The chairman and founder of ACMI and wet-lease provider, Avia Solutions Group, believes Boeing will be “back meeting delivery demand” for commercial aircraft by 2030.
Gediminas Ziemelis made the comments after visiting Boeing’s facilities in Seattle, officially signing the company’s order for up to 80 737 MAX 8 planes, that was placed in November 2024.
The company's order is split between 40 firm aircraft and 40 options.
“I’ve seen first-hand as a customer that Boeing is turning the corner on its production issues,” said Ziemelis. “I anticipate a gradual return to 2018 production levels from both Airbus and Boeing as we progress through the rest of the decade.”
He added that believes 2026 will be the last year that the industry will be impacted by missed deliveries, stating that he expects both OEM’s to have resumed normal operations by 2030.
Both Airbus and Boeing have encountered significant supply chain disruptions since the pandemic, hindering their ability to build on their 2018 delivery records. Boeing delivered just 348 jets in 2024, leaving it with a total backlog of over 5,500 unfilled orders. Airbus managed to deliver 776 aircraft in 2024, four below its official target.
“The more vocal critics of Airbus and Boeing are likely being opportunistic, seeking to leverage current challenges for better deals," Ziemelis noted. "When we placed our inaugural direct order with Boeing last year, we did so based on our confidence in the aircraft and the company. This conviction remains unwavering,”
The ACMI provider expects deliveries for its aircraft order to start in 2030. The group currently operates a fleet of 220 aircraft, including 14 737-8s.