Airbus (EADSY) is off to a rocky start in 2025, with aircraft deliveries for January and February sliding 18% year over year to 65. The slowdown was expectedAirbus had already flagged weaker Q1 numbers after engine supplier CFM pulled forward shipments to help the company meet its 2024 target. February saw just 40 jets delivered, well behind the 79 handed over during the same period last year, adding pressure as the company aims to ramp up production in the coming months.
On the bright side, Airbus is stacking up fresh orders. February added 14 new commitmentsall for the A321neopushing total orders for the year to 69. After cancellations, net orders landed at 65, nearly doubling from last year's 33 at this point. This suggests demand for fuel-efficient aircraft remains strong, even as supply chain issues slow the pace of deliveries. Investors will be watching whether Airbus can turn those orders into actual deliveries without further bottlenecks.
The bigger picture? Airbus is still gunning for 820 deliveries in 2025, up from 766 last year. That's a bold target given the sluggish start. The key question now is whether the company can smooth out production snags and accelerate deliveries in the coming quarters. If it does, the stock could see upside. But if delays persist, the market may not be as forgiving.
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