order on September 17, 2026.

AviationNews – European aerospace giant Airbus has reported robust commercial activity for August, securing 46 new aircraft orders and delivering 47 jets to 31 customers worldwide. This performance underscores sustained global airline demand for fleet modernization despite ongoing supply chain constraints across the aerospace manufacturing sector. In its latest monthly commercial aircraft summary, Airbus detailed a solid mix of narrowbody and widebody transactions.

Ryanair threatens to cancel $30B Boeing order over U.S. tariffs, signaling possible shift to Chinese rival COMAC amid global...

Summary Boeing led in 2025 net airplane orders by value and units, but Airbus retains a substantial cumulative order lead since 2019. Airbus dominated deliveries, particularly in single-aisle jets, with half its delivery lead over BA driven by the A220 program. Both BA and Airbus are trailing their post-pandemic delivery recovery curves, hampered by supply chain and production ramp-up challenges. I see robust demand and strong backlogs supporting a buy rating for both, with 2026 pivotal for supply chain and production alignment. Boeing (NYSE:BA) and Airbus (EADSF) have both reported their full year airplane order and delivery numbers. As expected, Airbus led the airplane deliveries leaderboard while Boeing ended up in the top spot More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Boeing led in 2025 net airplane orders by value and units, but Airbus retains a substantial cumulative order lead since 2019.

Summary Airbus continues strong stock performance, but the delivery profile remains a challenge. August 2025 saw 99 orders, mainly from Avolon, with no cancellations and a net order value of $7.4 billion, up year-over-year. Airbus delivered 61 jets in August, showing year-over-year improvement, but faces a steep ramp-up to meet its 820 annual delivery target. I remain bullish on EADSY as backlog supports higher production; delivery improvements are expected as engine supply issues ease. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » European jet maker Airbus SE (OTCPK:EADSF) (OTCPK:EADSY) stock is performing well, gaining nearly 60% over the past 12 months. However, the company, which has a huge backlog of over 8,700 airplanes, is facing some challenges ramping up More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Boeing and Airbus battle for dominance as wide-body demand, delivery rates, and supply chain woes shape the skies. Find out more on BA and EADSF stocks here.

Airbus has a strong aircraft order backlog of over 8,700 units, but supply chain constraints may challenge its 2025 delivery goals. Learn more on EADSY stock here.

Boeing outpaces Airbus in H1 2025 orders, while Airbus excels in deliveries. Explore industry insights and future prospects for both aviation giants.

Discover Airbus's strong aircraft order backlog of over 8,700 units, but learn why supply chain constraints may challenge its 2025 delivery goals.

Airbus SE deliveries remain low, but the backlog supports sustained growth in deliveries for years to come. Click here to find out why EADSY stock is a Buy.

Boeing's recent orders from IAG and Qatar Airways highlight its strong position. Read how these orders and others frame the larger discussion around trade.

Kelly Ortberg signals additional orders likely after nearly decade-long freeze in Chinese narrowbody sales

EVIO Inc. has formally launched its EVIO 810 hybrid-electric regional aircraft program, announcing 450 conditional pre-orders and a planned entry into service

The Lybian carrier Buraq Air signed a Memorandum of Understanding (MoU) in Dubai to acquire 10 A320neo family aircraft, establishing itself as a new Airbus

Two COMAC C919 passenger jets arrived at Dubai’s Al Maktoum International Airport on November 10, marking the type’s first appearance in the

Vietnam Airlines has launched a process to receive indicative offers for up to 30 widebody aircraft, considering both the Airbus A350-900 and the Boeing 787-9.

US President Donald Trump and Turkish President Recep Tayyip Erdogan are expected to announce a substantial order of commercial and military aircraft during

Air Cambodia has signed an agreement to acquire 10 COMAC C909 jets, with additional letters of intent for 10 more units, according to Chinese state media. The

Airbus et Boeing viennent de publier des études sur le marché asiatique. Sans surprise la croissance sera dans cette zone…