Paris, September 6 - Airbus, the European aerospace giant, reported a 3% decline in aircraft deliveries for the first eight months of 2025, totaling 434 jets compared to the same period in 2024. This drop, confirmed by a Reuters report, comes as the company navigates persistent supply chain challenges, including engine and seat delays, which have impacted production timelines. In August alone, Airbus delivered 61 aircraft, a notable increase from the 47 jets handed over in August 2024, but not enough to offset earlier shortfalls. The company’s delivery performance is critical, as it directly influences revenue, cash flow, and airline growth plans globally. Despite the year-to-date decline, Airbus remains optimistic about achieving its ambitious annual target of 820 deliveries, a 7% increase from the 766 jets delivered in 2024. To meet this goal, Airbus must significantly ramp up production, averaging around 96.5 aircraft per month from September to December, a pace that would surpass its previous record set in 2018.
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The aerospace industry has faced ongoing turbulence since the pandemic, with supply chain bottlenecks continuing to hinder production for major manufacturers like Airbus. Engine shortages, particularly after a deal with supplier CFM to prioritize deliveries in late 2024, left Airbus with reduced availability earlier this year, contributing to a slow start with only 65 jets delivered in January and February, an 18% drop year-on-year. Additionally, delays in cabin equipment, such as seats, have further complicated efforts to meet demand. These challenges have put pressure on Airbus to streamline operations and secure critical components to maintain its position as the world’s largest planemaker. Despite these hurdles, Airbus reported a robust order book, securing 600 gross orders by August 2025, or 504 net orders after cancellations, including a significant 90-jet order from Irish lessor Avolon and seven A350-1000s from an undisclosed customer.
Airbus’s delivery strategy hinges on a strong fourth quarter, a period when the company historically accelerates handovers to meet annual targets. Industry analysts note that achieving the 820-delivery goal requires Airbus to overcome supply chain constraints and deliver at a record pace, a feat described as challenging but feasible if engine and component supplies stabilize. The company’s backlog of 8,668 jets, predominantly A220 and A320neo family aircraft, underscores strong market demand and supports its long-term production outlook. However, external factors, such as recent U.S. tariffs on steel and aluminum, could further complicate supply chains, potentially increasing costs and delaying production timelines for both Airbus and its U.S. rival, Boeing. These tariffs, introduced in early 2025, have raised concerns across the aerospace sector about their impact on component availability and pricing.
Looking ahead, Airbus is focused on addressing these supply chain issues while maintaining its competitive edge in the commercial aviation market. The company’s ability to scale production in the final months of 2025 will be critical to meeting its delivery target and sustaining airline confidence. With a diverse portfolio, including the popular A320neo family and the long-haul A350, Airbus is well-positioned to capitalize on global demand for fuel-efficient aircraft. However, the success of its year-end push depends on resolving supply chain disruptions and navigating geopolitical challenges like tariffs. As Airbus aims to close the gap and achieve its 2025 goals, the aerospace industry will closely watch its progress, given its significant influence on global aviation trends and economic outcomes.