Airbus January 2025 orders & deliveries

Care to share?

Airbus just published their numbers, which allowed us to update our model.

Notes:

Airbus is still out-producing Boeing. But as January showed, not out-delivering. This is huge news.
Airbus

starts the year with 25 deliveries: three A220-300. two A319neo, seven A320neo, eleven A321neo, one A350-900, and one A350-1000.
There are 55 Airbus gross orders, most undisclosed: 25 A320neo, 10 A330-900, six A350-900, three A350F, and one A321neo. Four cancellations have left net orders at 51. The ten A330-900s are worth watching, as they are a big order for a model coming into its own. Hiding the customer is noteworthy.
United took more aircraft deliveries than Delta. This is not insignificant.
The A320 saw a jump in orders, while A321 deliveries are double that of the A320. That swing continues.
Airbus talks about a production rate of 65 per month. We’ll see because the supply chain bias will swing away from them as Boeing’s recovery picks up pace.