Summary

Trump's tariff wars may harm Boeing more than Airbus as Washington imposes 25% tariffs on imports from Canada and Mexico and 20% on Chinese goods.

Boeing faces challenges passing on price increases while risking loss in the Chinese market. The aviation sector, dependent on international supply chains, will be impacted, with Boeing already struggling after losing nearly $1 billion monthly in 2024.

Trump's threatened 25% tariff on EU goods could trigger retaliation. Unlike Boeing, Airbus has U.S. manufacturing facilities providing partial shelter from tariffs.

Industry groups warn these measures will disrupt complex global supply chains, with Boeing's stock falling 6.5% while Airbus rose 3%.