Airbus: Aircraft Delivery Monitor

Research evidence excerpt

Airbus: Aircraft Delivery Monitor

Equity Research

European Aerospace & Defence

11 May 2026

Airbus

Aircraft Delivery Monitor

This report provides a comprehensive analysis of global

commercial aircraft deliveries – plus, what recent trends

reveal about Airbus' and Boeing's near-term production to AIR.PA/AIR FP OVERWEIGHT European Aerospace &

Defenceassess current industry momentum. NEUTRAL

Price Target EUR 220.00

Price (08-May-26) EUR 179.88

Airbus delivered a total of 67 aircraft in April, including 5 A220, 1 A319, 22 A320, 32 A321, 3 A330 Potential Upside/Downside +22.3%

and 4 A350 aircraft. Deliveries thus far in May comprise 1 A320 and 2 A321 aircraft. Following the Source: Bloomberg, Barclays Research

114 deliveries in Q1, the YTD deliveries now stand at 184 aircraft, which include 24 A220, 1 A319,

49 A320, 89 A321, 6 A330 and 15 A350 aircraft. Meanwhile, according to Cirium data, Boeing's European Aerospace & Defence

(Not Covered) April deliveries stand at 49 aircraft, comprising 37 737 MAX, 3 767, 3 777 and 6 787 Milene Kerner

aircraft. With a Q1 delivery tally of 143 aircraft and 6 deliveries thus far in May, Boeing's YTD +33 (0)1 4458 4002

deliveries stand at 198 aircraft. milene.kerner@barclays.com

BBI, Paris

FIGURE 1. Cumulative aircraft deliveries by OEMs in April

Afonso Osorio, CFA

+44 (0)20 3134 7016

afonso.osorio@barclays.com

Barclays, UK

50 Luke Seelig

40 +44 (0)20 3134 5355

30 luke.seelig@barclays.com

20 Barclays, UK

10 Sambhav Kochar

0 +91 (0)22 6175 2559

sambhav.kochar@barclays.com

Airbus April deliveries Boeing April deliveries

Source: Cirium, Barclays Research

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