Airbus posts €50.6 billion in nine-month revenue, keeps target of 870 deliveries
Key Facts
Airbus kept its target of delivering about 870 commercial aircraft in 2026 unchanged, while results for the first nine months showed combined revenue of €50.6 billion, up 7% year on year. The results put this year-to-date growth alongside a decline in third-quarter revenue, which the company attributed mainly to lower commercial aircraft delivery volumes. Chief Executive Guillaume Faury said the company was focused on deliveries while maintaining product quality in a complex operating and geopolitical environment. Airbus announced the results on October 28, reaffirming its annual target. Meanwhile, the October delivery figure attributed to a Jefferies report could not be verified, so a specific monthly decline cannot be attributed to the company.
Airbus reported combined revenue of €17.469 billion in the third quarter of 2026, compared with €17.826 billion in the same period of 2025, a 2% year-on-year decline. The company attributed the decrease mainly to lower commercial aircraft delivery volumes, partly offset by a higher contribution from services. This highlights the difference between quarterly performance and the first nine months as a whole, when revenue rose 7% to €50.6 billion. The quarterly figures alone do not prove that deliveries in October continued the same trend, nor do they prove that an unverified monthly figure affected quarterly revenue. The comparison between the two periods therefore remains tied to what the company reported for each, rather than an inference about delivery trends after the end of September.
On the demand side, Airbus recorded gross orders for 1,174 commercial aircraft in the first nine months of 2026, compared with 610 aircraft in the corresponding period of 2025. Net orders after cancellations totaled 1,105 aircraft during the period. The figures reflect an expansion in recorded orders compared with the previous year, while quarterly revenue also remains tied to delivery timing and the contribution from services. At the end of September 2026, the commercial aircraft backlog reached 9,310 aircraft, up from 8,665 aircraft at the end of September 2025, a 7% year-on-year increase. The backlog combines a larger order base with the company’s commitment to convert it into deliveries under its operating program.
Previous delivery data provides context for comparison without confirming the October 2026 figure. Airbus delivered 78 aircraft to 36 customers in October 2025, bringing its deliveries since the start of that year to 585 aircraft through the end of October. For September 2026, Investing.com reported, citing a Reuters report based on Jefferies, that the company delivered 72 aircraft, down 1% from September 2025 and four aircraft above the company’s estimate. September data and October data from the previous year do not confirm the number of deliveries in October 2026 or its year-on-year rate of change. EADSY shares closed at $53.42 on October 30, according to EL7 data.
Airbus’s 2026 guidance targets about 870 commercial deliveries, and the company said it had kept that guidance unchanged. Reaching the target depends on executing deliveries during the remainder of the year, while the reported results do not provide an October 2026 delivery figure that could be used to estimate the remaining distance to the target. The company’s assumptions also include no additional disruptions to global trade, the global economy or air traffic, or to the supply chain, internal operations and ability to deliver products and services. Airbus said its focus combined delivery with quality amid a complex operating and geopolitical environment. These assumptions remain part of the framework under which the company announced its annual target.