Bloomberg Talks Airbus CEO Guillaume Faury Talks Earnings, Delivery Delays
Oct 30, 2025
Guillaume Faury, CEO of Airbus, discusses the company's robust quarterly earnings that exceeded forecasts. He shares insights on overcoming supply chain issues, particularly around engine shortages affecting A320 deliveries. Faury expresses confidence in meeting delivery targets for 2025 despite anticipated shortages extending into 2026 and 2027. He also highlights the growth in Airbus's defense sector and a strategic merger plan to strengthen their space operations against competitors like SpaceX.
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Confident On Year-End Delivery Target
- Airbus expects to meet its 820 deliveries target because engine availability should improve in the last quarter.
- CEO Guillaume Faury says they reduced glider backlog from 60 to 32 and have the ingredients to come close to guidance.
Engines Remain The Main Bottleneck
- Engine availability for A320 family jets is the primary bottleneck and drove mid-year disruptions.
- Faury warns tensions on engine supply will persist into 2026 and possibly 2027 despite near-term improvement.
Prioritize Delivery Over Certification Worries
- Monitor certification impacts but prioritize delivery issues where exposure is greatest.
- Faury advises stakeholders not to expect major disruption from a U.S. government shutdown on current deliveries.