Provisional data from aviation analytics firm Cirium indicate Airbus delivered about 70 aircraft in September 2025, bringing its year-to-date (YTD) deliveries to roughly 504, up from 497 through September 2024. Reuters reported the development on 3-4 October 2025, noting the figures are preliminary and Airbus planned an official deliveries update on October 8.
The September uptick, if confirmed in Airbus’s official monthly statement, would mark the first month in 2025 when Airbus’s cumulative deliveries exceed the comparable period last year. Analysts point to easing engine bottlenecks and a ramp in narrow-body outputs as contributors, though the data remain provisional pending Airbus’ release.
What Cirium’s numbers show (quick facts)
- September provisional deliveries: ~70 aircraft.
- Year-to-date (Jan–Sep) provisional total: ~504 deliveries versus 497 in the same period of 2024, a ~1.4% increase.
- Airbus target for 2025: Airbus aims to lift full-year deliveries by about 7% to roughly 820 aircraft, according to prior company guidance. Achieving that target still requires strong monthly rates through Q4.
Why this matters
- Market signalling: Deliveries are a core metric of OEM performance, used by investors and airlines to judge production health, supply-chain resilience and revenue timing. A positive cumulative swing suggests Airbus may be closing earlier gaps related to engine and component shortages.
- Competitive context: Earlier in 2025 Boeing briefly overtook Airbus in cumulative deliveries due to Airbus’ engine supply constraints. Reversing that trend matters for market narratives about which OEM leads global output in 2025. Cirium’s data feed into that competition story.
Supply chains, engines and the “glider” strategy
Airbus spent part of 2025 building “gliders” (airframes without engines) where engine deliveries lagged, so it could mount powerplants when suppliers caught up. Analysts from Jefferies and others have flagged that an easing of CFM/Pratt & Whitney engine deliveries would allow Airbus to convert gliders into complete aircraft and lift monthly deliveries, explaining part of September’s improvement. That said, engine availability and cabin-parts supply remain variable across months.
Timeline & recent delivery context
- Early–Mid 2025: Airbus faced engine and cabin-parts shortages that slowed A320neo family output. Boeing saw improved deliveries in some months, briefly narrowing the 2025 gap.
- September 2025 (provisional): Cirium reports ~70 deliveries, lifting Airbus’ YTD total above 2024.
- Oct 8, 2025: Airbus scheduled to publish its official monthly deliveries report (watch for any revisions to Cirium’s provisional tally).
What’s next? Industry outlook
- Watch Airbus’ Oct 8 update for final confirmation of September’s deliveries and any revisions.
- Monitor engine suppliers (CFM, Pratt & Whitney) for supply-chain signals that will determine whether Airbus can sustain higher monthly delivery rates into Q4.
- Investor metrics: If Airbus’s positive YTD trend holds, markets may recalibrate growth expectations for 2025 deliveries and for OEM revenue timing. Analysts may update full-year estimates after Airbus’ official numbers.
Load-bearing sources (use these as footnotes)
- Reuters, “Airbus cumulative deliveries turn positive in September, Cirium says”, Tim Hepher / Mark Potter, Oct 3-4, 2025.
- Cirium / Ascend thought pieces and provisional delivery tallies.
- Investing / Yahoo / other wires reprinting Cirium provisional data (September 2025 deliveries ~70).
- Airbus official Orders & Deliveries page (monthly spreadsheets), source of final manufacturer-confirmed numbers.
- Reuters background: “Airbus faces sprint to hit target after about 60 deliveries in August” (context on target and engine shortages).
