Airbus Navigates Supply Chain Challenges to Meet Annual Delivery Target

In November, Airbus confirmed the delivery of 64 aircraft, marking a 6% decrease compared to the same month in 2022, bringing the total deliveries for the year to 623 units. To meet its annual target of 720 deliveries, Airbus needs to deliver an estimated 97 aircraft in December, a goal that analysts consider achievable. 


This compares to an average of 93 deliveries in December over the past three years, or an average of 131 units in December in the three years preceding the pandemic when supply chains were more efficient. Airbus advanced its monthly operational bulletin by a day following an earlier report by Reuters on the delivery numbers. 

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Analysts have noted that Airbus' annual delivery target appears increasingly attainable, despite the company missing and eventually abandoning such a target last year due to supply chain issues. However, Airbus CEO Guillaume Faury stated last week that supply chains continue to pose challenges.

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So far this year, Airbus has secured 1,512 orders, or a net total of 1,395 after cancellations. The net orders for November included previously announced business at the Dubai Airshow and from SMBC Aviation Capital, as well as a cancellation of an A230neo order by Kuwaiti lessor Alafaco, which was announced on the Kuwait stock exchange last month. The data for November also reflected a reshuffling of several aircraft orders between airline group IAG and two of its subsidiaries, British Airways and Aer Lingus.

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