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Airbus Faces Uphill Battle to Meet Revised Delivery Target

December 5, 2025

2 min read

Key Takeaways

Airbus delivered 72 aircraft in November 2025.
Annual target revised to 790 deliveries due to supplier quality issue.
133 more deliveries needed to hit yearly goal.
Airbus received 75 gross orders in November 2025.

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Strategic Implications

Airbus' revised delivery target may indicate challenges in meeting customer demand, which could impact its competitive position against Boeing. The supplier quality issue suggests potential vulnerabilities in Airbus' supply chain, which could have broader implications for the industry. Meeting the revised target may require significant efforts from Airbus, which could benefit its suppliers and partners.

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What Happened

European Manufacturer Needs Strong December To Reach 790 Aircraft Goal

Airbus faces a significant challenge in meeting its revised annual aircraft delivery target of 790 planes, having delivered 72 aircraft in November 2025. The company’s grand total for the year now stands at 657, requiring 133 more deliveries to hit the yearly goal. Airbus’ revised target was announced on December 3, 2025, citing a supplier quality issue on fuselage panels impacting its A320 Family delivery flow. The European manufacturer also received 75 gross orders in November 2025, including orders from IndiGo, Etihad Airways, and Air China Cargo. This development was first reported by AeroTime.

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