• Deliveries in November 2025: 72 aircraft to 42 customers.
• Gross orders in November 2025: 75 aircraft.
• Total deliveries in 2025 (year-to-date): 657 aircraft to 87 customers.

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.

Outlook: What To Watch In December 2025

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.

2025 Delivery Trends (Context)

• After the first 9 months of 2025, Airbus had delivered 507 commercial aircraft, up from 497 over the same period in 2024.
• The pace accelerated in October (78 jets), before slipping in November.
• The downward revision of the 2025 target — from ~820 to ~790 — signals Airbus’ recognition of the mounting operational challenges, even as it maintains its financial guidance for the year. Airbus

Conclusion

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.