Airbus Orders and Deliveries for October 2024

Here's the updated model. Notes: October saw 62 deliveries and 559 YTD. The YTD number is precisely the same as last year's, and the 770 delivery target looks ambitious. Last year, there were 176 deliveries during the final two months and matching that brings us to 735, which is about 4.6% below the target. During its 3Q24 earnings call, Airbus highlighted the engine supply challenge. CFM lowered its delivery outlook for LEAP engines by 10% for 2024. Single-aisle programs are the focus of achieving the delivery target. [caption id="attachment_87427" align="aligncenter" width="580"] AirInsight[/caption] These programs are coalescing around three models: A220, A320, and A321. The latter is becoming the most important. YTD, the A321neo is at 52.9% of deliveries. The latest variant, the XLR, just made its first delivery. Finally, the following table shows how Airbus is managing its industrialization of the single-aisle programs. [caption id="attachment_87428" align="aligncenter" width="580"] AirInsight[/caption] The goal is to achieve the shortest time from the first flight to delivery. Airbus has not gotten the A321 program back to its pre-pandemic rates, but it is getting closer and improving. The supply chain (the link points to a 2014 story, so this is a long-standing issue) is almost certainly holding the gap open, and there's little Airbus can do about that.

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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