Airbus reports steady July deliveries, confirms China orders

• Airbus must deliver approximately 90 jets monthly for the remainder of 2025 to meet its target of 'around 870' deliveries, which CEO Guillaume Faury indicated could extend to 890 units
• July orders included confirmation of deals from Chinese carriers and 100 A320neo-family aircraft from Irish lessor SMBC Aviation, while AirAsia X cancelled 15 A330neos as part of a deal for 150 A220s
• The company has accumulated 1,090 net orders year-to-date after adjustments, following a subdued showing at the Farnborough Airshow

Airbus July Deliveries Summary

Key Performance Metrics:

Airbus delivered 67 aircraft in July 2025, flat compared to the same month in 2024, bringing year-to-date deliveries to 418 units. To meet its full-year target of approximately 870 aircraft, the European planemaker must average 90 deliveries per month through year-end.

Delivery Targets and Outlook:

CEO Guillaume Faury clarified that the "around 870" target encompasses deliveries up to 890 units, though internal sources indicate the company is pushing staff toward exceeding 900 deliveries. Management expressed confidence in achieving this goal during last week's earnings results, while adopting a more conciliatory stance toward Pratt & Whitney regarding ongoing engine supply disputes.

Order Activity:

Airbus secured 204 gross orders in July following a subdued Farnborough Airshow, bringing total 2025 orders to 1,024 (or 1,090 after adjustments). Notable bookings included:

• 100 A320neo-family aircraft from Irish lessor SMBC Aviation Capital (confirmed at Farnborough)
• Orders from China and India (specific quantities not disclosed)
• 150 A220s for AirAsia X, offsetting cancellations of 15 A330neos

Competitive Context:

SMBC Aviation Capital, the world's second-largest aircraft lessor, also ordered 100 Boeing 737 MAX jets at Farnborough. Industry sources suggest these orders may have been previously flagged in Boeing's June data. Boeing is scheduled to release updated order figures next Tuesday.

Market Implications:

The steady delivery pace and healthy order backlog indicate continued strong demand for commercial aircraft, though supply chain challenges persist, particularly with engine availability.