As the aviation industry looks ahead to 2025, delivery expectations for Boeing (NYSE:BA) and Airbus are coming into sharper focus.
According to analysts' latest Aero Weekly note, both manufacturers are setting ambitious goals for their aircraft deliveries, with significant implications for their production strategies and supplier relationships.
"Right now, sell-side estimates reflect a consensus expectation for 41 737 deliveries per month in 2025 and 7.8 787s per month," said analysts.
However, achieving these figures will require Boeing to ramp up its production rates substantially. Analysts note that the 737 production rate needs to reach approximately 38 units per month by year-end, and the 787 may need to experience a rate break next year to meet the expected delivery targets.
The firm acknowledges that while these goals are attainable, they hinge on stable production and avoiding further disruptions. Notably, the recent setback with the 777X is not expected to significantly impact the overall 2025 delivery estimates.
On the Airbus front, expectations for the A320 family have moderated but still appear manageable.
According to analysts, Airbus's delivery targets for the A320 series are reasonably set, which should foster a supportive environment for suppliers.
They state that this setup suggests that supplier sales growth may rise as the year progresses, benefiting from Airbus's more stable delivery projections.
While both Boeing and Airbus are aiming high for 2025, the path to meeting these delivery goals will be influenced by their ability to stabilize production and manage supply chain dynamics effectively.