Overview
July 8 - Airbus handed over 351 aircraft during the first half of the year, representing an increase of about 15% from 306 delivered in the same period of 2025. The month's deliveries included 89 jets in June, contributing to the six-month total.
Delivery trajectory and targets
The first-half tally positions Airbus broadly on course to reach analyst estimates for a full-year delivery tally of 870 aircraft. The company has also indicated growing confidence in the possibility of hitting an informal, higher target of 900 deliveries while maintaining its official guidance unchanged.
Operational headwinds and timing
Despite the uptick in deliveries, Airbus continues to face supply-chain constraints. Improvements in engine availability have been recorded, yet earlier shortages - together with specific holdups affecting jets bound for China - weighed on the manufacturer’s performance in the first quarter. Those issues gave U.S. rival Boeing an advantage in deliveries during that period.
Delivery rates at Airbus generally rise in the second half of the year, a seasonal pattern the group expects to continue.
Order intake and cancellations
In its monthly report, Airbus said it sold 887 aircraft from January through June. After adjusting for cancellations, the net total of aircraft sold in the first half stood at 822.
Implications
The reported figures reflect a recovery in handovers compared with the same period last year, but the company’s near-term momentum remains sensitive to residual supply-chain frictions and the resolution of prior shortages. The pace of deliveries in the months ahead will determine whether Airbus reaches its official target and the informal 900-aircraft objective it has signalled confidence in achieving.