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| Airbus |
Airbus delivered 793 aircraft in 2025, beating its revised goal but missing earlier ambitions. Airbus delivered 793 aircraft in 2025 as engine availability and key aerostructure parts constrained output. As a result, Airbus delivered 793 aircraft in 2025 with momentum, yet still below pre-pandemic peak pacing.
Airbus delivered 793 aircraft in 2025, up from 766 in 2024. The company booked 1,000 gross orders and recorded 889 net orders after cancellations. Meanwhile, its backlog rose to 8,754 aircraft, reinforcing a production runway measured in years.
What drove deliveries above the revised target
Airbus delivered 136 aircraft in December to clear its revised 790 target. That month included 114 single-aisle aircraft plus a late-year widebody push. However, the delivery sprint highlighted how tightly production still depends on supplier readiness.
Earlier in the year, Airbus faced constraints on A320-family engines and specific components for the A220 and A350. A software issue in November forced 6,000 groundings, adding operational drag. Therefore, even after resolving software and fuselage panel issues, Airbus stepped back from its original 820 target.
Why the order backlog keeps pressure on aluminium supply chains
The backlog now exceeds a decade of work at current build rates. That scale supports long-cycle demand for aerospace aluminium alloys and qualified titanium and superalloy components. Meanwhile, delivery volatility can still ripple into metal purchasing schedules and premium-sensitive demand.
Airbus enters 2026 with a cleaner path after resolving late-2025 disruptions. Progress on Spirit AeroSystems programme integration also reduces part-supply uncertainty. However, geopolitical risk and remaining bottlenecks will still shape how fast output can rise.
The Metalnomist Commentary
Airbus is rebuilding delivery cadence, but the system still runs on fragile supplier timing. However, a backlog of this size keeps metals demand resilient even when monthly deliveries swing. The winners will be suppliers that prove quality stability at volume.

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