Airbus forecasts 870 aircraft deliveries in 2026, slightly below analyst expectations, signaling potential challenges in the commercial aviation market. The company faces engine supply constraints from Pratt & Whitney, which CEO Guillaume Faury describes as their most critical issue. While Airbus delivered 793 planes in 2025, the competitive landscape is shifting as Boeing shows signs of recovery. Boeing recently secured more orders than Airbus for the first time since 2018, indicating a potential turning point in the aerospace industry. The delivery performance is crucial, as planemakers primarily receive payment upon aircraft handover. Investors reacted negatively, with Airbus shares falling 5.2% in morning trading. Despite supply chain disruptions and quality issues, analysts remain cautiously optimistic about Airbus's long-term production strategy and market positioning.
