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By Vincent Valery

Introduction  

Feb. 15, 2021, © Leeham News: LNA wrote last month an article about Boeing’s latest production plans for future years. Airbus announced updated production plans on Jan. 21.

Airbus’ latest production plans call for a shallower increase in A320 production rates than envisioned earlier due to the lingering effects of the COVID-19 pandemic. The A220 production rate will go back to five per month, while twin-aisle rates will stay flat for the foreseeable future. Airbus postponed an envisioned A350 production rate hike while predicting a return to pre-COVID demand levels by 2023 to 2025.

These updated delivery rates reflect customer’s delivery preferences. Ahead of Airbus’ earnings release on Feb. 18, LNA analyses the revised delivery schedule for coming years on the four major commercial programs.

Summary

• Some A220 delays;
• Slight A320 adjustments;
• Lower for longer on twin-aisle programs;
• Near-term delivery concerns on one program.