Airbus A320neo: The Panel Problem

We have been tracking Airbus closely this year, its three delivery target resets creating tension across the supply chain and customer base.  Today, there’s some news on the key program, the A320 family.

Airbus A320neo: The Panel Problem That Won’t Quite Go Away

When Airbus reported 1Q26 results this week, CEO Guillaume Faury offered a specific commitment: the A320neo fuselage panel quality issue would be “almost completely behind us” by the end of June, with production and deliveries resynchronized before the second half. That’s a clear target. It’s also an admission that five months after the problem first emerged, it is still actively suppressing deliveries.