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Aircraft Orders & Deliveries

Airbus Revises 2025 Delivery Targets Due to Supplier Quality Issue

Airbus reduces 2025 aircraft deliveries from 820 to 790 citing fuselage panel quality problems; financial guidance remains stable.

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This article is based on an official press release from Airbus.

Airbus Adjusts 2025 Delivery Targets Amid Supply Chain Challenges

On December 3, 2025, Airbus SE officially updated its commercial aircraft delivery guidance for the full year. In a statement addressing production adjustments, the European planemaker lowered its delivery target from approximately 820 to 790 aircraft. The company attributed this reduction to a specific quality issue involving fuselage panels on the A320 Family.

Despite the reduction in physical deliveries, Airbus confirmed that it is maintaining its financial guidance for the year. The company projects an Adjusted EBIT of approximately €7.0 billion and Free Cash Flow (before Customer Financing) of around €4.5 billion, signaling confidence in its operational resilience despite late-year supply chain hurdles.

Revised Operational Guidance

The primary adjustment in the December 3 announcement focuses on the volume of commercial aircraft deliveries. The previous target of roughly 820 units has been revised downward by 30 aircraft. According to the company’s press release, this decision stems from a “supplier quality issue” that necessitates inspections and potential remediation, disrupting the flow of deliveries during the critical year-end period.

While the delivery volume has decreased, the financial outlook remains stable. By reaffirming the €7.0 billion earnings target, Airbus indicates that the costs associated with these delays and inspections are manageable within the current fiscal framework.

Supply Chain and Quality Context

While the official press release cites a general supplier quality issue, industry reporting provides further granularity regarding the cause of the disruption. According to research reports summarizing the event, the specific defect involves the incorrect thickness of metal fuselage panels supplied by Sofitec Aero, a manufacturer based in Seville, Spain.

Reports indicate that the deviation occurred during manufacturing processes involving stretching and milling. The scope of the impact is significant; industry data suggests approximately 628 aircraft are potentially affected, with roughly 40% of those still on the production line. Importantly, Airbus has stated there is no immediate safety risk to the in-service fleet, characterizing the issue as an industrial quality “escape” rather than a flight safety emergency.

This delivery adjustment arrives shortly after a separate operational challenge. In late November, a software vulnerability regarding the Elevator and Aileron Computer (ELAC) on A320 aircraft prompted a recall to address potential data corruption from solar radiation. While distinct from the fuselage issue, the combination of events created a complex operational environment for the manufacturer in the fourth quarter.

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Analyst Sentiment and Market Reaction

Following the announcement, market reaction appeared to stabilize. Shares in Airbus, which had fallen approximately 6-10% earlier in the week due to initial reports of the quality issue, recovered by 2-3% after the official release clarified the scope and confirmed financial targets were safe.

Market analysts have generally viewed the update as a “clearing of the air.” In a note to investors, Jefferies analyst Chloe Lemarie observed that the cut appears driven by the time required for inspections rather than a fundamental breakdown in production.

“Not all [affected] aircraft would necessarily require parts changes; many just need testing.”

, Chloe Lemarie, Jefferies (via industry reporting)

Similarly, Morningstar analyst Nicolas Owens maintained a “Fair Value” estimate for the company, suggesting that a shortfall of 30 aircraft represents a short-term logistical hurdle rather than a threat to the company’s long-term competitive advantage.

AirPro News Analysis

The Fragility of the “Year-End Sprint”

At AirPro News, we observe that this incident highlights a recurring vulnerability in the aerospace sector: the “year-end sprint.” Manufacturers traditionally deliver a disproportionate number of aircraft in December to meet annual targets. When a quality escape at a Tier 2 or Tier 3 supplier, such as the reported issue at Sofitec, is discovered in late November, it becomes mathematically impossible to recover the lost days before the fiscal year closes.

Furthermore, while the reduction of 30 aircraft is financially absorbable, it underscores the extreme fragility of the post-pandemic supply-chain. As production rates ramp up to meet record demand, quality control at sub-tier suppliers remains a critical bottleneck that can have outsized impacts on final delivery numbers.


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Photo Credit: Stephane Mahe

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Aircraft Orders & Deliveries

Qanot Sharq Receives First Airbus A321XLR in Central Asia

Qanot Sharq becomes Central Asia’s first operator of the Airbus A321XLR, expanding long-haul routes to North America and Asia from Tashkent.

