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April 14, 2025

Boeing Tops Q1 Delivery Forecasts… But Faces New Threats

Aircraft Deliveries Could Be Stalled by Political and Supply Chain Pressures

Boeing delivered 130 commercial jets in the first quarter of 2025, surpassing analyst expectations and marking a sharp rebound from the same period last year. The company also handed over 26 defense and space systems, also ahead of forecasts. Still, challenges remain as the threat of a new trade conflict evolves.

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Tariff Chaos Brings ‘Unprecedented Uncertainty’ to Jet Deliveries

Questionable Policies Could Stall Years-Old Plane Orders

Confusion regarding recent on-and-off tariff policies in the US has caused unintentional disruption to aircraft deliveries. With modern jets costing tens of millions, smacking new charges onto imports would put a significant strain on both manufacturers and operators.

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