Airbus H1 deliveries up 15% to 351, competitive delivery race intensifies; Airbus workers in Spain launch nationwide strike
Key Questions
What were Airbus's aircraft delivery numbers for the first half of the year?
Airbus delivered 351 aircraft in H1, including 89 in June, representing a 15% increase year-over-year. The company remains on track to meet its full-year target of 870-900 deliveries.
How might the strike by Airbus workers in Spain affect deliveries?
Workers launched a nationwide strike over working conditions, which could disrupt production at key plants handling A320, A330, and A350 components. This disruption risks slowing Airbus's delivery pace and potentially benefiting Boeing competitively.
What recent large orders has Airbus received from Chinese airlines?
Chinese airlines placed orders for 95 Airbus jets valued at $17.8 billion, while Air China specifically ordered 55 aircraft as part of its fleet renewal efforts. These orders support Airbus's commercial momentum despite production challenges.
Airbus delivered 351 aircraft in H1 (89 in June), up 15% YoY, on track for 870-900 full-year target. However, Airbus workers in Spain launched a nationwide strike over working conditions, potentially disrupting output at key plants (A320, A330, A350 components). This could slow Airbus deliveries and give Boeing a competitive edge. Investors should watch for ripple effects on Airbus's delivery targets and potential share shifts.