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Airbus Races To Meet 2026 Delivery Goal After Solid October

Kalbir Talwar
Published Nov 5, 2026
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Summary:
  • People familiar with the matter say Airbus handed over about 74 jets in October.
  • Hitting a 2026 objective of about 870 planes means delivering 250 aircraft in the last two months - over six jets per working day, a rate it has never sustained, per Rob Morris, who previously ran Ascend by Cirium.
  • For 2024 and 2025, Airbus lowered its delivery targets, citing a dearth of parts and a supplier quality problem that forced extra inspections.

October pace and the two-month sprint

Airbus delivered roughly 74 aircraft in October, according to people with knowledge of the tally, putting the company on a tight timeline to complete the year. To land at about 870 deliveries in 2026, it needs 250 more handovers in November and December - a clip north of six jets each business day, which Rob Morris, who previously led Ascend by Cirium, said Airbus has not achieved before.

Capacity, constraints, and what changed

Airbus has lifted output in the back half of the year and has, on occasion, topped 100 monthly deliveries. Even so, it pared back its delivery ambitions for 2024 and 2025, citing parts bottlenecks and a supplier-related quality problem that required additional inspections. The company declined to discuss the latest delivery count before the figures are officially released this week.

Guidance holds, engines in focus

In the prior month, Chief Executive Officer Guillaume Faury reported improving supply-chain conditions and said RTX Corp.'s Pratt & Whitney is expected to furnish enough engines to meet Airbus's delivery plan, despite a dispute over slow engine supply.

Market shifts remind investors that small advantages in analysis can compound into real gains. We're hosting our first ever investor livestream on 11/17 to show you how to use ChatGPT and Claude to invest like a pro, hosted by Briefs Finance CEO Jaspreet Singh. Save your seat.

Results check and why it matters

Airbus's third-quarter earnings fell about 9 percent as deliveries slipped, while it dealt with quality lapses on some production lines. Why it matters: the path to the 2026 goal runs through execution in the next two months - production stability, engine arrivals, and clean inspections are the levers to watch.

Exploring new tools can help investors make clearer, more confident decisions over time. On 11/17, our CEO Jaspreet Singh goes live for our first ever investor livestream on how to use ChatGPT and Claude to invest like a pro. Register to join him.

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