Airbus Expects 870 Aircraft Deliveries in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 19 2026
0mins
Source: CNBC
- Delivery Expectations Adjusted: Airbus anticipates delivering 870 commercial aircraft in 2026, slightly below analysts' expectations of 880, reflecting challenges due to supplier quality issues that could impact future revenue growth.
- Increased Competitive Pressure: Amid Boeing's gradual recovery, sentiment around Airbus has notably shifted, with analysts noting that while Airbus delivered 793 aircraft in 2025, the decline in delivery numbers may affect its market share.
- Financial Performance Exceeds Expectations: Airbus reported an adjusted EBIT of €2.98 billion in the fourth quarter, surpassing market expectations of €2.87 billion, indicating the company's resilience in maintaining profitability despite challenges.
- Cautious Future Outlook: Airbus expects an adjusted EBIT of around €7.5 billion in 2026; however, the downward adjustment of delivery targets may heighten investor concerns regarding its long-term growth prospects.
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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: 219.610
Low
150.00
Averages
269.14
High
298.00
Current: 219.610
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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