Airbus (AIR) Investor presentation summary

2025 market context

• Airlines face geopolitical and economic headwinds, including 2.9% expected GDP growth in 2025 and a 13% YoY decline in jet fuel prices.

• 2025E passenger demand remains resilient: RPK +5.8% YoY, passengers +4%, and airline operating profit of $66bn; passenger yields are expected to fall 4%.

• More than 13,500 aircraft are supported worldwide, while supply constraints include skilled-labour scarcity and strained MRO capacity.

Services market outlook

• 2025 services demand is forecast at $159bn, up 10% YoY; digital and connectivity +12%, training +11%, modifications and upgrades +18%, on-wing maintenance +8%, and off-wing maintenance +9%.

• Services demand is forecast to reach $311bn in 2044, a 3.6% CAGR from 2025; off-wing maintenance is projected at $218bn and digital and connectivity at $26bn.

• The in-service passenger and freighter fleet is forecast to exceed 49,000 aircraft by 2044, with 95% of the fleet made up of new-generation aircraft.

• Commercial services demand in Asia-Pacific, China and South Asia is projected to rise from 46% in 2025 to 57% in 2044.

Digital and operational efficiency

• Digital and connectivity services are forecast to reach $26bn by 2044, with a 5.6% CAGR, supporting flight operations, technical operations, ground operations, passenger experience and cybersecurity.

• Digital and connectivity services could unlock $83bn in airline operational savings in 2044 through lower fuel, staffing, material and disruption costs.

• Ground operations market growth is forecast to reach $74bn in 2044; modernization and digital monitoring could reduce cost per turnaround by 20–25%.

• More than 40,000 connected aircraft and 400,000+ daily flight hours are projected for 2044, alongside 10bn+ passengers and 17,000+ base and heavy checks.