Airbus Eyes More Than 900 Aircraft Deliveries After Strong First-Half Performance

The European aircraft manufacturer is reportedly targeting a record year as production gains momentum despite ongoing supply chain challenges

European aerospace giant Airbus is reportedly aiming to deliver more than 900 commercial aircraft in 2026, reflecting growing confidence after a strong first half of the year despite persistent supply chain constraints. The internal target exceeds the company's official full-year guidance of 870 aircraft, according to industry sources.

Airbus delivered 89 aircraft in June, bringing its total deliveries for the first six months of 2026 to 351 jets—an increase of approximately 15% compared with the same period last year. The company recorded its strongest first-half delivery performance since 2019, supported by improved engine availability and progress in clearing delayed aircraft deliveries, particularly to customers in China.

Aircraft deliveries are closely watched by investors because they directly influence Airbus' revenue and cash generation. The company has faced significant production challenges over the past few years due to shortages of engines and other critical components, affecting the pace at which completed aircraft could be handed over to airline customers.

Industry analysts say the recent improvement suggests supply chain conditions are gradually stabilising, although risks remain. Airbus is expected to maintain a strong production pace during the second half of the year, with around 80 aircraft deliveries projected for July. Historically, the company records its highest delivery numbers during the final months of the year as manufacturers rush to meet annual targets.

Airbus has not officially revised its annual guidance and declined to comment ahead of the release of its monthly delivery figures. However, the reported internal target highlights growing optimism within the company that production can continue recovering despite ongoing logistical challenges affecting the global aerospace industry.

The latest outlook comes at a time of strong global demand for new aircraft as airlines continue expanding fleets to meet rising international travel. Combined with record order backlogs, analysts believe Airbus remains well positioned for long-term growth, provided supply chain disruptions continue to ease.