Airbus is about to eclipse a record that Boeing held for decades
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The A320 series is poised to overtake its US competitor as the most-delivered commercial airliner in history.
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investment
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August 17, 2025
02:28 PM
Fortune
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Finance·AviationAirbus is to eclipse a record that Boeing held for decadesBy Anthony PalazzoBy BloombergBy Anthony PalazzoBy Bloomberg A Bulgaria Air Airbus A320-214 lands at Zaventem International Airport in Brussels, Belgium, on June 27.Jonathan Raa—NurPhoto via Getty ImagesIn 1981, the year Airbus SE announced it would build a new single-aisle jetliner to take on Boeing Co., the 737 ruled the roost
The US-made narrowbody, already in use for more than a decade, had reshaped the airline industry by making shorter routes cheaper and more fitable to operate
By 1988, when Airbus began ducing its upstart A320, Boeing had built a formidable lead by dering some 1,500 of its cigar-shaped best-seller
It’s taken the better part of four decades, but Airbus has finally caught up: The A320 series is poised to overtake its US competitor as the most-dered commercial airliner in history, according to aviation consultancy Cirium
As of early August, Airbus had winnowed the gap to just 20 units, with 12,155 lifetime A320-family shipments, according to the data
That difference is ly to disappear as soon as next month. “Did anyone back then expect it could become number one – and on such high duction volumes?” Max Kingsley-Jones, head of advisory at Cirium Ascend, wrote of the A320 in a recent social-media post. “I certainly didn’t, and nor bably did Airbus.” The A320’s success mirrors the European planemaker’s decades-long rise from fledgling planemaker to serious contender, and finally Boeing’s better
By the early 2000s, annual deries of the A320 and its derivatives had surpassed the 737 family; total orders eclipsed the Boeing jet in 2019
But the 737 stubbornly remained the most-dered commercial aircraft of all time
At the outset, Airbus faced an uphill battle
The European planemaker, an assemblage of aerospace manufacturers formed in 1970 with backing from European governments, didn’t yet offer a full aircraft lineup
Infighting hindered everything from duct planning to manufacturing, and leadership decisions had to finely balance French and German commercial and political interests
Yet it was even then that Airbus needed a presence in the narrowbody segment to firmly establish itself as Boeing’s top rival
Those aircraft are by far the most widely flown category in commercial aviation, typically connecting city pairs on shorter routes
Higher fuel costs and the deregulation of the US aviation industry in the late 1970s had given the European planemaker an opening with American airline executives, who clamored for an all-new single-aisle, according to a history of Airbus written by journalist Nicola Clark
To set the A320 apart, Airbus took some risks
It selected digital fly-by-wire controls that d weight over traditional hydraulic systems, and gave pilots a side-stick at their right or left hand instead of a centrally mounted yoke
The aircraft also sat higher off the ground than the 737 and came with a choice of two engines, giving customers greater flexibility
Airbus’s gamble paid off
Today, the A320 and 737 make up nearly half of the global passenger jet fleet in service
And the A320’s success contrasts with strategic blunders the A380 behemoth that ved short-d because airlines couldn’t fitably operate the giant plane
Boeing maintained that smaller, nimbler planes the 787 Dreamliner would have an edge — a prediction that ved right
Read More: Boeing’s Struggles Give Airbus a Chance at Aviation Dominance Yet the longtime dominance of the two narrowbody aircraft raises questions the vitality of a duopoly system that favors stability over innovation
Both airplane makers have repeatedly opted for incremental changes that squeeze efficiencies out of their top-selling models, rather than going the more expensive route of designing a replacement aircraft from scratch
Airbus was first to introduce new engines to its A320, turning the neo variant into a huge hit with airlines seeking to cut their fuel bill
Under pressure, Boeing ed, but its apach ved calamitous
The US planemaker came up with the 737 Max, strapping more powerful engines onto the aircraft’s aging, low-slung frame
It installed an automated flight-stabilizing feature called MCAS to help manage the higher thrust and balance out the plane
Regulators later found MCAS contributed to two deadly 737 Max crashes that led to a global grounding of the jet for 20 months, starting in 2019
More recently, Airbus has been bedeviled by issues with the fuel-efficient engines that power the A320neo
High- coatings that allow its Pratt & Whitney geared turbofans to run at hotter temperatures have shown flaws, forcing airline customers to send aircraft in for extra maintenance, backing up repair shops and grounding hundreds of jets waiting for inspection and repair
Read More: Lost Decade of Planemaking Costs Airlines Thousands of Jets With both narrowbody families near the end of their evolutionary timeline, analysts and investors have begun asking what’s next
China, for its part, is seeking to muscle into the market with its Comac C919 model that’s begun operating in the country, but hasn’t so far been certified to fly in Europe or the US
Boeing Chief Executive Officer Kelly Ortberg said in July that the company is working internally toward a next-generation plane, but is waiting for engine nology and other factors to fall into place, including restoring cash flow after years of setbacks. “That’s not today and bably not tomorrow,” he said on a July 29 call
Airbus’s healthier finances give it more flexibility to explore design leaps
CEO Guillaume Faury toyed with rolling out a hydrogen-powered aircraft — potentially with a radical “flying wing” design — in the mid-2030s but has since pushed back the effort to focus on a conventional A320 successor
The Toulouse, France-based company is considering an open-rotor engine that would fuel through its architecture rather than the current jet turbines that push the limits of physics to eke out gains
Speaking at the Paris Air Show in June, Faury called the A320 “quite an old platform” and affirmed plans to launch a successor by the end of this decade, with service entry in the mid-2030s. “I have a lot of focus on preparing that next-generation of single aisle,” Faury said. “We are very steady and very committed to this.” Introducing the 2025 Fortune Global 500, the definitive ranking of the biggest companies in the world
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