Airbus: No Boeing-Like Crisis, But Airplane Delivery Target Is Slipping
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Airbus SE is experiencing supply chain challenges that may impact its delivery target of 770 airplanes for the year. Despite a lower order inflow compared to last year, strong demand and a filled backlog mitigate concerns. In October, Airbus secured 82 orders worth $4.7 billion, with notable orders for the A320neo family from Riyadh Air.
November 12, 2024 | 11:15 pm
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Airbus SE is facing supply chain issues that may impact its delivery target of 770 airplanes for the year. However, strong demand and a filled backlog mitigate concerns. October saw 82 orders worth $4.7 billion, with significant orders for the A320neo family.
While supply chain issues could affect Airbus's delivery target, the strong demand and filled backlog suggest that the impact on the stock price may be neutral in the short term. The significant order inflow in October supports this view.
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