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Airbus delivered a record 73 aircraft in September, surpassing analyst forecasts of 69-70 and marking its strongest September performance ever, according to industry sources. The figure, up from 50 a year earlier, signals easing delays in engine supplies and brings total deliveries for January-September to 507 jets, a 2% increase year-on-year. However, Airbus must now achieve a record 313 deliveries in Q4-16% higher than last year's final quarter-to meet its full-year target of 820 aircraft, analysts said. The boost was driven largely by improved engine availability from suppliers like CFM International. Airbus is also nearing a milestone, with total A320 deliveries expected to rival Boeing's 737 as the world's most-sold jet.
Airbus AIR.PA delivered a stronger-than-expected 73 jets in September, a record for that month of the year, as delays in engine deliveries showed signs of easing, industry sources said. Advertisement
Airbus declined to comment on the figure, which is higher than earlier analyst forecasts of 69 to 70 deliveries.
The breakthrough in September deliveries, up from 50 in the same month last year, brings the cumulative total since January above 2024's running year-to-date tally for the first time.
However, it also leaves Airbus needing to pull off a record fourth-quarter with 313 deliveries between October and December, up 16% from the last three months of 2024, to reach a full-year target of 820 deliveries, independent analyst Rob Morris said.
The previous fourth-quarter peak was 297 in 2018, he added.
September's figure implies that Airbus delivered 507 aircraft between January and September, up 2% from 497 in the first nine months of last year. Deliveries at the half-year stage were down 5%.
Jefferies, which estimates 69 deliveries in September, said this week that the month had seen a notable increase compared with the previous year, suggesting an easing of the recent gaps in engine supplies mainly from CFM GE.NSAF.PA.
Provisional data from analytics firm Cirium pegged September deliveries at 70 aircraft.
Airbus has seen production of its A320 single-aisle held back by delayed engines, while also struggling with plans to increase output of its best-selling model to 75 a month.
Even so, the 54-year-old European company is on the cusp of making industry history as total A320 deliveries look set to match those of the Boeing 737 - or more than 12,250 aircraft each - to become the most-sold commercial jetliner, Morris said.
Airbus will issue monthly order and delivery data on October 8.
Source: Reuters
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