Banc Sabadell | Airbus (AIR) would have delivered 793 aircraft in 2025 (against 790 aircraft in its revised guidance) after accelerating deliveries in the last days of the year, according to Bloomberg.
If this figure is confirmed, they would have been able to deliver 136 aircraft in December (as opposed to 72 in November and 123 aircraft in December 2024; up 10.6%).
Assessment: Pending confirmation of the final number of deliveries in the coming days, the preliminary data shows solid progress and would allow them to meet their 2025 guidance.
We recall that, although the target was demanding and represented an increase on November’s figures, our forecast was that Airbus would meet its target for the year as a whole.
