Airbus Delivers Record 735 Commercial Aircraft In 2023, Outperforming Boeing
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Airbus SE delivered a record 735 commercial aircraft in 2023, an 11% increase from 2022, with 2,319 gross orders. Boeing Company, on the other hand, delivered 528 aircraft and secured 1,314 net new orders in 2023. Boeing's shares have been declining since the Alaska Air Group incident. Airbus' new orders include 18 A350-1000s and 15 A321neos from EVA Air, and 20 A350-1000s with options for 20 more from Delta Air Lines. Airbus shares (EADSY) rose by 2.36% to $40.78 recently.
January 12, 2024 | 5:42 pm
News sentiment analysis
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NEGATIVE IMPACT
Alaska Air Group's recent incident has negatively impacted Boeing's share price, as the market reacts to the news.
The incident involving Alaska Air Group has had a knock-on effect on Boeing's stock, suggesting a negative short-term impact for Alaska Air Group as well.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Boeing Company's shares have been declining following the Alaska Air Group incident, despite delivering 528 aircraft and securing 1,314 net new orders in 2023.
The negative sentiment from the Alaska Air Group incident and the comparison to Airbus' higher delivery numbers could lead to a negative short-term impact on Boeing's stock price.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 80
POSITIVE IMPACT
Delta Air Lines has placed an order for 20 A350-1000s from Airbus, with options for 20 additional aircraft, indicating a strong partnership and potential growth.
Delta's significant order from Airbus could be seen as a vote of confidence in its future growth, potentially having a positive short-term impact on its stock.
CONFIDENCE 80
IMPORTANCE 65
RELEVANCE 70
POSITIVE IMPACT
Airbus SE delivered a record number of aircraft in 2023 and secured significant new orders, including a recent deal with Delta Air Lines for 20 A350-1000s.
The record deliveries and new orders, especially the recent deal with Delta, are likely to boost investor confidence and could lead to a positive short-term impact on Airbus' stock price.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100