
AeroGenie — Seu copiloto inteligente.
Tendências
Categories
Airbus Lowers 2025 Delivery Target Due to Panel Defect

Airbus Revises 2025 Delivery Target Following Fuselage Panel Defect
Airbus has announced a reduction in its commercial aircraft delivery target for 2025 after identifying a significant defect in fuselage panels affecting hundreds of its jets. This revelation has led to a sharp decline in the company’s share price and raised concerns about potential disruptions to production schedules.
Defect Details and Impact on Deliveries
On December 3, 2025, Airbus revised its delivery forecast from approximately 825 aircraft to 790, attributing the adjustment to a “recent supplier quality issue on fuselage panels impacting its A320 Family delivery flow.” The defect, linked to manufacturing processes at supplier Sofitec Aero, involves panels with incorrect thickness specifications. A presentation to airlines revealed that 628 aircraft require inspection, including 168 already in service and more than 240 still on assembly lines, indicating the problem is more extensive than initially understood.
The defect has prompted concerns over repair timelines, with industry sources estimating that rectifying the affected aircraft could take between three to five weeks. Airbus confirmed that the issue affects both aircraft currently in production and those already delivered, underscoring the scope of the challenge.
Market Reaction and Operational Challenges
Following the announcement, Airbus shares fell by as much as 10%, reflecting investor apprehension about the company’s ability to meet delivery commitments and maintain market competitiveness. The decline also suggests that rival manufacturers may seek to exploit Airbus’s production delays to gain market share.
This fuselage panel issue compounds an already difficult period for Airbus. Just days prior, on November 28, 2025, airlines were advised to implement urgent software updates to the A320neo’s elevator aileron computers after Airbus and the European Union Aviation Safety Agency (EASA) identified a critical vulnerability.
Despite these setbacks, Airbus affirmed its financial outlook based on its nine-month 2025 results. A company spokesperson reiterated the target of an adjusted EBIT of around €7.0 billion and free cash flow before customer financing of approximately €4.5 billion.
Delivery Targets Under Pressure
Even before the fuselage panel defect emerged, analysts expressed skepticism about Airbus’s ability to meet its original delivery target. Preliminary data indicate that by November 2025, Airbus had delivered roughly 657 aircraft, leaving over 160 deliveries required in December to reach the initial goal. This figure significantly exceeds the company’s previous December record of 138 aircraft set in 2019.
As Airbus addresses the fuselage panel defect and strives to regain production momentum, the company faces intensified scrutiny from investors and competitors alike. The broader aerospace market remains attentive to further developments that could influence Airbus’s operational and financial performance.

Embraer and PGZ Sign Five New Defense Memorandums of Understanding

Pilot: AI Unlikely to Replace Human Pilots Soon

Nigeria to Save $200 Million on Aircraft Maintenance Through Boeing Partnership, Says Tinubu

Aeras Aviation Unveils Fine Art Calendar

Archer Expands U.S. Air Taxi Network with New Miami Hub

RECARO Plans Expansion Amid Rising Aviation Demand

The Development of the HondaJet: From Concept to Innovation

Airbus Reduces 2025 Commercial Aircraft Delivery Forecast

Tunisair Maintains Montréal Service Using Wet-Lease Aircraft
