Airbus’ Tough Climb to Rate 75 – plans look wobbly

The 820 delivery target for this year is looking increasingly like a bridge too far.  Then, along comes this news, making that target even more implausible.  We previously noted that engines are an issue for single-aisle aircraft, and cabin fixtures are an issue for twin-aisles.

Our tracker models are the basis of our view.  Let’s go over some of the data we have.  This first table provides context. Airbus has more production and delivery capacity than the other OEMs, and expectations naturally align.