PARIS, Jan 11, 2026, 22:17 CET — Market closed
- On Friday, Airbus shares ended at 215.10 euros, slipping 0.05%.
- Airbus is set to release its annual orders and deliveries update early next week, drawing investor attention.
- The key question is whether output stayed steady despite supply hiccups late last year, and what that means for 2026.
Shares of Airbus SE slipped slightly on Friday as investors awaited the company’s audited annual orders and deliveries report set for early next week. The stock closed at 215.10 euros on Euronext Paris, down 0.05%, though it has gained roughly 8% year to date.
The annual tally is crucial because “deliveries” — planes handed over to airlines — generate a significant portion of a jet maker’s revenue, as these handovers usually trigger substantial milestone payments.
Airbus moved to calm concerns after cutting its 2025 delivery target late in the year, citing supplier issues that delayed some deliveries. The ultimate figures will influence investor sentiment on production prospects heading into 2026.
Airbus announced it will release audited year-end commercial figures on Jan. 12, revising its delivery target to “around 790” planes. Cirium, an aircraft data firm, estimates 782 deliveries, though some analysts are betting on higher numbers. Aircraft analyst Rob Morris suggested Airbus might squeeze out “a handful more deliveries” as final paperwork gets wrapped up. Reuters
Industry insiders told Reuters that Airbus delivered 793 aircraft in 2025, surpassing its revised target after cutting the goal from “around 820” due to fuselage-panel problems at a Spanish supplier. Airbus declined to comment ahead of the Jan. 12 announcement, the report noted. Reuters
The stock crept up ahead of the event. Airbus shares climbed from 208.00 euros on Jan. 5 to 215.10 euros by Friday’s close, narrowing the margin for error if Monday’s numbers come in weak.
Traders won’t just stop at the headline delivery numbers — they’ll dive into the order book. “Net orders,” which are gross orders minus cancellations, tend to shift dramatically around year-end. These figures are crucial for gauging if Airbus will hold on to pricing power and keep production slots limited heading into 2026.
Competitive pressure lingers. Boeing’s 737 MAX 10, aiming to take on Airbus’ A321neo, has advanced to the next stage of FAA certification flight tests. However, delays linked to an engine deicing problem continue to cloud the schedule.
The risk for Airbus is straightforward: the audited delivery numbers could still catch the market off guard. Should deliveries fall short of forecasts, or cancellations exceed current assumptions, investors might start doubting supply chain issues and their impact on cash flow.
Upcoming catalysts are just around the corner. Airbus plans to release its audited 2025 orders and deliveries figures on Jan. 12, with its FY 2025 earnings report scheduled for Feb. 19.
