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Monday Metrics: Deliveries, Flights, Retirements to 21 June 2026

发布日期: 2026-06-22研究机构: Jefferies报告页数: 14原文语言: English证据页码: 1

研报英文原文证据摘录

Monday Metrics: Deliveries, Flights, Retirements to 21 June 2026

EUROPE | Aerospace & Defense

Electronics EquityJuneResearch22, 2026

Monday Metrics: Deliveries, Flights,

Retirements to 21 June 2026

Monday Metrics is our data series focused on key civil aerospace metrics.

It is based on Cirium data for deliveries, retirements, first flights, and

FlightRadar24 data for commercial flights. We thus aim to provide insights

on Airbus production, as well as aftermarket trends for MTU Aero, Safran

and Rolls-Royce. Please contact the team for feedback & suggestions.

Deliveries: Airbus deliveries at 42 MTD, with 17 in the past week. Cirium showed Airbus

delivering 17 aircraft last week (15 A320, 1 A220 and 1 A350), bringing the June-to-date

deliveries to 42 (36 A320, 4 A220, and 2 A350), up vs last year at 39 deliveries (+8% MTD yoy)

making the year-to-date deliveries up 8% yoy. As usual, Cirium data can lag actual recorded

deliveries by a few days, hence we would expect actual deliveries to be slightly ahead of their

estimates.

First Flights: Airbus first flights at 53 MTD, with 12 in the past week. Cirium showed 12 first

flights for Airbus last week (12 A320), bringing June-to-date first flights to 53 (45 A320, 3 A220,

and 5 A350). This compares to 49 first flights over the same period last year (+8% MTD YoY),

and we expect c. 70 first flights in June.

Retirements level: now at 195 YTD. We have now updated our seasonality to reflect real data

from 2000-2025, vs. our prior assumption of a constant rate of retirement throughout the year.

Using our adjusted run-rate, this would put total 2026 retirements (for the narrowbody and

widebody fleet) at 1.7% and 1.2% of the end-2025 fleet (2025: 1.4% and 1.5% respectively).

Total CFM56 retirements YTD stand at 111 through 21th June (vs.

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