Why Are Airbus and Boeing Struggling to Deliver New Aircraft?
The world's two largest aircraft manufacturers, Airbus and Boeing, are struggling to meet the strong demand for new jets.
This challenge stems from persistent supply chain constraints and component shortages. The issue is slowing the planned commercial aviation production ramp-up at both companies. These factors are directly causing widespread aircraft delivery delays for airlines globally.
The Supply Chain Bottleneck
The aerospace industry is grappling with a complex parts shortage. The primary bottlenecks include engine availability and certain structural components. Engine reliability issues, particularly with the Pratt & Whitney GTF (Geared Turbofan) engines used on the A320neo family, remain a major hurdle. Airbus has had to build some aircraft, known as “gliders,” without their engines to keep production lines moving.
Beyond engines, manufacturers face shortages of Buyer Furnished Equipment (BFE). Quality control issues at key suppliers, such as faulty fuselage panels for the A320 family, have also disrupted output. This highlights the fragility of the Airbus and Boeing supply chain as they push for higher production rates.
Impact on Delivery Targets
Both manufacturers have been forced to adjust their planned delivery schedules. Airbus was compelled to lower its delivery target for 2025 due to these persistent issues. Meanwhile, 737 MAX production challenges continue to limit Boeing's ability to increase its output to meet demand. The company is seeking approval from the FAA to raise its production rate.
Industry analysts anticipate significant increases in production rates for both companies in 2026. However, the global aircraft order backlog has swelled to over 17,000 aircraft. This backlog is equivalent to nearly 12 years of current production capacity.
Consequences for Airlines and Passengers
The inability of manufacturers to deliver new jets on time has a cascading effect on the entire industry. Airlines are facing significant financial and operational strain. The International Air Transport Association (IATA) and Oliver Wyman estimated that supply chain bottlenecks will cost the airline industry more than $11 billion this year.
Key impacts on airline operations include:
- Higher Fuel Costs: Airlines must extend the operational life of older, less fuel-efficient aircraft.
- Increased Maintenance Costs: Older aircraft require more frequent and expensive maintenance, driving up airline operational costs.
- Reduced Growth and Flexibility: Delayed deliveries limit an airline’s ability to expand routes and replace older jets.
- Rising Fleet Age: The average age of the global passenger fleet has risen to 12.8 years.
Experts suggest the structural mismatch between the high demand and limited production capacity may not normalize until between 2031 and 2034. This long-term outlook means commercial aviation production ramp-up will be a defining challenge for the industry for years to come. For more commercial aviation news and analysis on market trends, visit https://flying.flights.