Boeing $BA ( ▲ 3.16% ) delivered 44 jets in November. That is a 17 percent drop from October but still a huge improvement from the 13 jets it managed a year ago during its machinists’ strike.
The company also closed its $4.7 billion acquisition of Spirit AeroSystems this week, pulling a major supplier back in-house. Through the first eleven months of 2025, Boeing has delivered 537 jets, far ahead of the 348 it delivered over the same stretch last year. Management says the recovery is “in full force” and continues to target positive free cash flow in 2026.
Over in Europe, Airbus $EADSY ( ▲ 1.27% ) widened its annual delivery lead. It handed 72 jets to customers in November and has delivered 657 so far this year. Even so, Airbus recently trimmed its 2025 delivery goal to 790 from 820 due to ongoing quality issues.
The transatlantic scorecard remains unchanged. Boeing is climbing out of its hole, but Airbus is still comfortably in front.