Airbus 2Q commercial deliveries fall amid engine shortages

Airbus Family

Airbus 2Q commercial deliveries fell year on year to 170 jets. Airbus 2Q commercial deliveries still rose from 136 in 1Q. Supply chain constraints, especially Leap engines, continued to bite. The company targets about 820 deliveries in 2025.

Program mix and production cadence

Narrowbody output weakened as A320neo deliveries slipped to 126 from 145. A220 shipments improved to 24 from 16 a year earlier. Widebody deliveries were mixed across the quarter. A350 fell to 12 from 14, while A330 rose to 8 from 6. Shipment stability suggests steady, quality-focused production cadence. However, the 38-per-month narrowbody goal still matters.

Risks, orders, and backlog outlook

Airbus must accelerate in the second half to hit 820. First-half deliveries totaled 306, leaving a heavy lift. Potential UK strike action could pressure wing supply. A U.S. Section 232 probe also threatens trade costs. Gross orders reached 214, or 198 net after cancellations. The company’s backlog stood at 8,754 aircraft on 30 June. Rival Boeing delivered 150 aircraft in the quarter. Competitive momentum adds pressure on Airbus execution.

The Metalnomist Commentary

Airbus must convert large backlog into predictable monthly cadence. Engine flow, labor stability, and logistics will define outcomes. Watch A320neo engine availability and A350 build integrity through year-end.