Airbus и Boeing будут поставлять новые самолеты постепенно в 2025 году

dailyblitz.de 18 часы назад

Airbus and Boeing, based in Toulouse and Seattle respectively, face a sluggish start to 2025 aircraft deliveries despite ambitious targets. Airbus aims for 820 deliveries, while Boeing’s estimated goal is 610, yet Q1 data hints at challenges ahead.

Both manufacturers grapple with production hurdles, but signs of recovery emerge with Airbus boosting A320 output and Boeing tackling 737 inventory at Seattle. This article explores their Q1 performance, ongoing issues, and potential for improvement.

Aircraft Delivery Delays 2025

Airbus and Boeing, the two largest commercial aircraft manufacturers, are facing significant delivery challenges in early 2025.

The first quarter data shared by Cirium reveals that Airbus delivered 134 aircraft, while Boeing shipped 130. These figures suggest both companies are currently falling short of their annual targets.

Supply chain disruptions, particularly delays in CFM Leap engine deliveries, are among the primary obstacles.

Airbus Challenges and Production Constraints

Airbus delivered 69 aircraft in March, comprising 18 A320s, 33 A321s, 10 A220s, two A330-900s, and six A350-900s.

With a total of 134 deliveries in the first quarter, Airbus faces a shortfall if it aims to meet its 820-unit guidance for the year.

Historically, the first quarter accounts for around 20% of annual deliveries, indicating a potential total of 660—well below the target.

One of Airbus’s key challenges is the limited availability of CFM Leap engines for the A320 family. Cirium data suggests that 43 A320 family aircraft have flown but remain undelivered, while 70 more are assembled but yet to fly.

Among these, 43 are awaiting Leap engines. Airbus expects deliveries to improve as these aircraft are completed.

Additionally, first-flight data from March shows a production increase, with 53 flights recorded—up from 42 in February and 38 in January.

Boeing Challenges and Constraints

Boeing delivered 41 aircraft in March, including 33 737 MAX, four 787s, and four 777-200LRFs. This brings its first-quarter total to 130.

Based on past trends, Boeing typically delivers 24.5% of its annual output in Q1, suggesting a 530-unit forecast—falling short of its estimated 610 deliveries for 2025.

Production of the 737 MAX is gradually ramping up, with 27 first flights in March compared to an average of 23 in the prior months.

Boeing aims to meet the FAA-mandated cap of 38 aircraft per month by mid-2025. Additionally, 25% of the year’s 737 MAX deliveries so far have come from inventory aircraft—jets produced earlier but not immediately delivered.

While inventory releases slowed in March, Boeing still has 34 737-8s in stock, which could help boost deliveries. If the 737-7 receives certification in 2025, an additional 28 aircraft may be delivered.

The 787 program also holds promise, with 25 undelivered units, including 13 for Lufthansa, delayed due to seat supply issues.

COMAC’s Competitive Market

China’s COMAC aims to challenge the Airbus-Boeing duopoly with its C919, targeting 30 deliveries in 2025 after 13 in 2024.

Major airlines—China Eastern (MU), Air China (CA), and China Southern (CZ)—expect 10, 12, and 10 units respectively. However, Q1 saw just one delivery to COMAC Express.

This sluggish pace, mirroring Airbus and Boeing’s supply chain struggles, tempers expectations of COMAC disrupting the market soon. Its challenges in Shanghai (SHA) rival those in Toulouse (TLS) and Seattle (SEA).