Clicky

Airbus July 2025 O&D; 820 target daunting

Care to share?

Airbus did their monthly update, and we have updated our model to track the data.

Notes

  • July deliveries of 67 aircraft are down 13% YoY, adding to pressure on the 2H25 delivery ramp.  That 820 target looks ever more daunting.
  • YTD deliveries at 373 mean that over the five months, Airbus

    must deliver 89 per month. We have not seen that average rate before.

  • Reports of 60 “gliders” needing engines are a key to accelerating deliveries.
  • August is a bust for Airbus’ European FALS.  This further adds to the pressure.
  • Slow orders for July are therefore a blessing.

Views: 133

About The Author

Addison Schonland

Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.

Subscribe