Airbus officially announced its 2026 delivery guidance, targeting approximately 870 commercial aircraft deliveries for the year. This represents a nearly 10% increase over the 793 planes the company delivered in 2025.
The announcement was part of Airbus’s full-year 2025 financial results, where the company highlighted record demand but also noted persistent headwinds in the global aerospace supply chain.
Key Takeaways from Airbus 2026 Guidance
While the 870-plane target is a significant step up, it falls slightly short of the 895–900 units some market analysts had projected for 2026.
- Supply Chain Bottlenecks: CEO Guillaume Faury cited ongoing “significant” shortages in Pratt & Whitney engines and quality issues with certain metal components as the primary factors preventing an even more aggressive production ramp-up.
- Production Rate Adjustments: Because of these supply constraints, Airbus has pushed back its goal of hitting a monthly production rate of 75 A320neo family aircraft to late 2027, previously having aimed to stabilize at that rate by mid-2027.
- Segment Targets (Long-term):
- A220: Targeting 13 aircraft/month by 2028.
- A330: Targeting Rate 5 by 2029.
- A350: Targeting Rate 12 by 2028.
Financial Performance & 2026 Outlook
The delivery target is the anchor for a strong financial forecast for the 2026 fiscal year.
| Metric | 2025 Actual | 2026 Guidance (Target) |
| Commercial Deliveries | 793 units | ~870 units |
| EBIT Adjusted | €7.13 Billion | ~€7.5 Billion |
| Free Cash Flow | €4.57 Billion | ~€4.5 Billion |
| Dividend Proposal | €3.20 per share | — |
Context: The 2025 Foundation
Airbus entered 2026 on the back of a “landmark” 2025, which saw its overall profit jump 23% to €5.2 billion. The company ended 2025 with a record backlog of 8,754 aircraft, highlighting that the challenge for the next several years is not winning orders, but finding the physical capacity to build them.
“2025 was a landmark year, characterized by very strong demand… Our 2026 guidance assumes no additional disruptions to global trade or the supply chain, as we focus on a disciplined ramp-up to meet our record backlog.” — Guillaume Faury, CEO, Airbus.