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This article is based on an official press release from Airbus and Qanot Sharq.

Qanot Sharq Becomes First Central Asian Operator of Airbus A321XLR

On December 19, 2025, Qanot Sharq, Uzbekistan’s first private airline, officially took delivery of its first Airbus A321XLR (Extra Long Range) aircraft. The delivery, facilitated through a lease agreement with Air Lease Corporation (ALC), marks a historic milestone for aviation in the region, as Qanot Sharq becomes the launch operator of the A321XLR in Central Asia and the Commonwealth of Independent States (CIS).

This aircraft is the first of four confirmed A321XLR units destined for the carrier. According to the official announcement, the airline intends to utilize the aircraft’s extended range to open new long-haul markets that were previously inaccessible to single-aisle jets, including planned services to North America and East Asia.

Aircraft Configuration and Capabilities

The newly delivered A321XLR is powered by CFM International LEAP-1A engines and features a two-class layout designed to balance capacity with passenger comfort on longer sectors. The aircraft accommodates a total of 190 passengers.

  • Business Class: 16 lie-flat seats, offering a premium product for long-haul travelers.
  • Economy Class: 174 seats.

In addition to the seating configuration, the aircraft is fitted with Airbus’ “Airspace” cabin interior. Key features include customizable LED lighting, lower cabin altitude settings to reduce jet lag, and XL overhead bins that provide 60% more storage capacity compared to previous generation aircraft.

Nosir Abdugafarov, the owner of Qanot Sharq, emphasized the strategic importance of the delivery in a statement regarding the fleet expansion.

“The A321XLR’s exceptional range and efficiency will allow us to offer greater comfort and convenience while maintaining highly competitive operating economics.”

, Nosir Abdugafarov, Owner of Qanot Sharq

Strategic Network Expansion

The introduction of the A321XLR allows Qanot Sharq to deploy a narrowbody aircraft on routes typically reserved for widebody jets. With a range of up to 4,700 nautical miles (8,700 km), the airline plans to connect Tashkent with destinations in Europe, Asia, and North America.

According to the airline’s strategic roadmap, the new fleet will support route expansion to Sanya (China) and Busan (South Korea). Furthermore, the airline has explicitly outlined plans to serve New York (JFK) via Budapest. While the A321XLR has impressive range, the distance between Tashkent and New York (approximately 5,500 nm) necessitates a technical stop. Budapest will serve as this intermediate point, potentially allowing the airline to tap into passenger demand between Central Europe and the United States, subject to regulatory approvals.

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AJ Abedin, Senior Vice President of Marketing at Air Lease Corporation, noted the geographical advantages available to the airline.

“Qanot Sharq is uniquely positioned to unlock the full potential of the A321XLR due to its strategic location in Uzbekistan, bridging Europe and Asia.”

, AJ Abedin, SVP Marketing, Air Lease Corporation

AirPro News Analysis: The Long-Haul Low-Cost Shift

The delivery of the A321XLR signals a distinct shift in the competitive landscape of Uzbek aviation. Until now, long-haul flights from Tashkent,specifically to the United States,have been the exclusive domain of the state-owned flag carrier, Uzbekistan Airways, which utilizes Boeing 787 Dreamliners for non-stop service.

By adopting the A321XLR, Qanot Sharq appears to be pursuing a “long-haul low-cost” hybrid model. The A321XLR burns approximately 30% less fuel per seat than previous-generation aircraft, allowing the private carrier to operate long routes with significantly lower trip costs than its state-owned competitor. While the one-stop service via Budapest will result in a longer total travel time compared to Uzbekistan Airways’ direct flights, the lower operating costs could allow Qanot Sharq to offer more competitive fares, appealing to price-sensitive travelers and labor migrants.

Furthermore, the choice of Budapest as a stopover is strategic. If Qanot Sharq secures “Fifth Freedom” rights,which are currently a subject of regulatory negotiation,it could monetize the empty seats on the Budapest-New York sector, effectively competing in the transatlantic market while serving its primary base in Central Asia.

