Airbus delivered around 30 aircraft in the first half of December, moving at a slower-than-usual pace for the month as some airlines reportedly held off on accepting new jets while awaiting details on inspections tied to a recently identified fuselage panel issue, according to industry sources and analysts.
With Airbus having delivered 657 aircraft from January through November, the manufacturer would need to hand over more than 100 additional jets in the second half of December to meet its revised full-year goal of about 790 deliveries. Analyst Rob Morris said that based on Cirium data showing 29 deliveries as of last Friday, hitting the updated target would be “a very steep challenge” at this stage of the month.
Airbus has historically boosted deliveries in the final days of the year, but the company declined to comment on mid-month delivery figures.
Earlier this month, Airbus trimmed its 2025 delivery guidance by roughly 4%—from around 820 aircraft to about 790—after what CEO Guillaume Faury described as “weak” November deliveries. The slowdown followed the discovery of a quality issue affecting certain fuselage panels on A320-family aircraft.
Industry sources said multiple airlines have been hesitant to take delivery until they receive more technical clarity on the inspection work expected for up to 628 aircraft, including planes still in production and some already operating in airline fleets. Some carriers have also pushed for compensation and improved warranty terms to address disruption linked to the issue, sources added. Airbus declined to comment on commercial negotiations.
Airbus has said the fuselage panel defect does not impact flight safety. Separately, the company recently carried out an emergency software recall to address a safety vulnerability to cosmic radiation that was highlighted after a JetBlue flight experienced a mid-air loss of altitude in October.
Despite the delivery challenges, Airbus remains ahead of Boeing in aircraft handovers—a key metric tied to revenue—though the company acknowledged last week it is likely to lose the annual order race for the first time in six years, according to Reuters.