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. What does this tell us about the A320neo (and A319neo)? How soon should we expect that A220 stretch? Orders have been coming back thick and fast - and not only for Airbus. Boeing and Embraer also had a great 2025. The key item here is that airlines and lessors are grabbing delivery slots. It appears the market does not see anything new coming along soon, so grab a slot while you can. This suggests expectations for JetZero and Natilus are muted. The collapse of Overture in Seattle may have set the tone, and it is overdone. Deliveries improved in sympathy with engine deliveries. Both Pratt & Whitney and CFM appear to have settled at better rates. This suggests their supply chains are stabilizing, too. Conclusions Airbus is going to raise its targets for 2026, as it has consistently delivered at a rate of 65 over the last few months. The supply chain stress will remain, but firms in the chain will find it easier to get finance because backlogs are now over a decade. Financial risk is lower than before. Airline and lessor feeding frenzy shows no sign of waning. All the lights are green for 2026.

US Flight Planner - US DoT On-Time Data	Airbus vs Boeing - Official OEM Data
US Airline Schedule Performance - US DoT Data	Daily OEM Production & Deliveries -

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