Airbus Lowers Aircraft Delivery Targets Due to A320 Fuselage Issue
Dec 3, 2025
Airbus has announced a reduction in its target for delivering commercial aircraft in 2025. The company now expects to deliver around 790 aircraft, down from its previous goal, because of a quality issue with metal fuselage panels on its A320 jets.
The problem involves defects found on a wider range of fuselage panels supplied by a Spanish manufacturer. Airbus engineers are preparing to inspect hundreds of A320 jets in response to the issue.
This quality concern has added to other challenges, such as supply chain and worker shortages. Recent software updates ordered for the A320 line also contributed to operational slowdowns.
Despite these setbacks, Airbus has provided new guidance for its deliveries, earnings, and cash flow in 2025, offering some reassurance to investors.
What is the fuselage issue affecting Airbus?
Defects were found in the metal panels of A320 aircraft, which could impact their safety or quality. Airbus is now inspecting many of these jets.
Why is Airbus delivering fewer planes?
Airbus reduced its delivery target due to the quality problem with fuselage panels, as well as other supply and staffing issues.
Which Airbus aircraft are affected?
The issue mainly affects the company's A320 series jets.
How is Airbus addressing the problem?
Airbus is inspecting affected jets, updating software, and working with suppliers to fix the panel defects.
Sources
Airbus prepares A320 inspections as fuselage flaw hits deliveries
Reuters
Reuters
Airbus engineers have found defects on a wider set of A320 fuselage panels as they prepare to inspect hundreds of jets for a flaw that the company's chief executive says is hurting deliveries.
Airbus cuts commercial aircraft delivery target for 2025 due to fuselage flaw
Reuters
Reuters
Airbus on Wednesday lowered its commercial aircraft delivery target to around 790 aircraft for 2025 due to a supplier quality issue on fuselage panels impacting its A320 line.
Airbus Cuts Plane Delivery Goal Due to A320 Fuselage Quality Issue
WSJ
WSJ
The quality issue with metal panels on hundreds of its A320 jets is a major blow to the group as it struggles to overcome supply-chain hurdles.
Airbus expects to deliver fewer aircrafts this year after a difficult few days....
CNBC
CNBC
Airbus cut its delivery guidance Wednesday, citing an issue relating to fuselage panels impacting its A320-series aircrafts. The issue followed a software fix the company ordered late last week, which forced a chunk of its fleet to be grounded.
Why Is Airbus Stock Up Today?
The Motley Fool
The Motley Fool
Software problems and quality control issues have dragged down Airbus stock lately. New guidance for 2025 deliveries, earnings, and free cash flow are reassuring investors today.
Airbus Lowers Delivery Targets Due to Slew of Issues
Bloomberg Markets and Finance
Bloomberg Markets and Finance
Airbus has lowered its delivery target for the year due to supply and worker shortages and a quality issue with aircraft panels from a Spanish supplier. It is also updating software on 6,000 A320 jets.
Airbus Stock Surges Despite Cut To Delivery Forecast
Investors Business Daily
Investors Business Daily
Airbus cuts its commercial plane delivery target for the year amid A320 issues, provides update on financial forecast.
Airbus Reduces 2025 Delivery Target: Is Your Aerospace ETF Still Safe?
Zacks Investment Research
Zacks Investment Research
Airbus' reduction of its 2025 delivery target raises fresh questions for aerospace ETFs, as A320 quality issues shake investor confidence.
Airbus Deserves To Fly High
Seeking Alpha
Seeking Alpha
Airbus SE is a high-quality industry leader, with strong growth in revenue, profits, and backlog, warranting a 'buy' rating. EADSF benefits from robust order intake, expanding deliveries, and a dominant market share across commercial, helicopter, and freighter segments. Shares trade at reasonable va...
Spanish union says it warned of quality issues at local Airbus supplier
Reuters
Reuters
Representatives of one of Spain's largest unions, UGT, said on Thursday that faults discovered in Airbus fuselage panels made by Seville-based supplier Sofitec Aero were consistent with concerns about quality controls it had expressed to both firms.
Why Airbus Stock Stalled on Thursday
The Motley Fool
The Motley Fool
Two analysts tracking the aerospace giant cut their price targets on its equity. Despite that, the pair remained bullish on its prospects.
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