Banco Sabadell | According to Reuters, Airbus delivered around 60 aircraft in August (compared to 47 in August 2024 and 67 in July 2025). If this figure is confirmed, it would bring the total number of deliveries in 2025 to around 433 aircraft compared to 447 aircraft in the same period in 2024; down 3%).
Assessment: pending confirmation of the final number of deliveries in the coming days, the preliminary data shows solid performance. In this regard, we note that Airbus maintained its 2025 guidance of delivering around 820 aircraft in its July 2025 business update. Thus, to reach that figure, it would have to deliver around 387 aircraft from September to December, which represents a 20% increase compared to the 319 delivered in the same period in 2024. Although this seems demanding, if the improvement seen in August (up 27% compared to August 2024) continues, it could allow them to reach their target.
