macro

Airbus keeps annual targets and bets on a year-end delivery surge

Airbus kept its full-year forecasts and production plans despite mixed third-quarter results. It still targets around 870 deliveries this year, which would be a record.

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what happened

Airbus kept its full-year forecasts and production plans, Reuters reported, despite mixed third-quarter earnings. The planemaker still aims to deliver around 870 aircraft this year, its highest ever, which would require a record fourth quarter.

Adjusted operating profit came in at €1.77 billion ($2 billion) for July to September, roughly in line with analyst estimates. Revenue dropped 2% to €17.47 billion, below the €17.91 billion expected. Cash flow excluding customer financing has been negative at €1.27 billion since January, driven by higher inventories ahead of year-end deliveries.

Boeing said on Tuesday it would miss key production and delivery targets this year. Airbus has handed over 574 aircraft so far in 2026, against Boeing's 475.

why it matters

The key point for markets is that Airbus did not change its targets, so year-end deliveries remain the main test for the stock and the wider aerospace sector. Weak revenue and negative cash flow point to working-capital pressure until December. Boeing's delay warnings keep attention on delivery pace.

market impact

Airbus shares and aerospace: targets held, but weak revenue and rising inventories weigh on sentiment

tags

instruments

AirbusBoeingEUR/USD

sources

  1. Airbus holds annual targets, bets on year-end delivery surge — Reuters, 28 October 2026 at 16:45 UTC
  2. Airbus holds annual targets, bets on year-end delivery surge — Reuters, 28 October 2026 at 16:54 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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