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

Airbus Delivers 793 Aircraft in 2025, Surpassing Revised Targets Amid Supply Chain Constraints

Airbus has retained its status as the world’s largest aircraft manufacturer for the seventh consecutive year, reporting 793 commercial aircraft deliveries for 2025. According to the company’s official figures released today, this represents a 4% increase over the 766 aircraft delivered in 2024. The final tally slightly exceeds the manufacturer’s revised guidance of “around 790” aircraft, a target that was adjusted late in the year due to persistent industrial bottlenecks.

In addition to its delivery performance, the European planemaker secured 1,000 gross orders, resulting in 889 net orders after cancellations. This commercial activity has pushed the company’s total backlog to a record high of 8,754 aircraft, signaling robust long-term demand despite a “complex and dynamic operating environment.”

2025 Delivery Performance by Family

The A320 Family continued to serve as the backbone of Airbus’s industrial output, accounting for the vast majority of deliveries. However, the A220 program saw the most significant percentage growth year-over-year.

According to the data released by Airbus, the delivery breakdown by aircraft family is as follows:

• A220 Family: 93 deliveries (up 24% from 75 in 2024)
• A320 Family: 607 deliveries (up 0.8% from 602 in 2024)
• A330 Family: 36 deliveries (up 12.5% from 32 in 2024)
• A350 Family: 57 deliveries (unchanged from 2024)

The figures highlight a stabilization in widebody production, with the A330 seeing a double-digit percentage increase, while the A350 remained flat at 57 units. The A320 Family’s growth was modest, reflecting the intense supply chain pressures affecting single-aisle production lines.

Supply Chain Challenges and Strategic Adjustments

While the 793 deliveries mark a year-on-year improvement, the figure falls short of Airbus’s original 2025 target of 820 aircraft. The company was forced to lower this guidance late in the year. In its statement, Airbus acknowledged the difficulties of the past year, citing a supply chain that remains fragile post-pandemic.

Industry analysis indicates that specific bottlenecks, particularly regarding fuselage components from suppliers, hampered the ability to reach the initial 820-unit goal. A significant “December push”, a traditional year-end surge in aerospace logistics, saw the manufacturer deliver 136 aircraft in the final month alone, allowing it to clear the revised threshold of 790.

Orders and Backlog

Commercial momentum remained strong throughout 2025. Airbus reported a book-to-bill ratio greater than one, meaning it received more orders than it fulfilled. The backlog now stands at 8,754 jets, providing significant visibility for production planning through the end of the decade.

“We delivered 793 commercial aircraft in 2025, an increase of 4% compared to 2024, and we reached a record backlog of 8,754 aircraft.”

Airbus Press Release

Competitive Landscape

Airbus’s performance cements its lead over rival Boeing for another year. While Boeing has not yet released full-year confirmed figures for 2025, data from January through November 2025 showed the US manufacturer at 537 deliveries. Boeing’s production was severely impacted by a machinists’ strike in late 2024 and ongoing regulatory scrutiny following the Alaska Airlines incident earlier in the cycle.

Market analysts estimate that Airbus currently holds approximately 70% of the delivery market share for 2025, a disparity driven largely by the divergent industrial stability of the two aerospace giants.

AirPro News Analysis

The ability of Airbus to meet its revised target of 790 deliveries will likely be viewed by investors as a stabilizing signal. After the disappointment of the guidance downgrade, missing the lower target would have raised serious questions about management’s visibility into its own supply chain. Instead, the delivery of 793 units suggests that while the supply chain is “complex,” it is not broken.

However, the flat performance of the A350 and the marginal growth of the A320 family (less than 1%) indicate that the ramp-up is slower than the market desires. The record backlog is a double-edged sword: it proves demand is insatiable, but it also increases pressure on Airbus to solve component shortages, specifically engines and fuselages, to prevent delivery slots from slipping further into the 2030s.

With the acquisition of key Spirit AeroSystems sites on the horizon, 2026 will likely be a year of vertical integration for Airbus as it attempts to insulate itself from the supplier volatility that defined 2025.

