Iran War Has Airlines Reviewing Growth Plans as Fuel Surges

Until last month, airlines couldn’t get new aircraft fast enough, with both Airbus SE and Boeing Co. struggling to keep up with surging demand.

The 10-day war in Iran has upended that outlook, as carriers weigh the implications on travel demand, the cost of fuel and their ability to navigate hostile skies. Planemakers and aircraft leasing firms are worried that some of their customers may push back deals, according to people familiar with the matter.