Airbus recently shared its financial results for the first quarter of 2025, ending March 31. Overall, the European manufacturer reported solid progress despite facing supply chain hurdles.
Guillaume Faury, Airbus CEO, highlighted the company’s focus on increasing production while navigating a complex global environment.
“Our Q1 performance shows we’re advancing our goals across the business,” Faury said. “However, deliveries will be weighted toward the second half of the year due to specific supply chain issues.”
Airbus Q1 2025 Performance
Financial Performance and Orders
Airbus recorded consolidated revenues of €13.5 billion, a 6% rise from €12.8 billion in Q1 2024. The commercial aircraft segment drove much of this growth, generating €9.5 billion, up 4% year-on-year.
This increase came despite delivering 136 aircraft compared to 142 in Q1 2024. The deliveries included 17 A220s, 106 A320 Family aircraft, 4 A330s, and 9 A350s. A favourable foreign exchange environment helped offset the slight drop in deliveries.
The company secured 280 gross commercial aircraft orders, up from 170 in Q1 2024. After cancellations, net orders reached 204 aircraft.
By the end of March 2025, Airbus’ order backlog stood at an impressive 8,726 commercial aircraft, reflecting strong market demand.
Production Ramp-Up and Supply Chain Pressures
Airbus is steadily increasing production to meet its ambitious targets. The A320 Family program is on track to reach a monthly production rate of 75 aircraft by 2027.
The A330 program has stabilized at around four aircraft per month. However, supply chain challenges, particularly with supplier Spirit AeroSystems, are impacting the A350 and A220 programs.
Despite these hurdles, Airbus aims to achieve a monthly production rate of 12 A350s by 2028 and 14 A220s by 2026.
Faury emphasized the company’s efforts to address these issues. “We’re working closely with our suppliers to stabilize the supply chain and meet our production goals,” he said. The company remains optimistic about overcoming these challenges while maintaining quality and efficiency.
Navigating Tariffs and Global Trade
Airbus’s 2025 guidance excludes the potential impact of tariffs, which remain uncertain in scope and duration. “We’re closely monitoring the situation, but it’s too early to assess the full impact,” Faury noted.
The company is also factoring in the integration of certain Spirit AeroSystems work packages, expected to close in Q3 2025. Airbus assumes no major disruptions to global trade, air traffic, or its operations in its planning.
Defense Support
In addition to its commercial achievements, Airbus is actively supporting Europe’s defense industry. The company welcomed recent initiatives to strengthen the sector and stands ready to meet customer needs with its diverse portfolio of defense products and solutions. “We’re well-positioned to contribute to Europe’s defense goals,” Faury said.
2025 Outlook
Looking ahead, Airbus targets delivering around 820 commercial aircraft in 2025. This goal assumes stable global trade conditions and no significant disruptions to its supply chain or operations.
The company remains confident in its ability to execute its plans while addressing ongoing challenges. Airbus’ Q1 2025 results show a strong start to the year, providing a measure of optimism in difficult times.
Despite supply chain pressures and tariff uncertainties, the company has maintained its 2025 projection. This goal is being supported by strong demand and a robust order backlog. Just how the ongoing US tariff situation will colour this picture remains to be seen.
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