Airbus confirms 870 deliveries. Airbus stock falls 1.52 percent

Published on 10/23/2026 at 10:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Barclays kept a EUR 260.00 target on October 20, 2026. Airbus stock costs EUR 192.03 on October 23, 2026, 1.52 percent below the Xetra close.

Delivery target and financial milestones

Airbus confirmed 870 commercial aircraft deliveries for 2026 on October 15, 2026.
Airbus reported EUR 2.70 billion in adjusted EBIT for the first half of 2026.
Airbus stock trades at EUR 192.03 at 10:09 a.m. CEST at Lang & Schwarz on October 23, 2026, 1.52 percent below the Xetra close of October 22, 2026.

Makro-Detail einer Turbinenschaufel aus Nickelsuperlegierung, Airbus SE Antrieb — Airbus SE Triebwerkstechnik hautnah: Extrem-Makro einer polierten Nickelsuperlegierungs-Turbinenschaufel mit kristalliner Oberflächentextur, Illustration mit AI erstellt.

Airbus (NL0000235190) had confirmed its 2026 target of 870 commercial aircraft deliveries on October 15, 2026, while warning that lower third-quarter deliveries could pressure margins, according to MarketScreener. Airbus stock was trading at EUR 192.03 at Lang & Schwarz on October 23, 2026 at 10:09 a.m. CEST, down 1.52 percent versus the Xetra close of October 22, 2026.

Three dates show the story

On July 29, 2026, Airbus reported adjusted EBIT of EUR 2.70 billion for the first half of 2026, according to the company's Airbus financial-results page. On October 6, 2026, Airbus reported a daily buyback volume of 194,776 shares for September 28, 2026, in a release carried by EQS News. On October 15, Airbus reaffirmed the 870-aircraft delivery target while reporting that 196 commercial aircraft had been delivered in the third quarter, compared with 201 a year earlier, according to MarketScreener.

What does 870 deliveries mean for margins?

The target keeps execution at the center of the upcoming report. The 196 third-quarter deliveries were five below the year-earlier figure, and Airbus said lower volume could reduce fixed-cost absorption, especially for wide-body aircraft. The company also expects higher research and development expenses and a negative impact from activities acquired from Spirit AeroSystems, according to MarketScreener.

The financial hurdle is visible in the full-year framework. Airbus targets adjusted EBIT of EUR 7.50 billion and free cash flow before customer financing of EUR 4.50 billion for 2026, while its first-half adjusted EBIT was EUR 2.70 billion, according to the Airbus investor page. Barclays maintained a Buy rating and a EUR 260.00 price target on October 20, 2026, as reported by Markets Insider.

Next reporting date is October 28

Airbus is scheduled to publish its first nine months 2026 results on October 28, 2026, after the market close, with the analyst call planned for 7:30 p.m. CET, according to the Airbus financial-results calendar. That release should show whether delivery timing and production costs are moving toward the full-year targets.

Stock remains below the target

The EUR 260.00 Barclays target is EUR 67.97 above the Lang & Schwarz price, while the company enters the report with a 9,222-aircraft order book reported for the first half of 2026. The combination leaves delivery execution and cash conversion as the key figures for the next update.

Airbus stock was trading at EUR 192.03 at Lang & Schwarz on October 23, 2026 at 10:09 a.m. CEST, minus 1.52 percent versus the Xetra close of October 22, 2026 at EUR 195.00. The further course of trading is shown by the continuously updated real-time quote of Airbus stock.