French shipping and logistics powerhouse CMA CGM has secured its position as the launch customer for Airbus’ new-generation A350 freighter (A350F), after US-based lessor Air Lease Corporation (ALC) cancelled its initial order. The move underscores CMA CGM’s ambition to accelerate its expansion in air cargo while reflecting shifting market dynamics around the much-anticipated programme.
CMA CGM’s Long-Term Bet on Air Cargo
CMA CGM confirmed the development in a LinkedIn announcement, stating that its airline subsidiary, CMA CGM Air Cargo, will be the launch operator of the A350F. The carrier, established in 2021, has quickly built a presence in the global airfreight market, operating a fleet of Airbus A330Fs and Boeing 777Fs while leveraging the parent group’s vast shipping and logistics network.
The French group was an early supporter of the A350F programme. In November 2021, it signed a memorandum of understanding (MoU) for four A350Fs, later firming up the order. By April 2023, following the termination of its alliance with Air France-KLM, CMA CGM expanded its commitment to eight aircraft—a clear signal of intent to grow its standalone cargo airline.
Air Lease Bows Out
In contrast, ALC, which placed an order for seven A350Fs in November 2021 and thereby became Airbus’ original launch customer, has now withdrawn. Last month, Airbus removed the order from its backlog after the lessor pointed to uncertainty in cargo markets and delays to the A350F programme.
The decision reflects a broader sense of caution among some operators. While demand for air cargo surged during the pandemic, easing market conditions and fleet modernisation timelines have prompted carriers and lessors to reassess new widebody freighter commitments.
Air France-KLM Also Scales Back
CMA CGM’s move comes as Air France-KLM Group trims its own exposure to the programme. The Franco-Dutch airline group had originally ordered eight A350Fs—split between Air France and subsidiary Martinair—but earlier this year, confirmed it would reduce its backlog to six units. Both carriers have since adjusted their allocations to three each. The group cited production delays and fleet portfolio optimisation as key factors in its decision.
Airbus Navigates Programme Delays
For Airbus, the A350F represents its most serious challenge yet to Boeing’s long-held dominance in the large freighter segment. Designed to meet ICAO’s stricter 2027 emissions standards, the A350F promises 20% lower fuel burn and CO₂ emissions compared with older generation aircraft, such as the Boeing 747F and 777F.
However, the programme has not been without hurdles. In February 2025, Airbus announced that the A350F’s entry into service would slip to the second half of 2027, a year later than previously planned. Still, the manufacturer has continued to highlight progress, most recently completing the first horizontal stabiliser (HTP) for the type at its Spanish facilities.
A Strategic Win for CMA CGM
By stepping in as the launch customer, CMA CGM cements its role at the forefront of next-generation air cargo operations. The A350F’s payload capability of up to 109 tonnes and extended range are expected to support the group’s strategy of connecting its sea and air logistics platforms more seamlessly, offering end-to-end solutions to global shippers.
With a fleet of eight aircraft on order, CMA CGM Air Cargo will be among the earliest operators to benefit from the efficiencies of the type, positioning itself competitively in a market that continues to rebalance following the post-pandemic surge.
For Airbus, the shipping giant’s commitment provides vital momentum for the programme as it navigates market hesitations and schedule delays. The coming years will reveal whether other carriers follow through on their orders—or whether CMA CGM’s bold step gives it a first-mover advantage in the freighter market of the future.
