Delta Air Lines has taken a Strong Stance against Trump's (R) Tariffs on Aircraft inports. During Delta's Quarterly Earnings Call on April 9th, 2025, CEO Ed Bastian said the Airline will Not Pay Tariffs on any upcoming Airbus Deliveries. Instead, Delta will Delay those Deliveries if Tariffs are Added.
Delta is One of Airbus's Biggest Customers in the U.S., with Dozens of Planes Scheduled for Delivery in 2025. These include A220s, A330-900neos, and A350-1000s. New Trade Rules from the White House, could make those Planes to Expensive. Even though Trump (R) has since Reduced the Tariff from 20% to 10% for 90 days, Delta says it still Won't Pay. With the U.S. Changing its Trade Policies, Delta's Long-Term Fleet Plans are now in Question.
Even with Trump's 90-day Reduction to a 10% Tariff, Delta isn't backing down. In the Call, Bastian said adding any Tariff makes New Aircraft too Expensive, and the Carrier "will not be paying tariffs on any aircraft deliveries" they take. "We will defer any deliveries that have a tariff on it." Delta's Decision could Delay several important Aircraft Deliveries. Airbus Opened its A220 Production Facility in Mobile, Alabama. However, many other types of Aircraft come from Outside the Country, which could still make them Subject to Tariffs. The A330 and A350 are Assembled outside of U.S. and are more likely to be Affected.
For now, Delta says it will Work with Airbus to Manage the situation, and Bastian said that He was hopeful the Issue will be Resolved through Trade Discussions. But the Airline has already Pulled its Financial Forecast for 2025, saying it needs to Wait and See how things play out with the Economy and Trade Policy.
Delta's Decision comes at a Pivotal time for the Global Aviation Sector, which is still Recovering from Supply Chain Issues and demand Shocks. According to Delta's recent 10-Q Filing, the Carrier currently holds Purchase Commitments for 285 Aircraft as of March 2025, including:
- A220-300: 69
- A321neo: 82
- A330-900neo: 6
- A350-900: 8
- A350-1000s: 20
- B737-10: 100
Aviation Caught In the Trade Crossfire: In March, Airbus' Faury stated that the Sector must "wait and see what tariffs, when Stabilized, will really look like" because U.S. Duties would largely affect U.S. Customers and Businesses rather than those in Europe or elsewhere. Airbus Deliveries, many of which are already Months behind Schedule, due to Labor and Parts Shortages, now face added Uncertainty.
Faury also Warned that if Tariffs disrupt Imports, the Manufacturer may Prioritize Deliveries to Non-US Clients. He said in an Interview, that the Company has "a large demand from the rest of the world, so [if] we face very significant difficulties to deliver to the US, we can also adapt by bringing forward deliveries to other customers which are very eager to get planes."
From Consumer Electronics to Car Production, Trump's Broad Tariffs have had a Significant Impact on a Number of Industries. Aircraft and Parts have become Collateral Damage in the growing Trade War, even though Aviation hasn't been Specifically Targeted. AerCap, the Largest Aircraft Leasing Company in the world, also Warned that the Tariffs may Increase Boeing's Price by a Ssignificant Percentage, and Airbus could End-Up with 75%-80% of Global Markets, "because no one can afford to pay those numbers."

NYC Wins When Everyone Can Vote! Michael H. Drucker
