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Airbus numbers are out, and our model is updated.
Notes:
- August 2025: 61 deliveries to 39 customers; 99 gross orders, YTD 34 deliveries to 76 customers
- The A350-1000 has hit 100 deliveries. This model seems to be attracting more attention.
- OEMs have to put the best spin on their numbers, and no difference here. It was a good month.
- Or was it? Sixty-one deliveries are too low to meet the target. August is vacation month, so Airbus has to average 87 deliveries per month to meet 820 for 2025. This increasingly looks like a bridge too far. We are not alone among the skeptics.
- Is meeting the target such a big deal? Depends on whose view you look at it from.
- Airlines and lessors will consider this a significant issue, as they have network plans to fulfill.
- Supply chain firms look at the target with some trepidation – how can they accelerate harder? They need human capital, and that is painfully in short supply. Skills shortages are now the issue we hear about most. Aerospace is not attracting the level and type of people needed.
- Labor knows this and is reacting, as seen in Broughton’s strike threat. You can be sure that all Airbus unions are monitoring this closely.
- It’s important to note that this problem is not unique to Airbus. Boeing faces the same challenge and has far more boisterous unions.
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