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Airbus July 2024 Orders & Deliveries

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Our model is updated.

  • Orders – gross orders 59, including 15 A321neo for an undisclosed customer, plus
    seven A330-900 for Virgin Atlantic, 11 A321neo and 20 A350-900, 6 A320neo and cancellations for two A350-1000s for Virgin Atlantic.

    • Orders YTD: 367
  • Deliveries – 77, including one A220-100

    , six A220-300, three A319neo, 24 A320neo, 32 A321neo, five A330-900, six A350-900, and one A350-1000.

    • Deliveries YTD 400.
    • Guidance is still 770, but Airbus hopes to get closer to 800.
  • The model shows deliveries for A321 continue to outpace A320 by a growing margin.
  • In terms of orders, the gap is even more significant. (see page 7)
  • Page three shows the orders have softened YTD while deliveries seem to struggle because of well-published supply chain issues.  CFM has now also been fingered as an issue.
  • Interestingly, Wizz Air eclipsed Delta as the largest YTD delivery customer.
  • With all in-production models sitting on backlogs, Airbus cannot deliver any faster and benefit from Boeing’s slower rates.  The supply chain blockage is the reason.  (see page 11)
  • A needed FAL in India would not be of any help either.

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