Airbus(US:EADSY) Ge Long Hui·2026-01-04 10:08Core Viewpoint - Airbus Group is expected to deliver 793 aircraft in 2025, exceeding its revised annual target due to a significant increase in deliveries in the last days of the year [2] Group 1: Delivery Performance - The preliminary delivery figure of 793 aircraft may be subject to slight adjustments [2] - Airbus had previously lowered its delivery target for 2025 from approximately 820 aircraft due to issues with its A320 series, including a large-scale recall and non-compliant fuselage skin panels requiring additional inspections [2] Group 2: Market Context - Aircraft delivery volumes for both Airbus and its competitor Boeing are closely monitored market performance indicators, as they represent the largest cash source for both companies and are critical for assessing supply chain stability [2] - Airbus has faced ongoing challenges with timely procurement of various components, including interior parts and engines, which often leads to delays in aircraft deliveries [2]