Airbus GMF 2026–2045 vs Boeing CMO: trends and strategy

Airbus forecasts 42,060 new aircraft needed by 2045, a 1% drop from last year, driven by 3.9% annual traffic growth and fleet renewal. Single-aisle jets will dominate at 81% of deliveries, while the global fleet nearly doubles to 45,550 units. By 2045, nearly 100% of aircraft will be new-generation models, replacing aging fleets to support decarbonisation via Sustainable Aviation Fuel. Asia-Pacific, especially China and India, leads demand growth amid urbanisation and middle-class expansion. Boeing’s CMO aligns closely, projecting 43,600 aircraft, with both duopoly players emphasizing point-to-point connectivity over traditional trunk routes despite geopolitical and tariff pressures.