PARIS – European aerospace giant Airbus (AIR.PA) reported delivering 72 aircraft in November, bringing its total deliveries to 657 planes in 2025. The monthly figure reflects a slight decline from 78 planes in October and 84 aircraft in November 2024, underscoring operational challenges caused by an industrial glitch, Airbus confirmed on Friday.
The lower November output means Airbus must deliver a near-record 133 aircraft in December to achieve its revised 2025 target of around 790 jets, as previously stated by CEO Guillaume Faury. Despite the shortfall, the company is maintaining its financial objectives for the year.
Industrial Glitches and Quality Issues Impacting Production
The November delivery dip follows a series of production and quality challenges. Airbus reported a metal fuselage panel issue affecting some planes in its A320 family, its best-selling jetline, shortly after a computer system recall earlier in the month.
The company cut its full-year commercial delivery forecast by 4%, from around 820 to approximately 790 jets, but emphasized that the term “around” allows for a 20-aircraft margin of error.
Despite the production hurdles, Airbus continues to outperform rival Boeing (BA.N) in deliveries, though it lags behind in new orders. Boeing reported 782 net orders for January to October 2025, slightly below Airbus’ cumulative bookings.
Airbus Orders and Market Position
Airbus also announced that it booked 75 new orders in November, taking its total for the year to 797 orders or a net of 700 after cancellations. The company maintains a strong market position, particularly in the single-aisle segment, which remains highly competitive against Boeing’s offerings.
The ongoing issues highlight the sensitivity of the aerospace supply chain, particularly regarding components sourced from third-party suppliers, including fuselage panels from Spain. However, Airbus’ proactive quality management and strategic order pipeline continue to support its leading market share.
Outlook for December and Beyond
To meet its revised annual target, Airbus faces a challenging December production schedule, requiring nearly double its November output. Analysts note that successful deliveries will be crucial for maintaining customer confidence, meeting contractual obligations, and securing Airbus’ position as the world’s largest commercial aircraft manufacturer.
The company’s ability to manage supply chain disruptions, quality checks, and production efficiency will remain under scrutiny as the aerospace industry navigates a post-pandemic recovery phase and rising global demand for commercial jets.
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