Wedoany.com Report-Dec.16, Airbus has completed approximately 30 aircraft deliveries in the first half of December 2025, reflecting a slower pace than typical for the month. Industry sources and analysts attribute this to some airlines awaiting additional technical information regarding recent fuselage panel inspections.

This performance leaves over 100 jets remaining for delivery in the latter part of December to meet the company's adjusted annual target of around 790 aircraft. Through November, Airbus had handed over 657 units.

"If they are to deliver another 104 aircraft to achieve the restated guidance of around 790, that seems like a very steep challenge at this point in the month," said analyst Rob Morris, noting that Cirium data showed 29 deliveries as of last Friday.

Airbus, known for accelerating production toward year-end, declined to comment on mid-month figures.

Earlier this month, the company revised its full-year delivery goal downward by about 4 percent to approximately 790 jets from an initial target of around 820. CEO Guillaume Faury described November deliveries as weaker than expected, following the identification of a quality issue affecting certain A320-family fuselage panels.

Sources indicate that several operators have preferred to postpone acceptances until receiving comprehensive details on required inspections. These checks may apply to up to 628 aircraft, either still in production or already in service.

Some airlines have sought adjustments to warranty conditions and compensation related to the associated disruptions, which follow a separate software update campaign.

Airbus declined to comment on ongoing commercial negotiations.

The manufacturer has emphasized that the panel issue does not compromise flight safety. In contrast, the prior software recall addressed a potential vulnerability to cosmic radiation, highlighted by an altitude deviation incident on a JetBlue flight in October.

Despite the challenges, Airbus continues to lead Boeing in total deliveries for the year, a key factor in revenue recognition. However, the company recently acknowledged that it is likely to place second in new orders for the first time in six years.

The delivery pace in the remaining weeks will be closely watched, as Airbus traditionally concentrates significant handovers in December to align with annual objectives. Analysts note that while ambitious, meeting the revised target remains possible given historical patterns of end-of-year surges.