DALLAS — November’s haul marks a notable slowdown compared with October, when Airbus delivered 78 jets. The deceleration is widely attributed to supply-chain disruptions, and specifically a recently disclosed quality issue affecting fuselage panels on the A320 Family, reportedly a limiting factor for production flow.
In response to the disruption, Airbus revised its 2025 delivery target downwards: the earlier goal of ~820 jets now sits at round 790.
To hit the newly adjusted ~790-jet goal, Airbus will likely need to ramp up in December significantly. Based on the 657 deliveries so far, that means roughly 133–140 jets must be handed over — a brisk pace, but not unheard of given typical year-end delivery surges in the industry, according to The National.
However — the November hiccup raises questions about whether the supply-chain and quality issues can be resolved quickly enough to support such a surge.
Airbus enters December 2025 under pressure. Having delivered just 72 jets in November (bringing the year-to-date total to 657), the company now aims for a substantial final-month surge to approach its revised 790-jet goal. While such a surge is feasible — especially given historical end-of-year delivery ramp-ups — recent fuselage-quality issues and a cautious supply chain raise legitimate doubts. Whether Airbus can deliver on the remaining ~130+ jets in December will likely shape not just 2025 results, but sentiment around its 2026 start.


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