Airbus October Update: 78 Deliveries, 112 Orders

Airbus released its October numbers, and here's our updated model. Key items 78 deliveries and 112 orders; 585 deliveries YTD The A320 seems to be making a comeback at Frontier, something we did not expect, as that airline has gone heavily for the A321. Did they see the writing on the wall months ago with Spirit? The A321 remains Airbus' ace in the hole—the market demand for this model seems insatiable. The XLR saw a few deliveries. These are going slowly, and a big customer, Wizz, has pushed back on the XLR in favor of the LR and dialed back delivery.s In the vast US market, Spirit and Breeze may prompt wariness. The former is trying to shrink to profit, and this has never been done before, and we're betting it will never be achieved. The latter won international service permission, and this cannot come too soon, as the US air travel is hyper-efficient. There are virtually no untapped markets. As we noted in an earlier post today, winds of change are blowing in the duopoly. These winds mean change, but that is not necessarily a bad thing. Airbus has its work cut out for the last two months in terms of deliveries. And that also means for 2026, as the issues it faces now will spill into that year. To Airbus' credit, its A321 remains the most in-demand model, commanding premium pricing. What we need to see, though, is the market move more strongly toward the A330 replacement—the far more capable A330-900.

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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