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Airbus Commercial Aircraft Orders and Deliveries

Airbus Commercial Aircraft Orders and Deliveries: Trends and Challenges
AirInsight has unveiled a comprehensive data visualization tool that tracks Airbus commercial aircraft orders and deliveries from 2000 through last month, based on official Airbus Orders and Deliveries (O&D) reports. This interactive platform enables users to explore detailed monthly trends spanning more than two decades. The initial overview presents a broad perspective on Airbus’s commercial aircraft performance, while a subsequent section focuses specifically on the single-aisle segment.
Shifting Dynamics in the Single-Aisle Market
The data reveals notable shifts within Airbus’s single-aisle portfolio. The A220-100 has faced difficulties in gaining significant market traction, whereas the A321neo has emerged as a dominant force. The A321neo’s momentum, which began in 2018, accelerated markedly in 2022, coinciding with a slowdown in the A320neo’s market performance. This trend underscores a broader shift in airline preferences toward larger single-aisle aircraft. Airbus currently holds a distinctive advantage in this segment, being the sole manufacturer offering the size and range increasingly demanded by the market.
Despite these successes, Airbus’s growth trajectory has been tempered by persistent supply chain constraints. These challenges have hindered the company’s ability to meet ambitious delivery targets, as evidenced by a recent stagnation in global supply chains that led to the lowest October aircraft deliveries since 2021. While new orders often capture headlines, industry experts stress that deliveries remain the critical metric of performance, as they directly generate the majority of revenue. Historically, Airbus’s delivery curve has been a hallmark of its reliability and steady expansion, a point frequently highlighted by former executive John Leahy.
Market Volatility and Competitive Pressures
The commercial aircraft market continues to experience volatility, with unpredictable demand and ongoing supply chain disruptions posing significant risks to future performance. Competition is intensifying, particularly with Boeing’s prospects bolstered by reports of a potential 500-aircraft deal with China, a development that could affect Airbus’s market share in the region. Nevertheless, industry analysts project that Airbus is on course to surpass Boeing’s 737 in deliveries through its A320 family.
Market reactions to these developments remain mixed. BOC Aviation observes that Airbus maintains a more predictable delivery schedule compared to its competitors. Meanwhile, the UK’s ADS Group has outlined three potential growth scenarios for global aircraft deliveries in 2025—high, medium, and modest—reflecting both the opportunities and uncertainties Airbus faces as it navigates a rapidly evolving market environment.
The latest data visualization not only highlights Airbus’s strong order and delivery performance in recent years but also brings into focus the operational and competitive challenges that lie ahead. As the industry approaches 2025, attention will be focused on how Airbus manages supply chain pressures, responds to intensifying competition, and adapts to shifting market demands.

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