Airbus reported a record year in aircraft deliveries, handing over 793 commercial jets in 2025 and boosting revenue by 6% to €73.4 billion. The aerospace giant posted an adjusted operating profit of €7.1 billion, with net income reaching €5.2 billion and a proposed dividend of €3.20 per share.
Despite strong financial results and a landmark year, Airbus faces persistent challenges. Supply chain disruptions, particularly engine shortages for its A320 family, continue to impact production ramp-up plans. Chief Executive Guillaume Faury expressed frustration with US supplier Pratt & Whitney for failing to meet contractual obligations.
Meanwhile, political dynamics in Washington appear to favor Boeing. The US government's focus on domestic industry and defense spending, coupled with trade-for-diplomacy deals, has led to significant government-assisted foreign contracts for Boeing. These include multi-billion dollar deals with Qatar Airways and Vietnamese carriers, underscored by US President Donald Trump's active promotion of Boeing aircraft.
Airbus ended 2025 with a substantial order backlog of 8,754 jets, representing years of production. While the company aims for further growth in 2026 with a target of around 870 aircraft deliveries and an adjusted operating profit of €7.5 billion, navigating the complex interplay of global demand, supply chain constraints, and transatlantic political currents remains critical.