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Airbus struggles with supply chain problems despite high delivery figures

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European aircraft manufacturer Airbus delivered around 2025 aircraft to its customers in the first half of 300. CEO Guillaume Faury nevertheless remains committed to its annual delivery target of 820 aircraft – albeit with some reservations. To achieve this target, Airbus must complete and deliver around 520 aircraft in the second half of the year, an ambitious task given the ongoing challenges in the supply chain.

Market experts estimate that Airbus delivered around 60 aircraft in June. However, this figure remains below the company's industrial capabilities, primarily due to persistent supply chain problems. In particular, bottlenecks in engines, such as the CFM LEAP-1A models for the A320neo series, are leading to a backlog of so-called "gilders"—finished aircraft waiting for missing parts—at the factories. This situation is particularly challenging for Airbus, as the company is in the midst of a production ramp-up. The long-term plan is to increase the production rate for the successful A320neo program alone to 2027 aircraft per month by 75.

In June, ahead of the Paris Air Show, Guillaume Faury had already reaffirmed the target of 820 deliveries for 2025, which he had announced at the beginning of the year. However, he admitted that this target had "become a little more ambitious" given the delays in engines and other components. Privately, the company said that, without the supply chain disruptions, four-digit annual production would have been conceivable by now. The global supply chain challenges that have burdened the aviation industry since the pandemic affect not only Airbus but the entire industry, requiring constant adjustment of production plans and strategies.

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