FMP
Jun 19, 2025 11:04 AM - Parth Sanghvi
Image credit: Géraud Gordias
Most deals at this year's Paris Air Show have gone to Airbus, as Boeing's presence was muted by last week's deadly Air India 787 crash.
Airbus Orders: Secured 148 firm orders worth $14.2 billion plus 102 provisionals at $6.7 billion, including a landmark 10‑jet deal with Taiwan's Starlux Airlines.
Boeing Activity: No new orders announced—analysts at RBC Capital Markets noted this was “not surprising” given the recent Dreamliner crash and prior safety concerns.
Airbus's commercial success contrasts sharply with Boeing's cautious stance amid an industry still reeling from the Air India Flight 171 tragedy, which killed at least 270.
As investors reassess aerospace equities, valuations and credit strength remain key:
Sector Valuation: Compare aerospace & defense P/E ratios against the broader market via the Sector PE Ratio Market Overview API. sector-pe-ratio
Airbus Credit Rating: Review Airbus's investment‑grade standing and debt metrics through the Company Rating & Information API. company-rating
Day‑Two Trade Visits: Expect further order announcements, especially from less‑news‑sensitive OEMs.
Safety Dialogues: OEMs and regulators will likely focus on flight‑safety panels and certification updates.
Geopolitical Factors: U.S. tariffs and Middle East tensions could influence deal flows, particularly for military and freighter variants.
Airbus's strong showing at Le Bourget underscores its production resilience and customer confidence, while Boeing faces an uphill task to rebuild trust and secure new orders in the coming days.
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