Airbus stock faces year-end delivery test after October handovers

Airbus faces a demanding final stretch in 2026 after delivering 74 commercial aircraft to 45 customers in October. The company said on October 28 that its full-year targets remained unchanged, keeping delivery execution at the center of the investment case.

Airbus stock traded at 195.78 euros on Lang & Schwarz at 11:41 CET on Saturday, November 7, 2026.

Results point to stronger operations

In its nine-month results, Airbus reported revenue of 50.6 billion euros for the period ended September 30, up 7 percent year on year. Adjusted EBIT rose to 4.5 billion euros from 4.1 billion euros, while reported net income reached 3.6 billion euros.

The company delivered 547 commercial aircraft in the first nine months. Its order backlog stood at 9,310 commercial aircraft at the end of September, underscoring the scale of demand but also the importance of production and delivery capacity.

Year-end execution remains decisive

Airbus' October orders and deliveries figures brought the year-to-date delivery total to 621 aircraft. October also produced 202 gross orders. Airbus is targeting around 870 commercial aircraft deliveries for the full year, alongside adjusted EBIT of around 7.5 billion euros and free cash flow before customer financing of around 4.5 billion euros.

Free cash flow before customer financing was negative by 1.3 billion euros through September, compared with negative 0.9 billion euros a year earlier. Airbus attributed the cash outflow mainly to working capital changes, including inventory build-up linked to the back-end-loaded delivery profile and business ramp-up.

Investors can follow the real-time quote of Airbus stock as production and customer handovers progress toward the year-end target.

Broader market sentiment can be followed through the DAX, which provides the relevant German market backdrop.

More news and analyses are available in more news and analyses on Airbus stock.