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Airbus deliveries had a record September, sources say

Airbus delivered a stronger-than-expected 73 jets in September, a record for that month of the year, as delays in engine deliveries showed signs of easing, industry sources said.

Airbus refused to comment on this figure, which was higher than analyst predictions of 69-70 deliveries.

Since January, the cumulative total has surpassed the running year-to date tally of 2024 for the first ever.

Rob Morris, an independent analyst, said that Airbus must also pull off a record-breaking fourth quarter with 313 deliveries from October to December, an increase of 16% over the last three month of 2024. This is to meet a target of 820 deliveries for the full year.

He added that the previous peak for the fourth quarter was 297 in 2018.

The September figure indicates that Airbus delivered 507 planes between January and Septembre, an increase of 2% over the 497 aircraft it delivered in the first nine-month period last year. Half-year deliveries were down by 5%.

Jefferies estimates 69 deliveries for September. This week, the company said that this month's figures were up significantly compared to the year before, indicating a reduction in the current gap in engine supply, mainly coming from CFM.

Cirium, a firm that provides analytics data, has estimated September deliveries to be 70 aircraft.

Airbus' production of the A320 single aisle has been held up by engine delays. It also struggles with plans to increase its best-selling A320 model to 75 units per month.

Morris stated that the 54-year old European company was on the verge of making history, as the total A320 deliveries are expected to equal those of the Boeing 737 – or more than 12250 aircraft each – to become the most popular commercial jetliner.

Airbus will release monthly data on orders and deliveries on October 8th. (Reporting and editing by Mark Potter, Bill Berkrot, and Tim Hepher)

(source: Reuters)