Airbus Delivers 60 Aircraft in March

• First-quarter deliveries totaled 114 aircraft, a 16% decline year-over-year, hampered by supply chain disruptions affecting fuselage panels and engines
• Airbus delivered aircraft to Middle Eastern carriers including three jets to Emirates despite regional Gulf conflict disruptions
• The company secured 408 gross orders in Q1 2025 (398 net after cancellations) while targeting 870 total deliveries for the year

Summary

Key Developments:

Airbus delivered 60 aircraft in March 2025, bringing first-quarter deliveries to 114 jets—a 16% decline compared to the same period last year. The European planemaker reported Q1 2025 deliveries of 136 aircraft (note: there appears to be a discrepancy in the reported figures).

Performance Metrics:

• March deliveries: 60 aircraft
• Q1 2025 deliveries: 114 jets (down 16% year-over-year)
• Q1 net orders: 398 aircraft (408 gross orders minus cancellations)
• Full-year 2025 target: 870 aircraft deliveries

Operational Challenges:

Deliveries have been significantly impacted by ongoing supply chain disruptions, particularly shortages of fuselage panels and engine supply constraints, according to company executives.

Regional Activity:

Despite operational disruptions from the Gulf conflict, Airbus completed deliveries to Middle Eastern carriers, including three jets to Emirates (Dubai), one to Etihad Airways, and one to Saudi Arabia's Fly A Deal.

Market Implications:

The 16% decline in Q1 deliveries raises concerns about Airbus's ability to meet its ambitious 870-aircraft annual target, particularly given persistent supply chain headwinds. The company would need to significantly accelerate delivery rates in subsequent quarters to achieve this goal. Supply chain issues affecting fuselage panels and engines suggest broader aerospace industry challenges that could impact production schedules and revenue recognition throughout 2025. The continued deliveries to Gulf region carriers demonstrates some resilience despite geopolitical tensions affecting the area.