Airbus
Compare Airbus…Commercial aircraft + Airbus Defence & Space division. A400M military airlifter, Eurofighter partner, A330 MRTT tanker, helicopters (H145M, NH90), satellites (Skynet, Pleiades), launchers.
SectorsDefense
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AirbusCommercial aircraft + Airbus Defence & Space division. A400M military airlifter, Eurofighter partner, A330 MRTT tanker, helicopters (H145M, NH90), satellites (Skynet, Pleiades), launchers.
| Family | FY 2023 Deliveries | FY 2024 Deliveries + Direction | FY 2025 Deliveries + Direction |
|---|---|---|---|
| A220 (regional narrow-body; 100-150 seats) | ~70 aircraft | ~78 aircraft; production ramping at Mirabel + Mobile | 93 aircraft; continued ramp toward rate 14/month target |
| A320 family (narrow-body; A319/A320/A321/A321XLR) | ~560 aircraft (primarily A321neo + A320neo) | ~610 aircraft; A321XLR entry into service H2 2024; continued backlog growth | 607 aircraft; engine + fuselage supply constraints capped the ramp |
| A330 family (medium wide-body; A330neo + freighter) | ~30 aircraft | ~35 aircraft; modest demand from freight + select commercial | 36 aircraft; steady demand (34 A330neo + 2 A330-200 for MRTT conversion) |
| A350 family (large wide-body; A350-900 + A350-1000) | ~60 aircraft | ~62 aircraft; production rate steady at current cadence | 57 aircraft (incl. 15 A350-1000); cabin-equipment supply constraints |
| Total commercial aircraft deliveries | ~735 aircraft | ~770 aircraft | 793 aircraft; record year, finished just above revised 790 guidance |
| Backlog at year-end | ~8,500 aircraft | ~8,300 aircraft (record net-orders year) | 8,754 aircraft (year-end record; 889 net orders in 2025) |
| Editorial. Why this matters | Strategic context | Airbus Commercial Aircraft is the parent context for the Defence & Space segment + the marquee structural competitor to Boeing Commercial Airplanes. The narrow-body A320 family backlog (~7,500 aircraft) drives a decade+ of production at current rate ~700/year. Marquee question: does Airbus continue extending the gap vs Boeing 737 MAX deliveries + cross 850 total deliveries/year by FY2027? |
FY 2020-FY 2025
$EADSY
Airbus Defence & Space division: €11.7B FY2024 revenue (~17% of Airbus total €69B). A400M military airlifter, Eurofighter partner, A330 MRTT tanker, helicopters (H145M, NH90), satellites (Skynet, Pleiades), launchers. FCAS programme partner with Dassault + Indra.
Key Milestones
Heritage: Eurofighter Jagdflugzeug GmbH formed by UK, Germany, Italy, Spain to develop Eurofighter Typhoon: strategic European 4th-gen fighter program
Heritage: Eurocopter Group formed by Aerospatiale and DASA helicopter divisions: becomes Airbus Helicopters, world's largest civil/military helicopter manufacturer
Eurofighter Typhoon DA1 maiden flight at Manching Germany; multinational European 4.5-gen fighter: operational service begins 2003 with Luftwaffe, RAF, Italian AF, Spanish AF
European Aeronautic Defence and Space Company (EADS) formed via merger of Aerospatiale-Matra (France), DASA (Germany), CASA (Spain); €25B European national champion; renamed Airbus Group in 2014
A400M Atlas first delivery to French Air Force; €20B European tactical airlifter program: 175 aircraft order book across France, Germany, UK, Spain, Turkey, Belgium, Luxembourg, Malaysia
Airbus Group rebrand: EADS becomes Airbus Group, Cassidian renamed Airbus Defence and Space; consolidates defence/space under Airbus brand
France-Germany announce FCAS (Future Combat Air System / SCAF) program; 6th-gen fighter cooperation; Spain joins 2019; Dassault prime for fighter, Airbus for remote carriers/MUM-T
Eurofighter Tranche 4 (Quadriga) contract for 38 aircraft to Luftwaffe worth €5.4B; replaces Tranche 1 Eurofighters reaching end of life
FCAS Phase 1B agreement reached after France-Germany dispute over workshare; €3.2B for next 3.5 years; Dassault retains fighter prime, Airbus DE+ES on remote carriers
A400M ramp: production stabilizing at ~8 aircraft/yr; Indonesian export agreement signed (2 aircraft); first non-launch nation A400M operator
Eurodrone (MALE RPAS) production contract signed Feb 2022 €7.1B for 60 systems; OCCAR program with France, Germany, Italy, Spain: European MQ-9 replacement
MRTT (A330 tanker) demand surge: NATO MMF, Saudi Arabia, Brazil, Indonesia orders; backlog 80+ aircraft: KC-46 alternative for non-US customers
Eurofighter Tranche 5 commitments from Spain, Italy, Germany; ~120+ aircraft pipeline through 2030s: Typhoon production extended through ~2035 from earlier 2030 cliff
FCAS NGF demonstrator contract progress; flight testing target 2029; remote carrier ecosystem with MBDA: Phase 2 funding ~€8B reached
