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    3. >Airbus sees supply progress, Spirit deal to close in fourth quarter
    Finance

    Airbus Sees Supply Progress, Spirit Deal to Close in Fourth Quarter

    Published by Global Banking & Finance Review®

    Posted on October 13, 2025

    3 min read

    Last updated: January 21, 2026

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    Quick Summary

    Airbus reports improved supplier confidence and plans to finalize the Spirit AeroSystems deal by Q4, aiming for increased jet production.

    Airbus Reports Supplier Confidence Boost and Spirit Deal Timeline

    By Tim Hepher

    PARIS (Reuters) -Airbus has seen a marked improvement in confidence and performance from its suppliers, all of whom are ready to support the company's target of increasing deliveries by 7% to some 820 jets this year, a senior company official said on Monday.

    The European planemaker is also on its way towards a longer-term goal of increasing underlying output of narrow-body jets to 75 a month in 2027, Florent Massou dit Labaquere, executive vice-president for operations, told reporters.

    Massou was speaking as the world's largest planemaker prepared to inaugurate a second U.S. assembly line for A320neo-family jets in Mobile, Alabama, later on Monday. Airbus also plans a similar expansion in China in coming weeks.

    He said the expanded network of 10 assembly lines would be sufficient to meet production targets, despite a shift in demand toward the larger A321neo, which requires more time to build.

    In 2021, Airbus set out plans to almost double output of narrow-body jets from 40 a month to 75 by 2025. It has kept the target but gradually pushed the date back by two years due to industry-wide bottlenecks and delays.

    Industry sources have said Airbus struggled over that time to persuade some suppliers to step up investments for plans that may not materialise, as targets were repeatedly extended.

    But Massou indicated suppliers were more upbeat.

    "I've seen a completely different picture with a lot of suppliers that understand where we are, that witness the stability we had in terms of planning for the last few months," he said.

    Massou said Airbus aims to complete the carve-up with Boeing of supplier Spirit AeroSystems by the end of the year. "The deal is progressing; we expect to close in Q4," he told reporters.

    The production comments echo those of a Boeing official who last week told a conference that supply chains had stabilised.

    "The fact that this year we've been executing to our plan, and maybe in some cases exceeding it, gives our suppliers the confidence they need to invest in their own businesses," marketing vice-president Darren Hulst told the International Society of Transport Aircraft Trading (ISTAT).

    Suppliers say Airbus is currently producing at 63 planes a month, partially by absorbing inventory. "The nervousness will be what happens towards year-end," a senior supplier said.

    (Reporting by Tim Hepher; Editing by Tomasz Janowski, Louise Heavens and Jan Harvey)

    Key Takeaways

    • •Airbus sees improved supplier confidence.
    • •Plans to increase jet deliveries by 7% this year.
    • •Aims for 75 narrow-body jets per month by 2027.
    • •Spirit AeroSystems deal expected to close in Q4.
    • •Expanded assembly lines in the US and China.

    Frequently Asked Questions about Airbus sees supply progress, Spirit deal to close in fourth quarter

    1What is a supplier?

    A supplier is a person or company that provides goods or services to another entity, often in a business context.

    2What is production output?

    Production output refers to the total quantity of goods produced by a company during a specific period.

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