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Airbus cuts 2025 delivery target due to A320 fuselage panel issue

Airbus attributes 3.7% delivery cut to supplier panel defects in 628 A320 jets, with 168 in service, while maintaining financial targets despite production disruption.

  • On Dec. 3, Airbus SE lowered its 2025 delivery target by 30 jets to around 790 due to a fuselage panel problem disrupting the A320 family delivery flow.
  • A supplier quality issue on fuselage panels prompted Airbus SE to trace incorrect thickness in five specific fuselage panels supplied by Sofitec Aero SL, Seville, Spain.
  • Airbus told customers it will inspect up to 628 aircraft, including 168 in service, and Jefferies analysts stated `The 30 aircraft removed from the delivery guide this year are not all expected to require a parts change, but for now only require a non-destructive test to be performed`.
  • Analysts warned of earnings and cash impacts estimated by Citi, with Airbus shares falling sharply by more than 6.5% despite keeping adjusted EBIT target around 7.0 billion euros and free cash flow around 4.5 billion euros.
  • Jefferies expects the 30 planes to be ready early next year, after a software fix for about 6,000 A320-family aircraft intensified scrutiny alongside rival Boeing's quality issues.
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The European aircraft manufacturer Airbus will not be able to deliver as many machines as planned this year.

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The Epoch Times broke the news in New York, United States on Tuesday, December 2, 2025.
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