Airbus Posts €50.6 Billion in Nine-Month Revenue as Orders Surge to 1,105 Aircraft
Key Facts
Airbus said on October 28 that revenue rose 7% to €50.6 billion in the nine months ended September 30, 2026, while adjusted operating profit reached €4.495 billion. The results show growth over the extended period, against declines in some third-quarter measures. Chief Executive Guillaume Faury said the nine-month results reflect "an upward trajectory in ramping up civil and military production, supported by strong demand for the company’s products across its portfolio." However, verified data on Airbus share performance in the October 29 session is not available here. The stock’s close at $54.3 on October 28 alone does not establish the direction of trading the following day.
In the third quarter, Airbus revenue fell 2% year over year to €17.469 billion, and adjusted operating profit declined 9% to €1.768 billion. By contrast, net income rose 20% to €1.344 billion. The company attributed the revenue decline mainly to lower commercial aircraft deliveries, partly offset by a larger contribution from services. Adjusted profit was also affected by a less favorable mix and the integration of the former Spirit AeroSystems business. The comparison between the quarter and the extended period shows that nine-month growth did not prevent weaker revenue and operating profit in the latest three months.
Airbus delivered 547 commercial aircraft in the first nine months of 2026, compared with 507 aircraft in the same period of 2025. Net commercial orders rose to 1,105 aircraft from 514 a year earlier. The figures come as Faury described strong demand for the group’s products, alongside a trajectory of increased civil and military production. Deliveries and orders are distinct measures: the former record aircraft that reached customers, while the latter reflect net orders during the period. The company kept its annual guidance unchanged, targeting deliveries of about 870 commercial aircraft in 2026.
In the semiconductor equipment sector, Aixtron said third-quarter orders rose 122% year over year to €274.9 million, compared with €124.0 million in the same quarter of 2025. The company linked the strength in demand to equipment for laser applications used in AI data center communications. Optoelectronics accounted for about 68% of equipment orders, while power electronics made up 24%. Revenue totaled €183.6 million for the quarter. Aixtron reaffirmed its 2026 financial-year guidance when it reported results on October 29.
In broader markets, Germany’s DAX index rose 0.8% to 25,912.10 points in early European trading on October 29, and France’s CAC 40 gained 1% to 7,983.15 points. Britain’s FTSE 100 climbed 0.5% to 10,744.60 points. These figures describe index performance at that point in the session and do not establish the movements of Airbus, TotalEnergies or Aixtron shares individually. October 29 was Avolta’s scheduled trading update, but that alone does not establish the direction of its stock. Similarly, the facts provided do not include verified TotalEnergies share performance in that day’s session.
TotalEnergies had set October 29 as the date for releasing its third-quarter results, with a presentation scheduled for the same day from 1:00 to 2:30 p.m. London time. Reuters reported on October 15 that the company’s expected refining margin for the quarter had approached four times its level a year earlier, linking this to higher energy prices amid supply disruptions related to the war with Iran. After announcing the results, the company raised its share buyback program to $2.50 billion for the fourth quarter of 2026 and the first quarter of 2027. The board also approved a third interim dividend of €0.90 per share for financial year 2026, up 5.9% from 2025. These decisions set the framework for shareholder returns in the two stated periods, but do not in themselves establish the reason for the stock’s movement in the October 29 session.