In May 2024, Airbus delivered 53 aircraft, a decrease of 16 percent compared to the previous year. A total of 256 aircraft have been delivered to customers since the beginning of the year. The aircraft manufacturer announced this on Thursday. Demand for aircraft is high, while supply is tight, especially at Boeing.
Analysts such as Chloe Lemarie of Jefferies described the figure of 53 deliveries as a "setback". Airbus had actually aimed for around 60 deliveries. The company now has a "significant shortfall" to make up in order to meet its quarterly targets, said Lemarie.
The annual target of 800 deliveries is under threat as Airbus is under pressure from shortages of parts and labor. Analysts such as Victor Allard of Goldman Sachs and Christophe Menard of Deutsche Bank stress the importance of the coming months for Airbus' production and delivery plans.
Despite the challenges, Airbus' order book remains well filled. In May, the company recorded orders for 27 new aircraft and sold 27 aircraft, including 20 A330 Neos to an undisclosed customer. So far this year, Airbus has sold 254 aircraft.
On the stock exchange, Airbus shares reacted negatively to the news, with a loss of two and a half percent to 149,68 euros by the early afternoon. Nevertheless, the stock has still gained almost seven percent since the beginning of the year.
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