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Airbus, Boeing, COMAC, Embraer 3Q25 Delivery Update

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It’s October 1, 2025, and we have the counts for deliveries through September

in hand. The final quarter of the year, and how is it looking? Our free model is here.

For subscribers, here are the details we want to focus on.  You can also see the model below.

Airbus

  • 73 first flights in September, compared to 56 in August. The vacation is clearly over, and everyone’s back at it at full speed.
  • 68 deliveries compared to 56 last month.  The FALs are hustling, but the key question is: Is the 820 target still feasible?
  • 484 deliveries YTD by our count.  As a reminder, our count never matches the OEM’s because we count a delivery when the airplane goes to its new home. That said, by our count, Airbus must deliver 112 per month over the next quarter.  Can you see it? Not us, and we’ve been saying this for months now. See the following chart. Airbus is, by our count, at 59.3% of its delivery target.
airbus 3Y25 deliveries
AirInsight

Boeing

  • 49 first flights compared to 48 last month.  Yes, Boeing is working from a lower point than Airbus, but its numbers are increasing consistently. We remain cautiously bullish. As another data point, Boeing is at 72.4% of our production target for the year compared to Airbus at 70.7%.
  • 49 deliveries compared to 59 last month.  But within this, MAX is steady at 37 for both months. 787s were slower.  However, we note that today, October 1, TAAG took delivery of a 787-9 that was formerly sold to TUI. Juggling inventory continues.
  • 420 deliveries YTD is a considerable improvement over last year. One of the key metrics we use to track Boeing’s improved production processes is the number of days it takes to deliver from first flight.  The following table provides this for the YTD numbers.
Boeing 20205 Avg Delivery Days
AirInsight

One delayed delivery, like the TAAG 787-9 mentioned above, throws off the monthly number. This is the reason we see MAX 8 numbers at such high levels – the parked and now being delivered Chinese airplanes throw off the numbers. The 15 days in October cover one MAX 8-200 for Ryanair.  Boeing is doing much better this year.  The improvements get hidden by the outliers.

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