Boeing $BA ( ▲ 1.98% ) is finally putting real numbers behind its recovery narrative.
Shares climbed more than 2% Tuesday after the plane maker reported 160 commercial jet deliveries in Q4, bringing its full-year 2025 total to 600 deliveries. That marks a 72% jump from 2024, when Boeing delivered just 348 jets in a year defined by safety probes and a lengthy strike.
A Big Bounce, But Boeing Still Trails Airbus
Even with the rebound, Boeing is still playing catch-up to its European rival Airbus $EADSY ( ▲ 1.59% ) .
Airbus delivered 793 commercial jets for the year, meaning Boeing trailed by 193 jets in 2025. That’s still the seventh straight year Boeing has been out-delivered.
The Gap Is Narrowing (Slightly)
The one positive: Boeing is losing by less.
The 193-plane gap in 2025 is an improvement from 2023, when Boeing delivered 207 fewer jets than Airbus.
Not a victory lap yet, but compared to the “dumpster fire era” of 2024, it’s meaningful progress.
Bottom line: Boeing $BA ( ▲ 1.98% ) deliveries are clearly snapping back, and investors are rewarding any evidence that the company’s operational recovery is real, even if Airbus is still comfortably ahead.