Airbus reportedly delivered 30 aircraft in the first half of December.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 15 2025
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Should l Buy ?
Source: SeekingAlpha
Delivery Pace: Airbus delivered around 30 aircraft in early December, which is slower than usual as customers await solutions for a fuselage issue.
Year-End Target: With 657 jets delivered from January to November, Airbus needs to deliver over 100 more in December to meet its revised target of approximately 790 planes.
Analyst Concerns: Analysts express doubts about Airbus's ability to accelerate production in the remaining weeks of the year, given fewer than 30 deliveries reported as of last Friday.
Industry Context: The situation comes amid a competitive landscape, with Boeing expected to receive more plane orders this year, highlighting the pressure on Airbus to perform.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