Sources:

• Airbus Press Release

This article is based on an official press release from BOC Aviation.

BOC Aviation Reports Record Transaction Volume and 100% Fleet Utilization in 2025

BOC Aviation Limited (HKEX: 2588) has released its operational statistics for the fourth quarter and full year ended December 31, 2025, revealing a period of aggressive expansion and high efficiency. According to the company’s latest data, the lessor achieved a 100% utilization rate for its owned fleet and executed one of the largest volumes of annual transactions in its history, despite ongoing global supply chain challenges.

The Singapore-based lessor reported a total portfolio of 815 aircraft, a significant 15% increase from the 709 aircraft reported in 2024. This growth was driven primarily by a massive surge in the company’s order book, signaling a strategic move to secure future delivery slots in a supply-constrained market.

Operational Surge Amidst Industry Headwinds

The operational update highlights a distinct “growth-on-offense” strategy. While major Manufacturers Boeing and Airbus faced continued delivery delays throughout 2025, BOC Aviation successfully increased its aircraft deliveries by 34% year-over-year. The company took delivery of 51 aircraft in 2025, up from 38 in the previous year.

Steven Townend, CEO and Managing Director of BOC Aviation, commented on the company’s performance in the official release:

“In 2025, we delivered a strong operational performance, executing one of our largest ever volumes of transactions… We added 160 aircraft purchase commitments to our orderbook and reinforced our position as one of the top five global aircraft lessors.”

Transaction and Commitment Volume

The data indicates a sharp pivot toward future-proofing the lessor’s pipeline. In 2025, BOC Aviation signed purchase commitments for 160 aircraft. This represents a 240% increase compared to the 47 commitments signed in 2024. Consequently, the company’s order book has expanded by 45%, growing from 232 aircraft to 337.

Total transaction activity for the year included:

• 333 total transactions executed (66 in Q4 alone).
• 74 lease commitments signed.
• 35 owned aircraft sold as part of portfolio management.

Fleet Composition and Financial Strength

As of December 31, 2025, BOC Aviation’s fleet maintains a young and fuel-efficient profile, a critical factor for airline customers facing high operating costs. The owned fleet comprises 451 aircraft with an average age of 5.0 years and an average remaining lease term of 7.8 years. The managed fleet stands at 16 aircraft.

The company also reported a robust liquidity position, having raised over US$4 billion in funding throughout 2025. This capital raising supports the expanded order book and delivery schedule outlined in the operational report.

AirPro News Analysis

The metrics released by BOC Aviation reflect a broader shift in the aviation finance sector. The achievement of a 100% utilization rate, up from 99% in 2024, underscores the severity of the current capacity shortage. With airlines unable to secure enough new metal directly from OEMs due to production backlogs, lessors with available inventory or secured delivery slots are seeing maximum placement efficiency.

Furthermore, the aggressive jump in purchase commitments (160 units) suggests that BOC Aviation is betting on a prolonged period of supply scarcity. By locking in delivery slots now, the lessor is effectively cornering future capacity for the late 2020s, positioning itself to command premium lease rates as airline demand continues to outstrip manufacturing output.

Summary of Key Figures (FY 2025 vs FY 2024)

The following data points summarize the year-over-year changes reported by BOC Aviation:

• Total Portfolio: 815 (up from 709).
• Order Book: 337 (up from 232).
• Deliveries: 51 (up from 38).
• Purchase Commitments: 160 (up from 47).
• Utilization Rate: 100% (up from 99%).

The company serves a customer base of 87 airlines across 46 countries and regions, further diversifying its risk exposure while capitalizing on global travel demand recovery.

Sources

• BOC Aviation Press Release

This article summarizes reporting by The Times of India.

