Airbus: Aircraft Delivery Monitor

研报英文原文证据摘录

Airbus: Aircraft Delivery Monitor

Equity Research

European Aerospace & Defence

29 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 (26-Jun-26) EUR 191.90

Airbus has delivered a total of 58 aircraft thus far in June, including 5 A220, 22 A320, 26 A321 and Potential Upside/Downside +14.6%

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

date stand at 206 aircraft. With 114 deliveries in Q1, YTD deliveries now stand at 320 aircraft,

which include 40 A220, 2 A319, 90 A320, 154 A321, 10 A330 and 24 A350 aircraft. Meanwhile, European Aerospace & Defence

according to Cirium data, Boeing's (not covered) June deliveries thus far stand at 45 aircraft, Milene Kerner

comprising 31 737 MAX, 2 767, 2 777 and 10 787 aircraft. With a Q1 delivery tally of 143 aircraft, +33 (0)1 4458 4002

47 deliveries in April and 60 deliveries in May, Boeing's YTD deliveries stand at 295 aircraft. milene.kerner@barclays.com

BBI, Paris

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

Afonso Osorio, CFA

70 +44 (0)20 3134 7016

afonso.osorio@barclays.com 60

Barclays, UK

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 June deliveries Boeing June deliveries

Source: Cirium, Barclays Research

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