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Sources: Airbus Press Release, Air Lease Corporation

Photo Credit: Airbus

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Aircraft Orders & Deliveries

China Airlines Orders Five Additional Airbus A350-1000 Aircraft

China Airlines adds five Airbus A350-1000s to its fleet, enhancing capacity on transpacific and European routes with deliveries from 2026.

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This article is based on an official press release from Airbus and additional industry data regarding fleet modernization.

China Airlines Bolsters Long-Haul Capacity with Additional A350-1000 Order

China Airlines (CAL) has officially signed a firm orders for five additional Airbus A350-1000 aircraft, signaling a continued commitment to modernizing its long-haul operations. Announced on December 18, 2025, this agreement increases the Taiwan-based carrier’s total backlog for the A350-1000 variant to 15 aircraft. The move is part of a broader strategy to replace aging widebody jets and enhance capacity on high-density routes connecting Asia with North America and Europe.

According to the official statement released by Airbus, these new aircraft will join the airline’s existing fleet of 15 A350-900s. The decision to expand the A350-1000 order book underscores the operator’s reliance on the A350 family’s commonality, which allows for streamlined pilot training and maintenance procedures. Deliveries for the newly ordered jets are scheduled to commence in 2026 and continue through 2029.

The deal also highlights the competitive landscape of widebody aviation in the Asia-Pacific region. By securing these additional units, China Airlines aims to deploy its flagship product on slot-constrained routes where maximizing passenger count per movement is critical. The aircraft will be powered by Rolls-Royce Trent XWB-97 engines, known for their efficiency in long-range operations.

Strategic Deployment and Cabin Innovation

China Airlines plans to utilize the A350-1000 primarily for its most prestigious long-haul markets. Industry reports indicate that the aircraft will be deployed on key transpacific routes to New York (JFK), Los Angeles (LAX), Seattle (SEA), and Ontario, California (ONT), as well as European hubs like London Heathrow (LHR). The A350-1000 offers significantly higher capacity than the -900 variant, making it a strategic asset for airports with limited landing slots.

Next-Generation Passenger Experience

Coinciding with these deliveries, the airline is preparing to unveil a major upgrade to its onboard product. Sources familiar with the carrier’s fleet planning suggest a new cabin design will debut in 2027. This retrofit is expected to feature business class suites with closing doors, 4K entertainment screens, and wireless charging capabilities, aiming to rival premium competitors such as Singapore Airlines and Cathay Pacific.

The interior aesthetic will likely continue the carrier’s “Oriental aesthetics” theme, utilizing persimmon wood-grain finishes and mood lighting to evoke a boutique hotel atmosphere. While the current A350-900 seats 306 passengers, the larger -1000 variant is projected to accommodate between 350 and 400 passengers, providing a substantial boost in premium economy and economy seat inventory.

Executive Commentary

Both China Airlines and Airbus executives emphasized the efficiency and passenger comfort benefits of the A350-1000. In the official press release, Kao Shing-Hwang, Chairman of China Airlines, noted the alignment of this order with the carrier’s sustainability and service goals.

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“Expanding our A350-1000 fleet marks another important step in our long-term growth strategy. The A350’s exceptional efficiency and passenger comfort align with our goals to modernize our fleet, enhance long-haul competitiveness, and deliver an elevated travel experience to our customers.”

Kao Shing-Hwang, Chairman of China Airlines

Benoit de Saint-Exupéry, Airbus EVP Sales, added that the repeat order validates the aircraft’s performance in the heavy widebody segment.

“This follow-on order is a strong vote of confidence in the A350-1000 as the right aircraft for China Airlines’ future network ambitions. Its next-generation efficiency, range, and cabin comfort brings even greater value to the airline and its passengers.”

Benoit de Saint-Exupéry, Airbus Sales

AirPro News Analysis

This order reinforces a “split fleet” procurement strategy that has become increasingly common among major global carriers. While China Airlines has committed to the Boeing 777X for specific high-volume trunk routes and the 787 Dreamliner for regional replacement, the expansion of the A350-1000 fleet secures Airbus’s position as the backbone of the airline’s medium-to-large widebody operations.

