Airbus Delivers 507 Jets in First Nine Months, Needs 313 More to Hit Annual Target

TOULOUSE, October 8, 2025 – Airbus (AIR.PA) delivered 507 commercial aircraft in the first nine months of 2025, requiring 313 more deliveries in Q4 to meet its 820-jet annual target.

The delivery pace indicates whether the European planemaker can overcome supply chain constraints that have limited production across the aerospace sector.

September deliveries hit record 73 jets, signaling supply improvements
Nine-month total up 2% from 497 in same period 2024
Fourth quarter push needed to reach 820 full-year guidance

Market Context and Performance

Airbus’s 507 deliveries through September represent a modest 2% increase from 497 aircraft delivered in the same period last year¹. The world’s largest planemaker faces intensifying competition from Boeing (BA.N) as both manufacturers race to clear massive order backlogs built up during the post-pandemic recovery.

September marked a breakthrough month with 73 deliveries, setting a new monthly record and indicating improved engine supplies from manufacturers including CFM International and Rolls-Royce². The strong September performance suggests Airbus is gaining momentum as it enters the traditionally busy fourth quarter.

Supply Chain Recovery

The acceleration in deliveries comes as aerospace suppliers gradually resolve bottlenecks that have constrained aircraft production since 2022. Engine manufacturers have particularly struggled to meet demand as air travel rebounded faster than expected from COVID-19 lows.

Airbus needs to deliver an average of 78 aircraft per month in the final quarter to reach its 820-unit target for 2025. This would represent a significant step-up from the 56-aircraft monthly average achieved through the first nine months.

Industry Outlook

The delivery figures underscore the aerospace industry’s ongoing recovery and the critical importance of supply chain stability for meeting customer demand. Airlines worldwide are eager to take delivery of new, fuel-efficient aircraft to replace aging fleets and support route expansion.

Airbus’s ability to hit its annual target will serve as a key indicator of whether European aerospace manufacturing can fully overcome the production constraints that have limited growth potential. The company’s performance also influences thousands of supplier jobs across the aerospace value chain.

Fourth Quarter Push

With 313 aircraft still to deliver before year-end, Airbus faces its most challenging quarter yet. The company typically sees higher delivery volumes in December as airlines rush to take aircraft before fiscal year-ends, but the required pace represents an ambitious target.

Success in meeting the 820-aircraft goal would demonstrate that Airbus has successfully navigated supply chain disruptions and positioned itself for stronger growth in 2026.

Not investment advice. For informational purposes only.