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Airbus Orders and Deliveries for October 2024

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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.
    Airbus single-aisle deliveries chart
    AirInsight

    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.
    Airbus Delivery Days table
    AirInsight

    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.

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