Boeing Delivery Setbacks Contrast with Rising Industry Confidence
Boeing shares slid 2.78% to $200.54 as November delivery figures revealed unexpected slowdowns, creating tension between operational challenges and improving sentiment among airline executives. The International Air Transport Association's latest assessment adds complexity—while Airbus grapples with supply chain skepticism, Boeing appears to be regaining trust in its delivery capabilities.
IATA Director General Willie Walsh observed a notable shift: airlines now view Boeing's execution as increasingly reliable despite production bottlenecks. This confidence translated into 164 new orders last month, even as delivery timelines stretch across the industry. The dichotomy highlights aviation's current reality—record profitability projections for 2026 coexist with persistent manufacturing constraints.
