Airbus could bring forward non-U.S. deliveries if Trump tariffs impede trade, CEO says
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Airbus CEO Guillaume Faury stated that if U.S. tariffs impede trade, Airbus could prioritize non-U.S. deliveries. This could affect U.S. airlines like American Airlines, Delta, United, and JetBlue, which are major Airbus customers.

February 20, 2025 | 1:00 pm
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American Airlines, a major Airbus customer, could face delays in aircraft deliveries if Airbus prioritizes non-U.S. deliveries due to tariffs.
As a major customer of Airbus, American Airlines could be directly impacted by any shift in delivery priorities due to U.S. tariffs, potentially affecting their fleet expansion plans.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Delta Air Lines might face aircraft delivery delays from Airbus if U.S. tariffs cause a shift in delivery priorities.
Delta, being a significant Airbus customer, may experience delays in receiving new aircraft if Airbus shifts focus to non-U.S. deliveries due to tariffs.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
JetBlue Airways could see delays in Airbus aircraft deliveries if U.S. tariffs lead to prioritization of non-U.S. customers.
JetBlue, as an Airbus customer, might face delivery delays if Airbus prioritizes non-U.S. deliveries due to tariffs, affecting their operational plans.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
United Airlines may encounter delays in receiving Airbus aircraft if U.S. tariffs result in a shift to non-U.S. deliveries.
As a major customer, United Airlines could be affected by Airbus's potential shift in delivery priorities due to U.S. tariffs, impacting their fleet plans.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80