Airbus: Aircraft Delivery Monitor

Research evidence excerpt

Airbus: Aircraft Delivery Monitor

Equity Research

European Aerospace & Defence

26 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 (25-May-26) EUR 174.26

Airbus has delivered a total of 43 aircraft thus far in May, including 6 A220, 1 A319, 12 A320, 20 Potential Upside/Downside +26.2%

A321, 2 A330 and 2 A350 aircraft. Inclusive of the 67 deliveries in April, the Q2 deliveries thus far Source: Bloomberg, Barclays Research

stand at 110 aircraft. Following the 114 deliveries in Q1, the YTD deliveries now stand at 224

aircraft, which include 30 A220, 2 A319, 60 A320, 107 A321, 8 A330 and 17 A350 aircraft. European Aerospace & Defence

Meanwhile, according to Cirium data, Boeing's (not covered) May deliveries thus far stand at 28 Milene Kerner

aircraft, comprising 24 737 MAX, 1 777 and 3 787 aircraft. With a Q1 delivery tally of 143 aircraft +33 (0)1 4458 4002

and 47 deliveries in April, Boeing's YTD deliveries stand at 218 aircraft. milene.kerner@barclays.com

BBI, Paris

FIGURE 1. Cumulative aircraft deliveries by OEMs thus far in May

Afonso Osorio, CFA

50 +44 (0)20 3134 7016

afonso.osorio@barclays.com

Barclays, UK

30 Luke Seelig

+44 (0)20 3134 5355

luke.seelig@barclays.com

10 Barclays, UK

Sambhav Kochar

+91 (0)22 6175 2559

sambhav.kochar@barclays.com

Airbus May deliveries Boeing May deliveries

Source: Cirium, Barclays Research

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies

covered in its research reports.