Airbus’ commercial aircraft division has reported impressive financial results for the first nine months of 2025, driven by higher delivery volumes, and despite a challenging ramp-up environment.
The company delivered a total of 507 commercial aircraft between January and September 2025, an increase from 497 in the same period in 2024, with narrowbody deliveries of 392 A320 Family and 62 A220s.
Commercial aircraft activities generated EUR 33.9 billion in revenues, a 3% increase year-on-year, primarily reflecting the higher number of deliveries and growth in related services.
Adjusted Earnings Before Interest and Taxes (EBIT Adjusted) for the division rose 8% to EUR 3,270 million, driven mainly by a more favourable hedge rate and lower research and development expenses.
The commercial order backlog remained robust at 8,665 aircraft as of the end of September 2025, providing several years of guaranteed production.
Gross commercial aircraft orders totaled 610, though net orders settled at 514 aircraft after cancellations, down from 648 net orders in the corresponding 2024 period.
Airbus reaffirmed its target to deliver around 820 commercial aircraft for the full year 2025, underscoring its confidence in overcoming ongoing supply chain pressures and the heavily backloaded delivery schedule.
Airbus continues to focus on increasing production rates across its key programmews, with the A320 Family programme targeting a record production rate of 75 aircraft per month in 2027.
However, the A220 saw an adjustment to its ramp-up plan. While the A220 programme is highly sought after, the company said that the current balance between supply and demand led to an adjusted trajectory. As reported by LARA this week, Airbus is now targeting a rate of 12 A220s per month by the end of 2026 rather than mid-year.
CEO Guillaume Faury acknowledged the context: “Deliveries remain backloaded amid a complex and dynamic operating environment. Meanwhile, we continue to expand our industrial capacity to support the commercial aircraft ramp-up.”
PHOTOS: Rob Munro
A321 wings arrive at the Airbus Final Assembly Line in Toulouse.
