Airbus chief executive Guillaume Faury has acknowledged that Boeing is likely to overtake the European manufacturer in this year’s aircraft order race for the first time in six years, as trade-driven deals and strong demand for the 787 bolster the U.S. planemaker.
Speaking to French radio station France Inter, Faury said Airbus still leads Boeing in aircraft deliveries and overall order backlog, but conceded that the tally of new business for 2025 is tilting in Boeing’s favour. Between January and November, Boeing logged 908 net orders after cancellations, compared with 700 for Airbus, helped by a surge in long-haul 787 sales.
Faury suggested that geopolitics have played a role in the shifting dynamics. He noted that Boeing “has been helped by the American president” in the context of tariff negotiations with several countries, where aircraft orders were used as part of broader trade dispute settlements. Those agreements, particularly in Asia, have encouraged some airlines to place or time Boeing orders to ease tensions with Washington.
While Boeing is currently enjoying strong momentum in the widebody market with the 787 Dreamliner, Airbus continues to dominate the single-aisle segment, led by the A321 family — a workhorse for high-density regional and medium-haul routes that are central to many airlines’ post-pandemic growth plans.
Despite lagging behind in new orders, Airbus is still expected to retain its position as the world’s largest aircraft manufacturer in 2025 thanks to a higher number of aircraft deliveries. The European plane-maker also has a significantly larger backlog after several years of leading the order race.
On China, Faury downplayed expectations of an imminent mega-deal for hundreds of new jets. Instead, he pointed to fresh progress on long-standing business, confirming that Beijing has now cleared the delivery of 120 previously ordered Airbus aircraft. Industry sources had indicated Airbus was hoping for an additional order of up to 500 jets from China, while the country is also in talks with Boeing over a similar package as it seeks to balance purchases between U.S. and European manufacturers.
With China managing complex trade relations with both the United States and Europe, analysts expect Beijing to spread its aircraft orders across both Airbus and Boeing to support future traffic growth while maintaining political and economic leverage.
Faury also confirmed that a major software recall affecting the A320 family, including the A321, has been completed. Although initial estimates suggested some 6,000 aircraft might require updates, the final number was closer to 4,000 jets, all of which have now been fixed, he said.
For airlines and travelers, the shifting order race between Airbus and Boeing will shape the future mix of aircraft in global fleets—affecting everything from cabin layouts and fuel efficiency to the long-haul and regional routes that power the world’s aviation and tourism networks.