Boeing, Airbus, and Embraer Deliveries Surge in Q3 as Demand Rebounds
Boeing, Airbus, and Embraer all reported a surge in aircraft deliveries and improved production stability in the third quarter of 2025, signaling a strong rebound in the global commercial aerospace market. According to Bank of America Securities (BofA), the uptick reflects “improving workflow efficiency and rising delivery momentum” across the three major manufacturers as airlines ramp up fleet renewals and expand capacity to meet record passenger demand.
Boeing Leads with Strong 737 Max Deliveries
Boeing led the quarter with 121 737 aircraft delivered, up from 104 in Q2 and 92 a year earlier. September proved to be the manufacturer’s strongest month for 737 Max handovers since 2018, with at least 41 deliveries, according to Aero Analysis Partners.
BofA analysts credited Boeing’s ability to issue its own delivery certificates—recently reinstated by the Federal Aviation Administration (FAA)—as a key factor streamlining output. Although temporary LEAP engine inspections slightly reduced production to 32 aircraft in September, Boeing quickly resumed normal operations. The bank described the disruption as “short-term” and not indicative of systemic delays.
The planemaker also maintained a steady pace for its 787 Dreamliner, delivering 24 aircraft, the same as the previous quarter and up from 14 a year ago. Combined with two 767 freighters and three 777s, Boeing’s total Q3 deliveries reached approximately 158 aircraft, compared with 150 in Q2—reflecting continued recovery despite regulatory and supply chain challenges.
Embraer’s Steady Growth in Both Business and Commercial Jets
Brazil’s Embraer also reported growth, delivering 62 aircraft in Q3 2025, up from 59 in the same period last year. The total included 41 executive jets, 20 commercial aircraft, and one C-390 Millennium military transport.
The company’s strong performance was bolstered by demand for its E-Jet family and Phenom 300, one of the world’s best-selling light business jets. BofA noted that Embraer remains “on track to meet full-year guidance,” citing consistent operational execution and resilient order backlogs.
Airbus Maintains Its Global Leadership
Europe’s Airbus continued to dominate in volume, delivering 196 aircraft in the third quarter, up 12% sequentially and bringing year-to-date deliveries to 507 units. September alone saw 73 aircraft delivered, marking one of the manufacturer’s best-performing months of the year.
While Airbus remains the world’s largest planemaker by total annual output, BofA said it will need to accelerate production to around 105 aircraft per month in Q4 to meet its 2025 target of around 800 deliveries. The manufacturer is gradually ramping up its A320neo family production while maintaining strong demand for the A350 and A330neo widebodies.
Estimated Delivery Comparison (2025 YTD through September)
We couldn’t find fully confirmed, official delivery totals through September 2025 for Boeing, Airbus, and Embraer all together. However, here is a best-available estimate / reporting data.
| Manufacturer | Approximate YTD Deliveries* | Notes |
|---|---|---|
| Airbus | ~507 aircraft | Based on preliminary estimates for deliveries as of end-September. |
| Boeing | ~420 aircraft | Boeing’s deliveries through September were in that range. |
| Embraer | ~135 aircraft | Embraer year-to-date numbers include executive jets, would be higher but not fully published in available sources. |
“YTD deliveries” refer to deliveries from January through September 2025.
Industry Momentum Returns
The Q3 results across Boeing, Airbus, and Embraer suggest that the aerospace sector is regaining stability after years of disruptions caused by the pandemic, supply chain shortages, and certification delays. With airlines racing to modernize fleets and meet sustainability targets, the industry is poised for one of its most active production cycles in over a decade.
BofA analysts summed up the trend: “The third quarter confirms that global aircraft production is firmly on a recovery path, with steady improvements in efficiency, deliveries, and demand from both passenger and cargo operators.”
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Sources: AirGuide Business airguide.info, bing.com, yahoo.com, reuters.com, AirInsight