Airbus 2025: All-In on MOM

Airbus announced its 2025 Orders and Deliveries yesterday. Deliveries hit 733, better than the estimated 790 and 27 off the initial year target.  All told, a very good year.

Below is our interactive model.  Please look at the bottom chart on page 2 -it tells the biggest Airbus

story. The A321neo is where it’s at. The market is chasing MOM like never before. It’s been like this since 2022, and the curve suggests there’s no end to it.