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| Airbus |
Airbus aircraft deliveries fell in the first quarter as shortages of Pratt & Whitney geared turbofan engines constrained narrowbody production. The European aircraft manufacturer delivered 114 aircraft in January-March, down from both the previous quarter and the same period in 2025.
Airbus aircraft deliveries improved month by month, rising from 19 in January to 35 in February and 60 in March. However, the quarterly total still showed that engine supply remains a bottleneck for the company’s production ramp-up.
Airbus aircraft deliveries included 19 A220s, 81 A320 Family aircraft, three A330s and 11 A350s. A350 and A220 deliveries increased from a year earlier, but the A320 Family remained under pressure because of insufficient GTF engine deliveries.
GTF Engine Supply Remains a Narrowbody Production Constraint
The A320 delivery decline was partly linked to reduced deliveries of Pratt & Whitney GTF engines. Airbus remains in dispute with Pratt & Whitney over how the engine-maker splits output between new aircraft production and aftermarket demand.
This matters because narrowbody aircraft account for the largest part of Airbus’ delivery base. Any engine shortage directly affects final assembly, customer handovers and the company’s full-year delivery profile.
Airbus chief executive Guillaume Faury said earlier this year that Pratt & Whitney’s failure to commit to ordered engine volumes was affecting 2026 guidance and the ramp-up trajectory. That statement underlined how engine supply has become one of the most important constraints in aerospace manufacturing.
Delivery Target Requires a Strong Back-Loaded Year
Airbus is targeting 870 aircraft deliveries in 2026. After delivering 114 aircraft in the first quarter, the company would need to deliver 756 units from April through December to reach that target.
The target depends on a heavily back-loaded delivery schedule. Airbus delivered significantly more aircraft in the fourth quarter, especially in December, in both 2024 and 2025 as it pushed to meet annual targets.
The supply-chain implication is clear. Engine makers, casting suppliers, forging suppliers, titanium processors, nickel alloy producers and precision machining companies must support a faster production pace in the remaining months.
For the metals market, the issue is not only aircraft demand. Aerospace output depends on qualified supply of titanium, nickel superalloys, aluminium, specialty steels, castings and engine components. Engine shortages show how one bottleneck can slow the entire aircraft value chain.
The Metalnomist Commentary
Airbus’ first-quarter deliveries show that aerospace demand remains strong, but supply-chain execution is still fragile. The engine bottleneck reinforces the strategic value of qualified titanium, nickel alloy, casting and precision component capacity.

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