Airbus 2025 Profits Beat Expectations but Delivery Guidance Remains Conservative
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 19 2026
0mins
Source: CNBC
- Conservative Delivery Guidance: Airbus expects to deliver 870 aircraft in 2026, falling short of market expectations, which led to a nearly 7% drop in stock price during Thursday's session, pushing it into negative territory year-to-date and indicating a loss of market confidence.
- Increased Competitive Pressure: While Airbus shares have risen over 11% in the past 12 months, U.S. rival Boeing has surged 32% in the same period, highlighting Airbus's disadvantage in market competition, which could impact future market share.
- Analysts Remain Optimistic: Despite the disappointing delivery guidance, 17 out of 25 analysts still rate Airbus as a Buy, suggesting that the current stock price adjustment may present an attractive entry point for investors, reflecting confidence in the company's long-term prospects.
- Supply Chain Challenges: Airbus attributed the lowered delivery guidance to its key supplier Pratt & Whitney's failure to meet engine orders, and although the CEO noted significant improvements in supply chain performance, issues like engine shortages continue to weigh on market sentiment.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 207.320
Low
150.00
Averages
269.14
High
298.00
Current: 207.320
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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