Airbus has seen a spike in production this year. The attention is always focused on the single-aisle markets, because that is the bread and butter for the OEM. It is also the most stressed area because it accounts for most production. Is there anything different this year? There have been hints something is up.
The chart below lays out the production (using first flight as the proxy) for the past three years.
Both 2024 and 2025 see a spike in February. But in 2025, the drop-off is interesting. We haven’t reach a month end, but we’re close. In our tracker, we have been noting what looks like a drop off in deliveries. This reflects as a rise in inventory.
