Airbus Prioritizes Non-U.S. Deliveries Amidst Tariffs
Airbus is considering prioritizing deliveries to customers outside the United States if threatened tariffs from the Trump administration disrupt the company's imports, according to CEO Guillaume Faury.
Faury stated in an interview with CNBC, "We can adapt by bringing forward deliveries to other customers who are eager to get planes" if "we face very significant difficulties to deliver to the U.S."
Despite initially claiming that tariffs wouldn't directly impact the company, Faury later acknowledged Airbus' extensive U.S. operations, including sourcing 15 billion euros annually from American suppliers.
Airbus' largest supplier is the United States, where the company has expanded its operations, including an Alabama plant employing thousands of workers in aircraft assembly.
However, the company faces supply chain challenges and a worker shortage, which it excluded from its 2025 financial guidance, stating it would adjust accordingly.
"We are more in a wait-and-see mode," Faury said, noting that Airbus hasn't yet taken major actions in response to the trade tariffs.