Airbus Sees Slow Start to 2025: Deliveries & Orders
European aerospace giant Airbus has reported a slower-than-expected start to 2025, with new orders and deliveries data for January revealing a modest performance compared to last year. According to Airbus, the company delivered 25 aircraft to 17 customers during January 2025. This figure marks a slight decline from January 2024, when 30 aircraft were delivered to 18 customers. Although the company has not yet released detailed delivery forecasts for 2025, its target for 2024 was approximately 770 aircraft—averaging about 64 planes per month. However, by the end of 2024, total deliveries reached 766, or roughly 63 planes per month, indicating a minor shortfall against expectations.
Looking ahead, Airbus is expected to reveal its full financial results for 2024 and outline its 2025 plans on February 20, 2025. These announcements will provide further insights into how the company intends to navigate the challenging market conditions and supply chain issues that have been affecting the aerospace industry.
One key factor impacting Airbus’s performance in January 2025 was a reported shortage of engines. According to Reuters, negotiations with CFM International led to some engine deliveries being moved forward into 2024. This situation has contributed to a slowdown in the number of new aircraft being delivered and even a noticeable drop in the number of first flights recorded from Airbus’s assembly bases.
Despite these challenges, Airbus still managed to secure new business during January 2025. Among the customers receiving new aircraft were major global operators such as China Southern Airlines, United Airlines, Emirates, and Japan Airlines. China Southern Airlines took delivery of an Airbus A321neo, an A319neo, and an A320neo, showcasing the wide appeal of Airbus’s narrowbody offerings in key Asian markets. United Airlines received two A321neos, further bolstering its fleet renewal plans. Emirates, following its launch of the A350-900 in 2024, received another A350-900, while Japan Airlines added an A350-1000 to its lineup. These deliveries highlight the ongoing global demand for modern, fuel-efficient aircraft.
On the order front, Airbus recorded a significant increase in new orders during January 2025. The company secured 55 gross orders, after accounting for four cancellations, which is a substantial rise compared to January 2024’s total of 31 orders. Although most of these orders came from undisclosed customers, notable commitments included a five-aircraft order from Starlux for its A350F fleet and an order from Lufthansa for five A350-1000s. In addition, there was an undisclosed customer order for 25 A320neos and another operator’s commitment for 10 A330-900s. Overall, the new orders comprised 29 widebody jet orders, indicating a strong interest in larger aircraft that can serve long-haul routes and support global airline networks.
As the new year unfolds, Airbus faces the dual challenge of managing supply chain constraints—especially engine shortages—and meeting robust market demand. The company’s early 2025 performance, while modest relative to 2024, still demonstrates resilience in a competitive and dynamic aerospace market. With its full financial results and future strategy to be disclosed later this month, stakeholders will be keenly watching how Airbus plans to adjust its production and order strategies to meet evolving market needs and maintain its leadership position in the global aerospace industry.
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