MANUFACTURER INTELLIGENCE · AIRBUS
Airbus
Commercial aircraft deliveries, orders, backlog, production rates and the engine constraints shaping output.
Latest: August 2026 · H1 financials to 30 June 2026Overview
Airbus delivered 475 commercial aircraft to 83 customers in the first eight months of 2026, 9% ahead of the same point in 2025. The backlog is the largest it has ever been. The constraint is not demand but the ability to convert that backlog into delivered aircraft, and in 2026 that has come down to engines.
Deliveries and production
| Month | Deliveries | Cumulative |
|---|---|---|
| January | 19 | 19 |
| February | 35 | 54 |
| March | 60 | 114 |
| April | 67 | 181 |
| May | 81 | 262 |
| June | 89 | 351 |
| July | 67 | 418 |
| August | 57 | 475 |
August 2026 in detail
| Category | Deliveries | Composition |
|---|---|---|
| Single-aisle | 53 | 26 A321neo, 16 A320neo, 1 A319neo, 10 A220-300 |
| Widebody | 4 | 3 A350-1000, 1 A330-900 |
Orders and backlog
| Programme | H1 deliveries | Backlog | Target monthly rate |
|---|---|---|---|
| A220 | 44 | 568 | 13 by 2028 |
| A320 family | 271 | 7,571 | 70–75 by end-2027 |
| A330 | 10 | 333 | 5 in 2029 |
| A350 | 26 | 890 | 12 in 2028 |
| Measure | H1 2026 | Year to date (Aug) |
|---|---|---|
| Gross orders | 886 | 1,157 |
| Net orders | 821 | — |
| August gross orders | — | 67 |
Financial performance
| Measure | H1 2026 | Change |
|---|---|---|
| Revenue | €33.2bn | +12% |
| EBIT adjusted | €2,727m | +24% |
| Commercial Aircraft EBIT adjusted | €1,987m | from €1,714m |
| EBIT reported | €2,745m | +70% |
| Net income | €2,243m | +47% |
| Earnings per share | €2.84 | +47% |
| Self-financed R&D | €1,464m | +4% |
| Free cash flow before customer financing | −€1,166m | from −€1,610m |
| Net cash position | €8.4bn | from €12.2bn at YE2025 |
| Gross cash position | €23.4bn | from €27.2bn at YE2025 |
Guidance
| Measure | FY2026 target | FY2025 actual |
|---|---|---|
| Commercial aircraft deliveries | ~870 | 793 |
| EBIT adjusted | ~€7.5bn | — |
| Free cash flow before customer financing | ~€4.5bn | — |
What is limiting output
The arithmetic. With 475 delivered through August, roughly 395 aircraft remain to reach 870 — close to 99 a month across September to December, against a best month of 89 so far this year.
Engines. Airbus has warned that Pratt & Whitney engine supply is insufficient and that completed airframes may wait for engines. CFM supply has also remained tightly allocated.
The rate 75 question. Airbus still targets 70–75 A320-family aircraft a month from the end of 2027. Engine availability remains the open variable.
Sources
Airbus orders and deliveries · Airbus H1 2026 results · Forecast International, August 2026 · FlightGlobal on engine supply.