Market Intelligence: -Airline Aircraft Orders

Airbus Delivers 306 Aircraft in First Half of 2025

Global – Airbus has reported strong first-half (H1) 2025 results, highlighting solid commercial and financial performance despite persistent supply chain constraints. The company delivered 306 commercial aircraft, generated €29.6 billion in revenue, and confirmed its guidance for full-year 2025, targeting 820 deliveries and €7 billion in EBIT Adjusted.

  • 306 aircraft delivered in H1 2025:

    • 41 A220

    • 232 A320 Family

    • 12 A330

    • 21 A350

  • 494 gross orders and 402 net commercial aircraft orders placed in H1, raising the order backlog to 8,754 aircraft.

  • Revenue increased 3% year-on-year to €29.6 billion, though commercial aircraft revenue dipped 2% due to fewer deliveries.

  • EBIT Adjusted rose to €2.2 billion, up from €1.4 billion in H1 2024.

  • Net income reached €1.5 billion with reported earnings per share of €1.93, up from €1.04 a year prior.

  • Free cash flow before customer financing was -€1.6 billion, largely due to inventory buildup and delayed engine deliveries affecting over 60 completed aircraft.

  • Airbus reaffirmed its 2025 guidance, targeting:

    • ~820 aircraft deliveries

    • ~€7.0 billion EBIT Adjusted

    • ~€4.5 billion free cash flow (pre-customer financing)

Production Outlook

  • The A320neo program continues its ramp-up toward 75 aircraft/month by 2027, despite engine delays from Pratt & Whitney and CFM.

  • Airbus targets increased production across programs:

    • A330: Rate 5 by 2029

    • A350: Rate 12 by 2028

    • A220: Rate 14 by 2026

Source: Airbus

Related Posts

Aircraft Manufacturer Positioned for New Orders as Global Trade Talks Advance in 2025

China – Boeing may soon see a significant revival in aircraft orders from China, as the Civil Aviation Administration of China (CAAC) begins surveying the country’s airlines regarding future fleet needs and potential procurement of overdue Boeing orders. This development signals a possible thaw in U.S.-China aviation trade relations, offering Boeing a strategic opening amid ongoing bilateral trade talks.

  • On July 28, 2025, CAAC met with Boeing Senior Vice President Brendan Nelson in Beijing to explore deeper aviation cooperation.

  • The CAAC has asked Chinese carriers to update their 2025+ fleet renewal plans, including any discussions with Boeing and intentions to proceed with 737 MAX and 787 Dreamliner orders.

  • The inquiry comes as U.S. Treasury Secretary Scott Bessent and Chinese Vice-Premier He Lifeng prepare for a third round of trade talks in Stockholm, with large aircraft purchases historically serving as trade-balancing gestures.

  • China’s pent-up demand for Boeing jets is significant, especially among Boeing-only fleet operators such as:

    • Shandong Airlines – 131 Boeing 737s (avg. age: 11+ years)

    • Shanghai Airlines – 83 Boeing aircraft including 8 Dreamliners

    • China United Airlines – 59 Boeing 737s

    • 9 Air and Donghai Airlines – 20+ Boeing jets each

  • Boeing’s Zhoushan delivery center near Shanghai has also resumed activity, suggesting readiness for broader re-engagement.

  • Industry analysts believe potential new Boeing orders may be timed with anticipated diplomatic events, such as a proposed Xi–Trump meeting at the 2025 APEC Summit in South Korea.

Source: Chinese Media Reporting

Related Posts