Airbus: Aircraft Delivery Monitor

Research evidence excerpt

Airbus: Aircraft Delivery Monitor

Equity Research

European Aerospace & Defence

22 June 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 (19-Jun-26) EUR 189.42

Airbus has delivered a total of 42 aircraft thus far in June, including 4 A220, 18 A320, 18 A321 and Potential Upside/Downside +16.1%

2 A350 aircraft. Inclusive of the 67 deliveries in April and 81 deliveries in May, Q2 deliveries to Source: Bloomberg, Barclays Research

date stand at 190 aircraft. With 114 deliveries in Q1, YTD deliveries now stand at 304 aircraft,

which include 39 A220, 2 A319, 86 A320, 146 A321, 10 A330 and 21 A350 aircraft. Meanwhile, European Aerospace & Defence

according to Cirium data, Boeing's (not covered) June deliveries thus far stand at 33 aircraft, Milene Kerner

comprising 20 737 MAX, 2 767, 2 777 and 9 787 aircraft. With a Q1 delivery tally of 143 aircraft, 47 +33 (0)1 4458 4002

deliveries in April and 60 deliveries in May, Boeing's YTD deliveries stand at 283 aircraft. milene.kerner@barclays.com

BBI, Paris

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

Afonso Osorio, CFA

50 +44 (0)20 3134 7016

afonso.osorio@barclays.com

40 Barclays, UK

30 Luke Seelig

+44 (0)20 3134 5355

20 luke.seelig@barclays.com

Barclays, UK

Sambhav Kochar

0 +91 (0)22 6175 2559

sambhav.kochar@barclays.com

Airbus June deliveries Boeing June 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.