Airbus and Boeing Report March 2025 Aircraft Orders and Deliveries

Airbus and Boeing Report March 2025 Aircraft Orders and Deliveries

Rebound in Orders Amid Persistent Industry Challenges

March 2025 saw a notable acceleration in order activity for both Airbus and Boeing, signaling a recovery following a slow start to the year. Airbus delivered 69 commercial aircraft in March, a significant increase from 25 in January and 40 in February. Boeing’s deliveries remained steady, with 41 aircraft delivered in March, closely aligned with 45 in January and 44 in February. Despite Boeing’s larger backlog, Airbus has maintained a slight lead in deliveries so far this year, reflecting the ongoing competitive dynamics between the two aerospace leaders.

Both manufacturers continue to pursue ambitious production targets for 2025, yet these goals are increasingly jeopardized by persistent supply chain disruptions and the growing impact of tariffs. The full consequences of these tariffs on the aerospace supply chain remain uncertain, but early indicators are concerning. Airlines have begun revising revenue and profit forecasts downward, while suppliers are preparing for increased costs and tighter margins.

Production Outlook and Tariff Implications

Airbus’ record of 863 deliveries in 2019 appears out of reach for 2025. Supply chain bottlenecks have not eased as expected, and tariffs are further complicating efforts to scale production. Current forecasts suggest Airbus will deliver just under 840 aircraft this year, with a full return to pre-pandemic production levels likely delayed until 2026. This projection aligns with Airbus’ own guidance of 820 deliveries for 2025, representing a 7% increase over the 766 aircraft delivered in 2024. However, these targets remain vulnerable to downward revision should conditions deteriorate.

Boeing faces a similarly challenging environment. The company delivered 350 commercial aircraft in 2024, marking a steep 33.7% decline from 528 in 2023. Boeing aims to rebound to approximately 570 deliveries in 2025, but this forecast depends heavily on improvements in the supply chain and the company’s ability to manage the financial pressures imposed by tariffs. Any further setbacks could necessitate downward adjustments to these projections.

Production and Delivery Highlights

The production rates referenced are based on current monthly estimates derived from original equipment manufacturer (OEM) guidance and internal research, rather than actual February 2025 output. Some programs continue to operate below these rates due to ongoing disruptions.

In March, Boeing’s 41 deliveries included 33 737 MAX aircraft, four 777s, and four 787s. The company’s first-quarter total reached 130 aircraft, reflecting stable but subdued output as it strives to meet its Federal Aviation Administration (FAA)-approved production rate of 38 737 MAXs per month. Tariffs are expected to further challenge Boeing’s ability to achieve these targets. In response, Boeing is working to streamline operations and negotiate with suppliers to mitigate some of the financial strain, aiming to stabilize production and maintain its competitive position in the global market.

As Airbus and Boeing navigate a complex landscape marked by supply chain constraints and escalating tariffs, the outlook for 2025 remains cautious. While order activity has improved, the industry’s full recovery is likely to extend into 2026, with both manufacturers closely monitoring evolving economic and geopolitical pressures.