Deutsche Bank | Airbus (ABS) has released its orders and deliveries for March 2025. The company delivered 71 aircraft and recorded 211 gross orders, delivering a total of 136 aircraft in the first quarter of 2025. March 2025 deliveries are the highest in any March since 2022, supporting the view that Airbus’ industrial performance is improving.
This could bode well for the rest of the year, if tariffs do not disrupt the acceleration. Airbus delivered 71 aircraft in March, including 10 A220s, 1 A319 neo, 18 A320neos, 34 A321neos, 2 A330neos and 6 A350s. This is the best March in the 2022-2025 period, with an acceleration in deliveries of both A220 and A320. In terms of orders, the 211 gross orders registered in the month are positive. The cancellation of 72 A320neo orders is due to Go First suspending its operations, so it is not indicative of any sudden change in airline capacity planning.
Deliveries to take off in March; Target €183. Last close €140.24, Buy
