Airbus Set to Surpass 790 Aircraft Delivery Target: Bloomberg

Reuters | January 03, 2026 at 04:46 PM UTC
Bullish 83% Confidence Unanimous Agreement
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Key Points

  • The company reduced its 2025 delivery target from 'around 820' to 'around 790' aircraft last month following a glitch with fuselage panels
  • Airbus accelerated deliveries during the final days of the year to meet the revised target, with official audited data expected January 12
  • The 793 deliveries represent a recovery after production challenges, maintaining Airbus's position as the world's largest planemaker

AI Summary

Airbus delivered 793 aircraft in 2025, exceeding its revised annual target of "around 790" jets, according to Bloomberg News sources. The European planemaker accelerated deliveries in the final days of the year to achieve this milestone.

The achievement is notable given that Airbus had downgraded its delivery target in December from approximately 820 aircraft to around 790, following production issues related to fuselage panel glitches. Despite this setback, the company managed to surpass expectations through an end-of-year push.

Airbus, the world's largest planemaker, is scheduled to release audited year-end commercial data on January 12, which will provide official confirmation of these figures. The delivery performance demonstrates the company's ability to overcome manufacturing challenges while maintaining its market position.

The strong delivery numbers suggest continued robust demand for commercial aircraft and Airbus's operational resilience in managing supply chain complexities. This performance is particularly significant as the aviation industry continues its recovery trajectory, with airlines expanding fleets to meet growing travel demand.

For investors, the delivery beat indicates Airbus's effective production management and could positively impact revenue recognition and cash flow. The ability to exceed targets despite technical challenges may strengthen market confidence in the company's operational capabilities and future guidance reliability.

Model Analysis Breakdown

Model Sentiment Confidence
GPT-5-mini Bullish 80%
Claude Sonnet 4.5 Bullish 75%
Gemini 2.5 Pro Bullish 95%
Consensus Bullish 83%