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Airbus Rushes to Meet Delivery Target After 60 Units in August

Airbus Faces Pressure to Meet Ambitious 2025 Delivery Target
Airbus is under increasing pressure to achieve its ambitious delivery target for 2025 after delivering approximately 60 aircraft in August, according to industry sources and analysts. The European aerospace giant aims to deliver 820 jets this year, representing a 7 percent increase over 2024. However, persistent delays in engine and cabin equipment supplies have hindered progress, raising concerns about the company’s ability to meet its goal.
Deliveries are a critical performance indicator for Airbus, directly influencing revenue, cash flow, and the expansion plans of airline customers. Although the August delivery figure marks an improvement compared to the same month last year, analysts estimate that Airbus’s cumulative deliveries for 2025 remain roughly 3 percent behind the pace set in 2024, with around 433 aircraft delivered so far.
Airbus declined to comment ahead of its scheduled monthly data release. In July, the company reaffirmed its target of “around 820” deliveries for the year, up from 766 in 2024. Yet, ongoing supply chain disruptions—particularly involving engine suppliers CFM International and Pratt & Whitney—continue to challenge production schedules. To mitigate these delays, Airbus has been assembling “gliders,” or aircraft frames awaiting engine installation, in anticipation of a surge in engine deliveries during the latter half of the year. Once engines arrive, Airbus estimates it requires one to two months to complete and deliver each aircraft.
Challenges and Outlook for the Final Quarter
Industry analysts emphasize that the final months of 2025 will be decisive for Airbus. Jefferies analyst Chloe Lemarie remarked, “I still feel it’s doable ... but September is going to be the real test.” Rob Morris, former head of consultancy at Cirium Ascend, noted that Airbus would need to deliver an average of 97 aircraft per month from September through December to meet its target—exceeding even pre-pandemic monthly records. Cirium’s estimates place August deliveries at 58 units, and Morris calculates only a 5 percent statistical probability that Airbus will reach 810 deliveries this year. He added, “My own personal view is that they will achieve around 790-800.”
The accelerated delivery push is expected to place significant strain on Airbus’s production capacity and resources. The company’s ability to scale manufacturing and manage its supply chain has been a key factor in maintaining its competitive edge over Boeing, which is recovering from internal challenges and a slow start to the year. Despite Boeing’s gradual rebound and efforts to regain market share—including a potential deal to supply 500 aircraft to China—Airbus remains on track to retain its position as the world’s largest planemaker in 2025.
Market observers note that the competitive landscape remains fluid. While Airbus’s delivery performance currently provides an advantage, any further supply chain disruptions could narrow the gap with Boeing, which continues to pursue new opportunities to increase its output.
As the year approaches its final quarter, industry attention is focused on whether Airbus can overcome ongoing supply challenges and accelerate deliveries to meet its record-setting target.

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