US Trade Commission Hands Bombardier Surprise Victory Over Boeing on CSeries Jet
In a stunning unanimous (4-0) decision Friday, the US International Trade Commission handed Canadian planemaker Bombardier a victory over Boeing, striking down punitive tariffs imposed by the US Department of Commerce on Bombardier's CSeries aircraft. No reasons were immediately released by the body, which is comprised of international trade experts, and is a quasi-judicial administrative entity that advises the US executive and legislative branch on trade matters.
Boeing had complained that the Canadian planemaker had taken advantage of government subsidies to price the CSeries below cost and unfairly win a huge 75-aircraft order from Delta Air Lines. This is the final verdict after almost a year of rulings and appeals on the matter.
In order to win, Bombardier needed at least three of the commission's four votes. A tied vote would mean that Boeing would prevail. A win for Boeing would have cemented a proposed 292% tariff for all CSeries aircraft sold to US customers — both past and future orders.
On the news, Bombardier's stock soared more than 15% on the Toronto stock exchange. Boeing's stock ended the day up slightly on Wall Street.
The biggest winner besides Bombardier and Airbus — which owns half of the CSeries program — is Delta. The US airline's 75-aircraft order is the largest CSeries order so far. It was this order that prompted Boeing's complaint.
In a statement, Delta noted that it was "pleased" by Commission's ruling "rejecting Boeing's anti-competitive attempt to deny US airlines and the US traveling public" the CSeries aircraft. Delta's statement points out that Boeing "offers no viable alternative."
Delta had previously stated that it wouldn't pay the tariffs, putting the future of the largest CSeries order and possibly of the program itself in jeopardy. But, today's ruling doesn't just mean that Delta will keep this order. Three other US airlines — JetBlue, Spirit and Sun Country — all wrote the US Trade Commission to express support for Bombardier. Since this is a move that could ice relations with Boeing, doing so would indicate a strong interest by these airlines in also purchasing CSeries aircraft.
In a press release Friday, Bombardier said: "Today's decision is a victory for innovation, competition, and the rule of law. It is also a victory for US airlines and the US traveling public."
For its part, predictably Boeing said it was "disappointed that the ITC did not recognize the harm that Boeing has suffered from the billions of dollars in illegal government subsidies that the Department of Commerce found Bombardier received and used to dump aircraft in the U.S. small single-aisle airplane market."
Now, we will have to wait to see how quickly Bombardier starts delivering CSeries aircraft to Delta. Along with the announcement that Airbus was acquiring half of the CSeries project, it was announced that Airbus would open a new $300 million assembly line in Mobile, Alabama, to produce CSeries aircraft for US customers. However, Airbus wisely waited for this final decision before starting construction on the assembly line.
Now, it'll be interesting to see if this additional manufacturing line comes to fruition or if that was just a negotiation tactic. Or perhaps Bombardier will begin producing CSeries aircraft for Delta in its Canadian manufacturing facility while the second line is built.
The CSeries aircraft are state of the art airliners. Plagued by program delays and with tepid interest from airlines, the CS100 and CS300 jets badly needed a big order, and Delta's acquisition of the aircraft provided a much-needed shot in the arm for the program. Having put the potentially devastating tariff issue to bed, Bombardier's single-aisle jet will be much more attractive for US domestic carriers.
The ITC now will submit an opinion and report to the Department of Commerce by February 13. A public version of the opinion/report is expected to be available by March 2.
Mike Arnot contributed reporting for this story.
TPG featured card
at American Express's secure site
Terms & restrictions apply. See rates & fees.
| 3X | Earn 3X Miles on Delta purchases. |
| 1X | Earn 1X Miles on all other eligible purchases. |
Pros
- Delta SkyClub access when flying Delta
- Annual companion ticket for travel on Delta (upon renewal)
- Ability to earn MQDs through spending
- Various statement credits for eligible purchases
Cons
- Steep annual fee of $650
- Other Delta cobranded cards offer superior earning categories
- Earn 100,000 Bonus Miles after you spend $6,000 or more in purchases with your new Card within the first 6 months of Card Membership and an additional 25,000 bonus miles after you make an additional $3,000 in purchases on the Card within your first 6 months, starting from the date that your account is opened. Offer Ends 04/01/2026.
- Delta SkyMiles® Reserve American Express Card Members receive 15 Visits per Medallion® Year to the Delta Sky Club® when flying Delta and can unlock an unlimited number of Visits after spending $75,000 in purchases on your Card in a calendar year. Plus, you’ll receive four One-Time Guest Passes each Medallion Year so you can share the experience with family and friends when traveling Delta together.
- Enjoy complimentary access to The Centurion® Lounge in the U.S. and select international locations (as set forth on the Centurion Lounge Website), Sidecar by The Centurion® Lounge in the U.S. (see the Centurion Lounge Website for more information on Sidecar by The Centurion® Lounge availability), and Escape Lounges when flying on a Delta flight booked with the Delta SkyMiles® Reserve American Express Card. § To access Sidecar by The Centurion® Lounge, Card Members must arrive within 90 minutes of their departing flight (including layovers). To access The Centurion® Lounge, Card Members must arrive within 3 hours of their departing flight. Effective July 8, 2026, during a layover, Card Members must arrive within 5 hours of the connecting flight.
- Receive $2,500 Medallion® Qualification Dollars with MQD Headstart each Medallion Qualification Year and earn $1 MQD for each $10 in purchases on your Delta SkyMiles® Reserve American Express Card with MQD Boost to get closer to Status next Medallion Year.
- Enjoy a Companion Certificate on a Delta First, Delta Comfort, or Delta Main round-trip flight to select destinations each year after renewal of your Card. The Companion Certificate requires payment of government-imposed taxes and fees of between $22 and $250 (for itineraries with up to four flight segments). Baggage charges and other restrictions apply. Delta Basic experiences are not eligible for this benefit.
- $240 Resy Credit: When you use your Delta SkyMiles® Reserve American Express Card for eligible purchases with U.S. Resy restaurants, you can earn up to $20 each month in statement credits. Enrollment required.
- $120 Rideshare Credit: Earn up to $10 back in statement credits each month after you use your Delta SkyMiles® Reserve American Express Card to pay for U.S. rideshare purchases with select providers. Enrollment required.
- Delta SkyMiles® Reserve American Express Card Members get 15% off when using miles to book Award Travel on Delta flights through delta.com and the Fly Delta app. Discount not applicable to partner-operated flights or to taxes and fees.
- With your Delta SkyMiles® Reserve American Express Card, receive upgrade priority over others with the same Medallion tier, product and fare experience purchased, and Million Miler milestone when you fly with Delta.
- Earn 3X Miles on Delta purchases and earn 1X Miles on all other eligible purchases.
- No Foreign Transaction Fees. Enjoy international travel without additional fees on purchases made abroad.
- $650 Annual Fee.
- Apply with confidence. Know if you're approved for a Card with no impact to your credit score. If you're approved and you choose to accept this Card, your credit score may be impacted.
- Terms Apply.
- See Rates & Fees