Based on internal tracking at Forecast International, it has been a weak start to the year for Airbus. Boeing has out delivered the manufacturer by nearly twice as many aircraft, showing that the pressure is already on for Airbus to meet its delivery goal.
At this stage, Airbus is well behind its historical delivery cadence, having delivered only 6.2% of its 870 targeted deliveries for the year on a year-to-date basis. Looking back at 2025, by the end of February Airbus had delivered 7.9% of its targeted annual deliveries (based on the company’s initial target of 820 aircraft), which was ultimately revised downward to 790 aircraft later in the year. This comparison does not necessarily mean Airbus will revise its delivery target again in the near term, but it does highlight two key points. First, the current delivery pace suggests that the risk of a downward revision to the target already exists. Second, if Airbus intends to maintain its current goal of 870 deliveries, the ramp-up in deliveries later in the year will need to be even more significant than what was required in 2025.
As a result, 2026 is shaping up to be another year of uncertainty for Airbus, and reaching the company’s initial delivery target will likely prove more challenging than it was in 2025, particularly given the weaker starting position this year.
To get a more detailed, month‑by‑month breakdown of commercial aircraft OEM activity, including production, orders, and delivery execution risk, visit https://figlobalintelligence.com/commercial-aircraft-oem-intelligence-brief/
With diverse experience in the commercial aviation industry, Grant joins Forecast International as the Lead Analyst for Commercial Aerospace. He began his career at the Boeing Company, where he worked as a geospatial analyst, designing and building aeronautical navigation charts for Department of Defense flight operations.
Grant then joined a boutique global aviation consulting firm that focused on the aviation finance and leasing industry. In this role he conducted valuations and market analysis of commercial aircraft and engines for banks, private equity firms, lessors and airlines for the purposes of trading, collateralizing and securitizing commercial aviation assets.
Grant has a deep passion for the aviation industry and is also a pilot. He holds his Commercial Pilots License and Instrument Rating in addition to being a FAA Certified Flight Instructor.
