Paris, February 8, 2026, 00:31 CET — The market has closed.
Airbus SE (AIR.PA) finished Friday’s session 0.94% higher at 191.30 euros, as traders digested signals of a slow kickoff for 2026 deliveries. Paris trading resumes Monday. 1
Airbus relies on monthly jet deliveries for the bulk of its cash inflow. If the pace lags early on, investors start recalculating cash expectations—and the pressure ramps up for Airbus to catch up as the year moves ahead.
Supply bottlenecks are still front and center. Any suggestion that engines or critical parts are holding up deliveries has triggered swift moves from investors, regardless of the steady demand.
Airbus handed over 19 commercial jets to 15 customers in January and reported 49 gross orders for the month, prior to factoring in any cancellations. 2
In January the previous year, Airbus logged 25 aircraft deliveries alongside 55 gross orders. 3
At the Singapore Airshow, executives and suppliers didn’t mince words—bottlenecks remain stubborn. “We are afraid that this new norm will stay, which is completely unacceptable,” said Jeffrey Lam, chief operating officer and president of commercial aerospace at ST Engineering, speaking to Reuters. 4
The Singapore Airshow continues until Feb. 8, still leaving room for last-minute order news or new supply-chain updates that could hit European aerospace stocks early in the week. 5
Jefferies is sticking with its Neutral rating on Airbus, keeping the price target steady at 215 euros, a note on MarketScreener showed. 6
The sector’s old headache hasn’t gone away for investors: late engine arrivals and delayed handovers can stack up deliveries, send working capital higher, and leave guidance looking shaky.
Looking ahead, Airbus will report its full-year 2025 figures on Feb. 19, with the analyst call kicking off at 07:30 CET. The spotlight will fall squarely on what the company signals for 2026 deliveries and production guidance. 7