Adani and Embraer Reportedly Partner to Establish India’s First Commercial Aircraft Assembly Line

In a landmark development for Indian aviation, the Adani Group has reportedly entered into a strategic partnership with Brazilian aerospace manufacturer Embraer to set up a Final Assembly Line (FAL) for commercial aircraft in India. According to reporting by The Times of India, this collaboration marks the country’s first foray into manufacturing commercial fixed-wing passenger planes, a significant leap from its existing capabilities in component fabrication and military transport assembly.

The deal, which involves Adani Defence & Aerospace, is expected to focus on Embraer’s E-Jets family, a line of regional aircraft designed to seat between 70 and 146 passengers. Industry sources indicate that a formal announcement regarding the partnership and investment details is anticipated later this month at the Wings India 2026 air show in Hyderabad.

Breaking the Manufacturing Barrier

While India has seen recent success in military aerospace manufacturing, most notably the Tata-Airbus consortium for C295 transport aircraft, the commercial sector has remained elusive until now. The Times of India reports that this new facility will be the first of its kind dedicated to civil aviation. The project aims to manufacture complete aircraft rather than just aerostructures, signaling a maturation of the “Make in India” initiative in the high-tech aerospace sector.

The partnership aligns with Adani’s broader strategy to expand its footprint in the aviation ecosystem. The group already manages seven major airports across India and operates the Adani Aerospace Park in Hyderabad. While the specific location of the new FAL has not been officially confirmed, reports suggest Hyderabad is the frontrunner due to its established aerospace ecosystem and Adani’s existing unmanned aerial vehicle (UAV) manufacturing complex in the city.

Strategic Focus on Regional Connectivity

The choice of Embraer as a partner highlights a specific strategic focus on regional connectivity. Unlike the larger narrow-body jets produced by Airbus and Boeing, Embraer’s E-Jets are optimized for shorter routes and thinner markets. This aligns with the Indian government’s UDAN (Ude Desh ka Aam Nagrik) scheme, which seeks to operationalize underserved airports and connect Tier-2 and Tier-3 cities to major metros.

According to market data, Embraer forecasts a demand for approximately 500 regional jets in India over the next two decades. With major manufacturers like Airbus and Boeing facing significant delivery backlogs extending into the mid-2030s, the Adani-Embraer partnership could offer Indian carriers a faster alternative for fleet expansion.

“This historic deal marks India’s entry into the elite club of nations capable of assembling commercial passenger jets.”

, Industry Research Report (Jan 2026)

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AirPro News Analysis

We view this development as a critical pivot point for the Indian aerospace supply chain. Historically, Indian manufacturers have been relegated to Tier-1 or Tier-2 supplier roles, providing doors, flaps, or fuselage sections to global OEMs. Establishing a Final Assembly Line requires a higher level of system integration capability, which will likely spur the growth of a localized vendor ecosystem involving MSMEs.

Furthermore, this move places pressure on the global duopoly of Airbus and Boeing. While those giants dominate the 180+ seat market, their inability to deliver aircraft quickly due to supply chain constraints has created an opening. By localizing production, Embraer and Adani are not just targeting the Indian market but potentially positioning India as an export hub for the Global South, leveraging lower production costs and a skilled workforce.

Potential Government Incentives

The viability of such a capital-intensive project often hinges on government support. Reports indicate that the Ministry of Civil Aviation is considering fiscal incentives to support the project. These could include benefits for airlines that place orders with the local FAL, potentially structured on a reducing basis to encourage early adoption.

Currently, Embraer has a modest footprint in India, with approximately 50 aircraft in operation, including those used by Star Air and the Indian Air Force’s Netra AEW&C jets. A local assembly line would likely serve as a catalyst to significantly increase this market share.

Frequently Asked Questions

What aircraft will be built at the new facility?
The facility is expected to produce Embraer’s E-Jets family, likely including the E195-E2, which are regional jets capable of carrying 70 to 146 passengers.

Where will the factory be located?
While not officially confirmed, Hyderabad is considered the most likely location due to Adani’s existing aerospace park and the city’s status as an aviation hub.

When will the deal be officially announced?
A formal announcement is expected at the Wings India 2026 air show in Hyderabad in late January 2026.

Sources

• The Times of India