Airbus Confirms It Delivered 72 Commercial Aircraft in November
Airbus confirmed that November closed with 72 deliveries, bringing the annual total to 657 aircraft. The result, described days earlier by Guillaume Faury as a weak month following an industrial failure, presents the company with a major challenge: it needs to place 133 units in December to reach the revised target of 790 aircraft in 2025.
Lower Deliveries and Pressure on the Final Stretch
The month’s total is down from 78 units in October and 84 in November 2024. The decline comes during a tough week for Airbus, marked by a quality issue with metal fuselage panels on some A320 family models, linked to a Spanish supplier. This setback emerged shortly after an unexpected call to correct a software failure.
Adjusted Annual Target, But Financial Forecasts Unchanged
On Wednesday, the company lowered its annual delivery target by 4 percent, setting it at around 790 aircraft instead of the 820 initially projected. Nevertheless, it maintained its financial objectives. Airbus notes that the term “around” implies a margin of approximately 20 aircraft, providing some breathing room for planning.
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Progress in Orders Despite Difficulties
The company also reported that it logged 75 orders in November, bringing the year’s total to 797 orders, or 700 net after cancellations. Although the pace of new requests lags behind Boeing, Airbus retains an advantage in accumulated deliveries while its American competitor continues to recover from a prolonged crisis.
Competition with Boeing, a Different Balance Depending on the Indicator
Boeing reported 782 net orders from January to October, the latest period with available data, showing an active struggle to secure contracts in a demanding market. Airbus, however, maintains a lead in aircraft delivered despite recent obstacles.
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