Like this podcast? Create your own with Apisod

Airbus Delivers 237, Targets Intact

Show Notes
Airbus just delivered a staggering 237 commercial jets in Q2, almost 40% more than last year, keeping its full-year target of 870 deliveries in play and underscoring the biggest ramp-up in years. Revenues are surging, orders are flowing—9,222 jets in backlog and a fresh 100-jet order from SMBC—but the real tension is in cash. Despite booming demand, free cash flow before customer financing was negative €1.166 billion in the first half, as Airbus stockpiled parts and inventory to stay ahead of bottlenecks. The crucial question: can the company flip that cash drain into a surplus by year-end, or will suppliers and delivery handovers—especially in China—slow the momentum?
But here's the catch: while the commercial side races ahead, Airbus is shoring up its foundations across the board. New supply deals for advanced materials, expanded training in North Carolina, and a new design center in India all bolster resilience. Meanwhile, big tech bets are quietly maturing—like the LEIA hybrid electrical project, targeting a 30% CO2 cut for future short- and medium-haul aircraft, and a marathon 24-hour A350-1000ULR flight proving ultra-long-range capability for Qantas. The ramp-up is just the start; the real test is whether these moves future-proof Airbus for the next decade.
Based on reporting from Simple Flying, AviTrader Aviation News, Aerospace Global News, Aerocontact.com, Aviation Business News, Aerospace Manufacturing and Design, Vertical Mag, and WION.
Powered by Apisod.com