Airbus reportedly targets 900 deliveries after strong June, sources say

• Airbus delivered 89 jets in June, marking a significant surge in monthly deliveries
• Internal delivery target of 900 units exceeds official guidance of 870 aircraft for the full year
• Delivery acceleration driven by backlog clearance from delayed China orders and improved engine supply chain conditions

Airbus Targets 900 Deliveries After Strong June Performance

Airbus has set an internal delivery target of 900 aircraft for the full year while maintaining its official guidance of 870 deliveries, according to industry sources. The European aircraft manufacturer delivered 89 jets in June, reflecting strong momentum in its delivery schedule.

Key Performance Drivers:

The surge in June deliveries stems from two primary factors: Airbus is catching up on a backlog of delayed deliveries to China, and the company is experiencing some relief from engine supply chain disruptions that had previously constrained production.

Market Context:

The 900-unit internal target represents a 3.4% increase over the official 870-delivery guidance, suggesting management confidence in sustained production recovery. June's 89 deliveries demonstrate robust monthly performance as the company works through accumulated order backlogs.

Company Response:

Airbus declined to comment on the reported internal targets when contacted by Reuters. The news was first reported by Bloomberg on Friday.

Industry Implications:

The stronger delivery numbers indicate improving conditions in the aerospace manufacturing sector, particularly regarding supply chain challenges that have plagued aircraft producers in recent years. Resolution of China delivery delays and easing engine supply constraints suggest a normalization of production flows, which could positively impact Airbus's financial performance and revenue recognition timing for the year.

The increased delivery pace, if sustained, would demonstrate Airbus's ability to meet robust demand in the commercial aviation sector while managing complex global supply chain dynamics.