- Airbus (OTC: EADSY), a dominant force in the global aerospace industry, is outperforming its main competitor, Boeing (NYSE: BA), in commercial aircraft orders.
- Investment firm Morgan Stanley (NYSE: MS) maintains an “Overweight” stock rating on Airbus stock, signaling strong confidence and an increased price target.
- Despite a substantial order backlog, Airbus faces significant production challenges and relies heavily on its supply chain, including key partners like GE Aerospace (NYSE: GE) and RTX Corp (NYSE: RTX), to meet ambitious delivery targets.
Airbus (OTC: EADSY) is a global leader in the aerospace industry, primarily known for designing, manufacturing, and selling commercial aircraft. The company operates in a duopoly, with its main competitor being the American firm Boeing (NYSE: BA). Both companies compete for large airline orders, making their performance a key indicator of the health of the global aviation market.
On August 14, 2026, investment firm Morgan Stanley (NYSE: MS) confirmed its “Overweight” stock rating for Airbus. An “Overweight” rating suggests the firm expects the stock to perform better than its industry peers. At that time, the stock price was $62.36. Morgan Stanley also increased its price target for the company from €227.00 to €255.00.
This positive outlook is supported by strong market performance. As highlighted by a Seeking Alpha report, Airbus is leading its rival Boeing in both orders and deliveries. In the first half of 2026, Airbus secured 821 net orders compared to Boeing’s 408, resulting in a significant $12.60 billion order value lead for the European manufacturer.
Despite a large backlog of customer orders, the company faces production challenges. Through July 2026, Airbus delivered 418 aircraft. To meet its annual target of approximately 870 planes, it must increase its delivery rate to an average of 90 per month for the rest of the year, as indicated by company data.
This required production increase highlights the company’s dependence on its supply chain. Engine suppliers like GE Aerospace (NYSE: GE) and RTX Corp (NYSE: RTX) are critical for Airbus to turn its substantial order book into actual deliveries. The stock is currently trading at $62.40, with a market capitalization of about $196.48 billion.
