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Airbus Delivers 60 Planes in March, Q1 Output Down 16% Year-on-Year

Airbus Delivers 60 Aircraft in March Amid Continued Production Challenges
Airbus reported the delivery of 60 commercial aircraft in March 2026, marking an improvement from the 40 jets delivered in February. However, this figure remains below the 71 aircraft delivered in March 2025. For the first quarter, Airbus delivered a total of 114 planes, representing a 16% decline compared to 136 deliveries during the same period last year.
This downturn is particularly notable given that Airbus was not recovering from a strong baseline. First-quarter deliveries in 2025 were already lower than in 2024, when the company delivered 142 aircraft. The production difficulties stem largely from persistent supply-chain disruptions, including issues with fuselage panels and delayed engine shipments. Compounding these challenges is a highly publicized dispute with engine supplier Pratt & Whitney over engine allocations, which has exacerbated shortages and hindered production schedules.
March Deliveries Show Improvement but Lag Behind Previous Year
March represented Airbus’s strongest month in 2026, following deliveries of 19 aircraft in January and 35 in February. Despite this monthly increase, deliveries for each month in 2026 have fallen short of their 2025 counterparts, resulting in an overall decline for the quarter. This is significant given that 2025 was already a difficult year for Airbus due to ongoing supply-chain constraints, particularly related to engine availability.
When viewed in a broader historical context, the decline is even more pronounced. First-quarter deliveries in 2026 are approximately 30% below Airbus’s record Q1 performance in 2019, prior to the pandemic, despite expanded production capacity since then. The current delivery rate is the weakest first quarter the company has experienced in nearly two decades, with the last comparable period being Q1 2007, when Airbus delivered 115 aircraft.
A320 Family Drives Delivery Shortfall
A detailed breakdown by aircraft family reveals that the primary weakness lies within the A320 family. While Airbus recorded modest increases in deliveries of the A220 and A350 models, these gains were offset by a significant decline in A320-family aircraft. Deliveries of the A319neo, A320neo, and A321neo combined fell from 106 in Q1 2025 to 81 in Q1 2026, a reduction of 25 aircraft or roughly 24%.
The ongoing engine supply issues with Pratt & Whitney have been a critical factor in this decline. Airbus has repeatedly highlighted “very, very late” engine deliveries, which have forced the company to scale back its narrowbody production ramp-up. This bottleneck continues to weigh heavily on the company’s ability to meet delivery targets for its most popular aircraft family.
Market Implications and Competitive Dynamics
The sustained shortfall in deliveries poses significant challenges for Airbus, including potential revenue impacts and continued pressure on its supply chain. The market has responded cautiously, with Airbus’s stock experiencing a slight decline amid concerns over the company’s capacity to meet its production goals. Meanwhile, competitors are capitalizing on Airbus’s difficulties. Boeing, for instance, reported a nine-year high in deliveries in February, enhancing its market position. Rival manufacturers may leverage their delivery performance to gain market share as Airbus works to resolve its production and supply-chain issues.

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