• 2026 airliner deliveries expected to be 4% lower than 2018.
• Airbus and Boeing production rates still below pre-pandemic highs.
• 1,686 commercial aircraft deliveries forecasted for 2026.
• Production rates not expected to return to 2018 levels until 2027 at the earliest.

The forecasted delivery shortfall may indicate ongoing supply chain challenges and production rate issues for Airbus and Boeing, which could impact their competitive positioning and revenue growth. The delayed return to pre-pandemic production levels suggests a prolonged recovery period for the commercial aviation industry.