Boeing's valuation is rising following major defense and commercial contract wins, signaling potential future growth. Meanwhile, Airbus faces significant setbacks with a major safety recall affecting over half of its A320 fleet due to a flight-control software issue, along with a new quality defect on fuselage panels from a key supplier. Airbus's delivery schedule is under pressure as it aims to meet an ambitious target of over 800 jet deliveries by year-end, but safety and manufacturing issues threaten this goal. Despite these challenges, Boeing has resumed delivering more than 50 jets in October, indicating stabilization after years of production and regulatory hurdles. This steady output could position Boeing as a fallback option for airlines facing Airbus delays, potentially shifting industry dynamics in 2025. Conversely, Boeing's shares have experienced a decline amid broader sector trends, though the company's recent performance suggests a resilient industry position.