Airbus confirms 72 jet deliveries in September

• September deliveries of 72 jets were essentially flat compared to 73 planes delivered in the same month last year
• Airbus secured 17 new orders in September, bringing gross orders to 1,174 jets for the year, with net orders at 1,105 after three cancellations
• The company maintained its full-year delivery target of around 870 aircraft despite earlier concerns about cumulative supply chain delays

Airbus Confirms 72 Jet Deliveries in September

Key Performance Metrics:

Airbus delivered 72 aircraft in September 2026, bringing nine-month deliveries to 547 planes—an 8% year-over-year increase. September deliveries remained essentially flat compared to 73 planes delivered in the same month last year.

Full-Year Outlook:

The European planemaker is targeting approximately 870 deliveries for full-year 2026, representing a 10% increase from 793 deliveries in 2025. The company appears on track to meet this target despite earlier concerns about supply chain disruptions.

Order Book Performance:

Airbus secured 17 new aircraft orders in September, bringing gross orders for the first nine months to 1,174 jets. After accounting for three cancellations in September, net orders totaled 1,105 aircraft for the year-to-date period.

Market Implications:

The delivery figures demonstrate Airbus's resilience in navigating ongoing supply chain challenges that have plagued the aerospace industry. The steady month-over-month performance and healthy order book suggest sustained demand for commercial aircraft as the aviation sector continues its recovery trajectory.

The 8% year-over-year growth in deliveries through September positions Airbus favorably to achieve its annual targets, which would reinforce confidence in the company's operational execution and the broader aerospace sector's recovery. The strong gross order intake of over 1,100 aircraft also indicates robust future revenue visibility, though investors should monitor cancellation rates, which remain relatively modest at 69 year-to-date (difference between gross and net orders).