Airbus Expects 870 Aircraft Deliveries in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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: 244.040
Low
150.00
Averages
269.14
High
298.00
Current: 244.040
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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- 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.
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- Record Order Backlog: The company's order backlog reached £83.6 billion, an increase of £5.8 billion from 2024, reflecting robust demand for its aircraft, weapons, and warships, indicating sustained growth potential in the coming years.
- Future Growth Expectations: BAE anticipates sales growth of 7% to 9% in 2026, with projected cumulative free cash flow exceeding £6 billion from 2026 to 2028, showcasing the company's confidence in future market conditions and strategic investment decisions.
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- Compliance Requirements: The final order from the FTC requires Boeing to provide ongoing compliance updates and oversight documentation during the acquisition process, ensuring continued support for other aerospace manufacturers to avoid adverse market effects.
- Aviation Order Update: Air Astana has finalized an order for up to 15 Boeing 787-9 Dreamliners to modernize its widebody fleet, marking the airline's largest single aircraft purchase and further advancing its long-haul growth strategy.
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See More
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- Vietnam Airlines Purchase: Vietnam Airlines signed an $8.1 billion agreement to purchase 50 Boeing 737-8 narrow-body aircraft, with deliveries scheduled between 2030 and 2032, which is expected to significantly enhance its operational capacity and market competitiveness.
- Wide-Body Aircraft Negotiations: In addition to the confirmed order, Vietnam Airlines is in discussions with Boeing for up to 30 wide-body aircraft, with a potential value of around $12 billion, further enhancing its international service capabilities.
- Other Airline Orders: Additionally, Sun Phu Quoc Airways signed a $22.5 billion agreement to buy 40 Boeing 787-9 Dreamliners, while budget carrier Vietjet secured a $965 million financing deal to purchase six Boeing 737-8 aircraft, reflecting strong demand in the Vietnamese aviation market.
See More
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- 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.
See More
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- Large Order Volume: Sun PhuQuoc Airways, a new Vietnamese carrier, announced an order for up to 40 Boeing 787 Dreamliner jets, totaling $22.5 billion, aimed at serving as the backbone of its widebody fleet, significantly enhancing its international connectivity.
- Single-Aisle Aircraft Order: Vietnam Airlines finalized its first order for 50 Boeing 737 MAX single-aisle jets, valued at $8.1 billion, with deliveries expected between 2030 and 2032, which will support the expansion of its short- and medium-haul network.
- Market Growth Potential: Boeing anticipates that Vietnam will be the fastest-growing aviation market in Southeast Asia over the next 20 years, with annual passenger growth nearing 8%, providing a robust foundation for its orders.
- Positive Stock Market Reaction: Boeing shares edged higher in after-hours trading following the announcement of new orders, with a 10% increase year-to-date, reflecting market confidence in CEO Kelly Ortberg's ability to execute a turnaround strategy.
See More
Sun PhuQuoc Airways Orders 40 Boeing 787 Dreamliners
- Record Order Size: Sun PhuQuoc Airways has announced an order for up to 40 Boeing 787 Dreamliners, marking the largest widebody aircraft order in Vietnamese history and highlighting the airline's ambitions in the global aviation market.
- Significant Range Advantage: The 787-9 aircraft boasts a range of 7,565 nautical miles (14,010 km), enabling Sun PhuQuoc Airways to efficiently connect Phu Quoc with major cities across Asia, Europe, and North America, enhancing travel convenience for international passengers.
- Enhanced Passenger Experience: The Boeing 787 Dreamliner features the largest windows and lower cabin altitude pressure, providing superior comfort for passengers, which is expected to attract more travelers and boost tourism growth in Phu Quoc and Vietnam.
- Future Expansion Plans: Sun PhuQuoc Airways aims to expand its fleet to 100 aircraft by 2030, positioning itself to capture the upcoming wave of premium tourism demand and further accelerate the rapid growth of Vietnam's aviation market.
See More
