Airbus Misses 2025 Delivery Target, Delivers 793 Jets as Helicopter Orders Rise 20%
Airbus delivered 793 jets in 2025, missing its 820-unit goal after fuselage panel flaws and Pratt & Whitney engine delays cut output. Airbus Helicopters booked 20% more orders and new CEO vowed to boost A350 and enlarged A220 production despite Faury’s warning on trade tensions’ logistical damage.
1. Airbus Helicopters Sees Order Growth
Airbus Helicopters recorded a 19.8% increase in net orders in 2025, securing 1,385 rotorcraft compared with 1,157 the prior year. This surge was driven by heightened defence budgets across Europe, with military clients accounting for 42% of total bookings. Deliveries rose 12% to 465 units, reflecting improved production efficiency at Marignane, France. The order book now stands at a record 2,100 helicopters, providing visibility through 2028 and supporting management’s target to double defence segment revenues by 2030.
2. Commercial Jet Orders and Delivery Challenges
In 2025, Airbus registered 1,000 gross commercial aircraft orders, translating into 889 net orders after cancellations and conversions. The mix comprised 682 narrow-body A320 family jets and 207 wide-body aircraft, representing a 7.6% unit increase and 14% value growth year-on-year. Deliveries reached 793 jets, meeting the revised full-year target but missing the initial goal of 820 due to supplier delays in fuselage panels and engine components from Pratt & Whitney and CFM International. Backlog remains at 7,000 aircraft, underpinning revenue growth through 2027.
3. CEO Flags Geopolitical and Supply Chain Risks
CEO Guillaume Faury cautioned staff that trade tensions have inflicted “significant collateral damage” on logistics and finance, referencing last year’s U.S. tariffs and Chinese export restrictions on rare earths. He highlighted the November software recall and subsequent fuselage panel flaws as lessons in systems management. While post-pandemic supply chains have improved, engine deliveries continue to lag, notably for the A320 family. Faury reiterated the imperative to execute cost-cutting measures and maintain production discipline to fund the next generation A320 successor program slated for late 2030s entry into service.