DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
September 8, 2025
Frontier

image: Airbus

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We love working with data. Here’s a data visual starting in 2000 through last month, using Airbus O&D reports. As always, we are especially keen on sharing visuals that tell their stories in an easy-to-follow way.

There are two pages, and page one is interactive.

  • Page one should keep you busy for a while. You can drill down into the X-axis to break up the periods into months.
  • Page two focuses on single-aisle models. Here, you want to notice the relatively poor market performance of the A220-100 and the success of the A321neo. The A321neo’s success started in 2018 but really took off in 2022.  The A320neo’s market success slowed in parallel with this.  A significant shift was occurring, as the charts display it in a way you may not have seen before.  This shift had huge implications because only Airbus had the aircraft size the market was looking for.  We discussed this in a note reviewing the July 2025 orders and deliveries data.

You can also see Airbus’ limits because the supply chain cannot keep up with delivery targets.  Orders attract too much attention; it’s the deliveries that are really worth watching. That’s where the bigger money comes from. All the same, look at the Airbus order curve from 2020; it is impressive until 2024.

The Airbus delivery curve was the item John Leahy used to tout in presentations. He stressed how Airbus was a reliable supplier with its steady growth.

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author avatar
Addison Schonland Partner
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.

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