Stock Markets July 23, 2026 09:29 AM

Boeing Tops Airbus in Farnborough Orders as Manufacturers Grapple with Backlogs

Combined orders fall short of bullish forecasts as supply chain and production constraints persist

By Leila Farooq
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At the Farnborough Airshow this week, Boeing secured 173 aircraft orders while Airbus booked 154, producing a combined total of 327 jets—well below some market forecasts. Major lessor SMBC Aviation Capital placed the largest single commercial order, splitting 200 single-aisle jets evenly between the two manufacturers. After excluding orders already recorded in manufacturers' books, the net new order count was 218. Both planemakers continue to work through extensive backlogs driven by supply chain, labor and manufacturing challenges.

Boeing Tops Airbus in Farnborough Orders as Manufacturers Grapple with Backlogs
BA AIR SMFG AER EMBJ
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Key Points

  • Boeing recorded 173 orders at Farnborough, while Airbus logged 154, for a combined 327 aircraft.
  • SMBC Aviation Capital placed the largest commercial order at the show - 200 single-aisle jets split 100/100 between Boeing 737 MAX and Airbus A320neo-family aircraft.
  • After removing deals already recorded in manufacturer order books, the net new order count at the show was 218; additional orders included widebody purchases from Riyadh Air and Philippine Airlines, AerCap additions of Boeing 787s, and Embraer orders for 50 planes including 20 freighters.

The Farnborough Airshow produced a clear winner by headline order count: Boeing recorded 173 orders during the event, compared with Airbus's 154. Together the two firms accounted for 327 aircraft orders, a figure that fell short of several external forecasts that had expected as many as 800 sales and was modestly above industry expectations of just over 300.

Leading the show's commercial deals, SMBC Aviation Capital - the world's second-largest lessor - placed the week's largest order, committing to 200 single-aisle jets split evenly between the manufacturers. The order comprises 100 Boeing 737 MAX aircraft and 100 members of the Airbus A320neo family.

Manufacturers and market watchers also adjusted the headline numbers to reflect transactions that had already been entered into manufacturer order books without named customers. After removing those previously recorded deals, including Boeing's portion of the lessor order, the net tally of newly recorded aircraft at Farnborough stood at 218.

Compared with the prior Farnborough event in 2024 the order count represents a small increase, but it remains far from the 2018 high-water mark when 1,109 orders were logged for the two planemakers. Both Airbus and Boeing continue to carry order backlogs that extend into the next decade, driven by years of supply chain disruptions, labor shortages and manufacturing setbacks that have constrained deliveries.

Other transactions announced at the show underscore continued demand across aircraft categories. Widebody orders were recorded by both manufacturers from carriers including Riyadh Air and Philippine Airlines. Lessors also added to existing commitments, with AerCap acquiring additional Boeing 787s. On the regional side, Embraer reported orders for 50 aircraft, of which 20 were freighters.

The Farnborough order flow highlights the gap between market optimism for large-scale deal activity and the practical limits imposed by current production capacity. While headline figures offered a sign of continued commercial interest, the adjustments to net new orders and the persistent delivery backlog reflect the operational constraints that are shaping the market.


Contextual note: The figures cited here are those reported in connection with the Farnborough Airshow this week and account for manufacturer-reported orders and adjustments for previously recorded deals.

Risks

  • Persistent supply chain disruptions may continue to delay deliveries and extend manufacturers' order backlogs, affecting aerospace manufacturing and airline fleet plans.
  • Labor shortages and manufacturing setbacks pose ongoing risks to ramping production, influencing capital expenditure schedules and lessor deployment timelines.
  • Headline order totals can be overstated if previously recorded or unnamed-buyer deals are included, complicating market assessments for investors and equipment lessors.

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