Boeing and Airbus Prepare for Next Narrow-Body Battle, but Airlines Aren't Pushing for New Jets Yet
Boeing and Airbus are beginning to plan their next-generation narrow-body aircraft, but both CEOs acknowledge that airlines and investors remain focused on current production, deliveries, and supply chain stability rather than new programs. Boeing CEO Kelly Ortberg stated the company needs a couple more years to rebuild finances before launching a new jet, while Airbus CEO Guillaume Faury targets a program launch around 2030 with entry into service in the second half of the 2030s. Both manufacturers face production bottlenecks: Boeing is recovering from quality issues and a 2024 fuselage door plug incident, while Airbus has adjusted production plans due to engine availability. Analysts note that investors prioritize Boeing's 737 Max and 787 production ramp-up, certification of Max 7 and Max 10, and cash generation over new aircraft programs.
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