Airbus production totals 217 units through April, year-to-date increase of 7%, in line with guidance for full year
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Airbus or Boeing – who will Meet Guidance in 2025?
Airbus and Boeing have been struggling to raise production since the global pandemic. Airbus faces supply chain issues that prevent it from producing gliders without engines, while Boeing is improving both quality and supply chain constraints. Each company is navigating tariff and trade issues, which remain in flux, while ramping up production. Unfortunately, it looks as if problems will continue into 2027 with the supply chain that will restric…
Airbus production totals 217 units through April, year-to-date increase of 7%, in line with guidance for full year
The Corner Morgan Stanley | Although April deliveries (56) represent a slowdown in annual delivery growth (192, down 5%), if we take into account the 25 aircraft that management pointed out at the AGM in mid-April, production totals 217 units, representing 7% growth year-on-year and in line with guidance for the full year. Regarding tariffs, management’s message that the current guidance may already be reflecting the direct impact of tariffs (i.…
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