How is Airbus vs Boeing: The 2026 Delivery Gap constructed?
Published by Deepstory Research as the methodology attached to Airbus vs Boeing: The 2026 Delivery Gap. Scope and source attribution are bounded by that Evidence Brief.
Procedure and scope
Deliveries and net orders are taken from each manufacturer’s own monthly orders-and-deliveries disclosure for the period January to June 2026, cross-checked against Forecast International’s monthly summary. Net orders are gross orders less cancellations, as each company defines them — the definitions are consistent between the two, so the comparison holds. Airbus Q2 revenue and adjusted operating profit are as reported in the H1 2026 results. "Adjusted" excludes items Airbus identifies as non-recurring; it is not an IFRS measure. CAVEAT: delivery counts are a production-rate measure, not a demand measure. Boeing’s smaller delivery number reflects rate recovery constraints rather than a shortfall of orders in hand. Scout run: Trending_Candidates/2026-08-06.md. Re-verified 2026-08-10.
Known failure modes and limits
- Backlog composition or delivery-slot dates.
- Boeing financials — only Airbus Q2 is seeded.
- Whether orders convert; letters of intent and firm orders differ in this sector as they do in evtol-air-mobility.