Airbus has revised its commercial aircraft delivery forecast for 2025, reducing the target from 820 jets to approximately 790 aircraft following recently discovered fuselage panel quality issues affecting the A320 family. The adjustment represents a 4% cut to the planemaker’s annual delivery goal, though Airbus has reaffirmed its financial outlook for the year.
The announcement came shortly after CEO Guillaume Faury confirmed that November deliveries were “weak” due to the quality problem, noting that the company would assess the broader impact “in the hours and days to come.” The issue, involving fuselage panels supplied for the A320 narrow-body line, prompted Airbus to adjust its production expectations while working to resolve the setback.
Despite the delivery cut, Airbus shares rebounded more than 3% on Wednesday, recovering some ground after a nearly 7% drop over the previous two trading sessions. Investors appeared relieved that the planemaker swiftly clarified the situation and maintained confidence in its financial targets.
Airbus had originally set a goal of delivering around 820 commercial aircraft in 2025 — roughly 7% higher than last year. The updated figure of about 790 reflects a more cautious outlook as the company handles production disruptions and quality-control concerns within one of its most important aircraft programs.
The European aerospace giant says it is taking corrective action with suppliers to ensure both safety and schedule reliability as it pushes toward long-term production ramp-ups.
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