Sources in the aviation industry have revealed that airlines have been notified by Airbus of further delays in aircraft deliveries, affecting certain deliveries that had been planned for the latter part of 2024 and some portions of 2025.
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These delays are due to ongoing supply chain issues, and Airbus is currently in constant communication with its customers to keep them updated on the situation. However, Airbus has declined to comment on the delivery planning, stating that it continues to operate in a complex environment.
In January of this year, Airbus experienced a 50% increase in the number of aircraft deliveries compared to the same month last year, despite being impacted by parts shortages and industrial bottlenecks. Despite this, the supply of engines and other components remains relatively tight, and the shortage of aircraft necessary to meet the upsurge in demand may remain for some years, according to speakers at the Airline Economics conference held last week in Dublin.
According to Steven Udvar-Hazy, Executive Chairman of Air Lease, many single-aisle aircraft from both Airbus and Boeing are already delayed by one year, nine months, or eight months, which is becoming more common in the industry today. In 2021, Airbus managed to exceed its delivery target by delivering 735 aircraft to airlines and leasing companies. Jefferies analysts predict that the European aerospace corporation will aim to deliver approximately 800 aircraft in 2024 when it releases its results on February 15.
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