From a financial perspective, based on 2025 list prices of approximately $366.5 million per unit, the deal holds a theoretical face value of roughly $1.83 billion, though actual acquisition costs are typically 40-50% lower after standard industry discounts. Environmentally, the shift is significant; the A350-1000 offers a 25% reduction in fuel burn compared to the previous generation aircraft it replaces, such as the Boeing 747-400 freighters and older passenger jets. This efficiency gain is a critical component of the airline’s roadmap to achieving Net Zero carbon emissions by 2050.

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Photo Credit: Airbus

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Aircraft Orders & Deliveries

Natilus Launches India Subsidiary and Secures SpiceJet Aircraft Order

Natilus expands into India with a Mumbai subsidiary and a 100-aircraft order from SpiceJet for its Horizon blended-wing body plane.

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This article is based on an official press release from Natilus.

Natilus Launches India Subsidiary; Secures Commitment for 100 Aircraft from SpiceJet

Natilus, a U.S.-based aerospace manufacturers specializing in Blended-Wing Body (BWB) Commercial-Aircraft, has officially announced its expansion into the Indian aviation market. According to the company’s press release, the move includes the debut of a new subsidiary, Natilus India, headquartered in Mumbai. This strategic expansion is designed to address the growing demand in one of the world’s fastest-developing aviation sectors.

Coinciding with the launch of the new subsidiary, Natilus announced a significant commercial agreement with Indian low-cost carrier SpiceJet. The Airlines has committed to purchasing 100 units of Natilus’s “Horizon” passenger aircraft. The company noted that this transaction is subject to the successful Certification of the aircraft, which is currently in the development phase.

Strategic Expansion and Leadership

The establishment of Natilus India represents a direct effort to localize operations within a key global market. In its announcement, Natilus confirmed the appointment of Ravi Bhatia as the Regional Director for the new subsidiary. Bhatia’s role will focus on overseeing in-country operations, managing regulatory engagement with Indian aviation authorities, and fostering industrial Partnerships.

The company stated that this move aligns with India’s “Make in India” initiative. By establishing a physical presence in Mumbai, Natilus aims to source components and engineering services locally, integrating Indian manufacturing capabilities into its global Supply-Chain.

The SpiceJet Commitment

The purchase order from SpiceJet marks a pivotal moment for the “Horizon” program. If completed, this deal would position SpiceJet as an early adopter of BWB technology in the region. The “Horizon” is Natilus’s flagship passenger model, designed to seat between 200 and 240 passengers.

According to performance data released by Natilus, the aircraft is engineered to replace traditional narrowbody fleets, such as the Boeing 737 and Airbus A320 families, with a range of approximately 3,500 nautical miles.

Technological Innovation: The Blended-Wing Body

Natilus is distinguishing itself from traditional aerospace manufacturers through its focus on the Blended-Wing Body design. Unlike the conventional “tube-and-wing” architecture, the BWB design integrates the fuselage and wings into a single lifting body.

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In its official communications, Natilus claims this aerodynamic shift offers significant efficiency gains:

  • Fuel Efficiency: The design reportedly consumes 30% less fuel than comparable traditional aircraft.
  • Operational Costs: The company projects a 50% reduction in overall operating costs.
  • Volume: The airframe offers 40% more interior volume, allowing for flexible passenger or cargo configurations without increasing the aircraft’s airport footprint.

AirPro News Analysis: Market Context and Risks

While the announcement signals strong momentum for Natilus, the timeline and regulatory hurdles remain significant factors. The “Horizon” aircraft is expected to enter service in the early 2030s, meaning the realization of the SpiceJet order is likely a decade away. Furthermore, the deal is explicitly “subject to certification.” Natilus is currently pursuing FAA Part 25 certification in the United States, which must be achieved before the Directorate General of Civil Aviation (DGCA) in India can validate the aircraft for local operations.

For SpiceJet, this commitment appears to be a long-term strategic bet on efficiency. The airline, which has faced recent financial volatility, is looking to future-proof its fleet against rising fuel costs. By locking in orders for an aircraft that promises 50% lower operating costs, the carrier is signaling a focus on long-term profitability despite current market challenges.

The move also places Natilus in direct competition with other BWB developers, such as JetZero, which has secured backing from major U.S. carriers. However, by establishing a dedicated subsidiary in India, Natilus is attempting to secure a “first-mover” advantage in the Asian market, which industry forecasts suggest will require over 2,200 new aircraft by 2040.

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Photo Credit: Natilus

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