Boeing Eyes a Turnaround Though Airbus Retains a Stronger Delivery Pipeline

Boeing (NYSE: BA) is set for a strong rebound in 2025 following a turbulent 2024, with analysts projecting a +28% year-on-year increase in revenue, according to Visible Alpha consensus. The U.S. aerospace giant is expected to boost commercial aircraft deliveries by +60%, reaching 557 units—a sharp reversal from the -37% decline recorded last year.

With revenues forecast to hit $85 billion, Boeing is on track to outpace Airbus (EPA: AIR) after a challenging year marked by quality control issues, mounting debt, production delays, labor disputes, and increased regulatory scrutiny. While the two manufacturers have historically been in a tight race, Boeing held a revenue lead over Airbus from 2021 to 2023. Analysts now anticipate Boeing reclaiming its revenue dominance in 2025, buoyed by double-digit growth, compared to more tempered expectations for its European rival.