Airbus Races to Meet Goals Following Approximately 60 Deliveries in August, Analysts Report
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 01 2025
0mins
Source: Reuters
Airbus Delivery Goals and Challenges
Record Delivery Pace Required: Airbus aims to deliver 820 aircraft in 2025, marking a 7% increase from 2024's 766 deliveries. To meet this target, the company needs to deliver an average of 97 aircraft monthly from September to December, which is 5% higher than the previous record average of 92 aircraft in 2018.
August Deliveries and Current Status: In August, Airbus delivered approximately 60 aircraft, a significant increase from the same month in 2024. However, cumulative deliveries for 2025 are about 3% behind last year's pace, totaling around 433 jets.
Supply Chain and Production Issues
Engine and Equipment Delays: Airbus is facing delays in receiving engines and cabin equipment from suppliers, including CFM and Pratt & Whitney. This has led to the production of "gliders," or aircraft without engines, in anticipation of future engine arrivals.
Conversion Timeline: Once engines arrive, Airbus requires one to two months to convert these semi-complete airframes into fully operational airliners, adding pressure to meet delivery targets in the third quarter.
Market Position and Analyst Insights
Competitive Landscape: Despite a slow start to the year, Airbus is on track to remain the world's largest planemaker, outpacing Boeing, which is gradually recovering from internal challenges.
Analyst Predictions: Industry analysts suggest that there is only a 5% chance Airbus will reach its goal of 810 deliveries this year, with estimates leaning towards achieving around 790-800 deliveries.
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Analyst Views on GE
Wall Street analysts forecast GE stock price to rise
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 281.160
Low
275.00
Averages
345.67
High
386.00
Current: 281.160
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. The Company has an installed base of approximately 50,000 commercial and 30,000 military aircraft engines. The Company operates through two segments: Commercial Engines & Services and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul (MRO) of engines and the sale of spare parts and offers services under a variety of arrangements. The Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of its Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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