Airbus Targets Delivery Growth as Supply Chain Headwinds Persist

Analysts anticipate Airbus will post revenue of 26.51 billion euros for the three months ending in December, marking an increase from the 24.72 billion euros reported in the same period last year. While adjusted earnings before interest and taxes are expected to climb to 2.87 billion euros, net profit is projected to settle at 2.36 billion euros. This financial performance follows a year where Airbus shares gained approximately 15%, reflecting investor confidence in the manufacturer's market position.

The focus of the report will be the company’s annual guidance for commercial aircraft deliveries. UBS analysts expect Airbus to target between 880 and 900 plane deliveries for the current year, which would represent a notable increase from the 793 units dispatched in 2025. Reaching this threshold would serve as a vital indicator that the company is successfully stabilizing its production lines.

Supply Chain Constraints

However, the path to these targets remains obstructed by procurement difficulties. Chief Executive Guillaume Faury has previously noted that supply-chain hurdles persist, particularly regarding engines for narrow-body aircraft. According to a research note from UBS, these shortages are unlikely to resolve quickly and may continue to impact operations well into 2026. Consequently, investors will be closely monitoring the group's 2026 targets for adjusted EBIT and free cash flow for signs of long-term resilience.