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Airbus Accelerates Year-End Deliveries to Meet Targets

Airbus Accelerates Year-End Deliveries to Meet Targets
Intensified Delivery Efforts Amid Production Challenges
Airbus is intensifying its aircraft delivery schedule in the final weeks of the year to meet its revised annual target, according to sources familiar with the matter. The European manufacturer delivered approximately 90 commercial jets in December and anticipates handing over an additional 35 aircraft before year-end, following customer acceptance flights. Official figures for December orders and deliveries are expected early next month, alongside an updated annual delivery target.
This accelerated push follows Airbus’s decision earlier this month to lower its delivery goal, citing production difficulties with its A320 family, the company’s best-selling aircraft. These challenges include a large-scale recall for a software update affecting around 6,000 A320-family jets, as well as the discovery of fuselage panels that failed to meet quality specifications, necessitating further inspections. The fuselage panel issue contributed to particularly weak deliveries in November. CEO Guillaume Faury acknowledged that this problem has introduced “another challenge” to an already demanding year-end delivery schedule. The software recall also triggered a notable decline in Airbus shares, raising concerns about the company’s ability to meet its ambitious 2025 targets.
Under the revised guidance, Airbus now aims to deliver approximately 790 aircraft in 2025, a reduction of 30 units from its original target. Achieving this goal requires delivering around 133 aircraft in December alone—nearly double the number delivered in November. While Airbus typically increases output toward the end of the year, sources familiar with operations indicate that this year’s effort is more intense than usual, as the company strives to overcome persistent supply chain constraints, particularly involving cabin interiors and engines. These bottlenecks have frequently resulted in completed aircraft remaining undelivered.
Industry Context and Trade Concerns
Aircraft deliveries remain a critical performance metric for both Airbus and its main competitor, Boeing, as they directly impact cash flow and reflect the stability of supply chains. While Airbus contends with ongoing quality and software issues, Boeing has begun to stabilize after a prolonged crisis that disrupted its production and deliveries. The US manufacturer has increased monthly output and secured new orders, aided in part by political support from former President Donald Trump, who promoted Boeing as part of broader economic diplomacy.
As Airbus works to close out the year, investors and airline customers are closely monitoring whether the company can maintain its delivery pace while managing the ongoing quality inspections related to the A320 program. The outcome will significantly influence Airbus’s liquidity and shape expectations for future delivery targets, especially given the uncertainty created by recent setbacks despite strong demand and a record order backlog.
Separately, Airbus has raised concerns about US tariffs on aviation components imported from Mexico and Canada, warning that these measures threaten the competitiveness of its US-based assembly lines. In comments submitted to the Office of the US Trade Representative, Airbus Americas stated that the tariffs could increase production and delivery costs in the United States, undermining the company’s investments in domestic manufacturing. “Current US tariffs on aviation parts and components from Canada and Mexico put domestic commercial aircraft production at risk and will reduce the competitiveness of US manufacturing lines,” the company said.
Airbus’s ability to navigate these challenges in the coming weeks will be critical for its financial outlook and industry standing as it approaches 2025.

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