image: Airbus
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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