CA - A Tale Of Two Titans: Airbus Takes Center Stage As Boeing Faces Hard Times

2024-05-12 13:48:49 ET

Summary

• Airbus has a better chance to gain market share due to Boeing's recent troubles.
• Supply chain woes, rising costs, and geopolitical uncertainty are challenges for Airbus in the short term.
• The silver lining of the uncertain times is that it could be much more harder for Boeing than for airbus to navigate them.

Airbus ( EADSY ) and Boeing ( BA ) have been competing in the epic duopoly of the airline industry for a while. Both companies had problems after the rough time of the pandemic, and Boeing's troubles might be the perfect time for Airbus to edge up an advantage that could radically change the market. ...

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