Airbus SE Adjusts 2025 Delivery Target Amid Quality Concerns
Airbus SE has announced a revision to its 2025 commercial aircraft delivery target while reaffirming its financial guidance. The update, disclosed on 3 December 2025, comes at a time when the manufacturer is grappling with a series of quality issues that threaten to disrupt its December delivery schedule.
Revised Delivery Outlook
In an equity‑sensitive disclosure, Airbus confirmed that it will now aim to deliver 820 aircraft in 2025, a modest adjustment that reflects the current operational reality. The company maintains its projected revenue and profitability figures, signalling confidence that the short‑term disruptions will not erode long‑term financial performance.
A320 Structural Flaw and Software Glitch
The most immediate risk to the delivery calendar originates from a structural anomaly identified in the fuselage of a subset of the A320 family. On 2 December 2025, a panel inspection revealed a defect that could delay the hand‑over of hundreds of jets. This defect has already caused a dip in November deliveries and is expected to tighten the December schedule.
Simultaneously, a software glitch that affected the flight‑deck computers of approximately 6,000 aircraft has been addressed. By the following day, Airbus announced that the majority of affected jets had received the necessary update, mitigating the potential for further operational disruption.
Market Reaction
The combined impact of the fuselage flaw and the software issue has weighed on investor sentiment. On 2 December, Airbus shares fell 5.9 % in the DAX, reflecting concerns over delayed deliveries. However, the market has shown resilience; the shares recovered some of the losses later in the day, underscoring confidence that the company’s corrective actions will restore production cadence.
Forward‑Looking Perspective
Airbus’s decision to maintain its financial guidance, despite the delivery setback, indicates a robust risk management framework. The company’s swift response to the software glitch and its proactive evaluation of the fuselage issue suggest that it is well positioned to absorb short‑term shocks without compromising its long‑term growth trajectory.
With the delivery target firmly set and corrective measures underway, Airbus remains poised to deliver on its commitments for 2025, while safeguarding shareholder value in a volatile market environment.
