Airbus confirmed 72 aircraft deliveries in September, keeping the European planemaker on track toward its full-year target despite ongoing supply-chain challenges across the aerospace industry. The latest figures bring nine-month deliveries to 547 aircraft, an 8% increase from the same point last year and an important measure of Airbus’ ability to convert its substantial order backlog into completed deliveries.

September Deliveries Remain Broadly Stable

Airbus delivered 72 aircraft in September, broadly unchanged from the 73 planes delivered during the same month a year earlier. The result confirms figures previously reported that Airbus had delivered around 72 aircraft, despite concerns about the cumulative impact of supply-chain delays.

For the company, delivery performance remains a critical operational indicator because aircraft deliveries are closely tied to revenue recognition and the conversion of orders into completed sales. The relatively stable September result suggests that production and supplier constraints have not prevented Airbus from maintaining a higher year-to-date delivery pace than in 2025.

Airbus Maintains Ambitious Full-Year Target

Through the first nine months of the year, Airbus has delivered 547 aircraft, representing an 8% increase from the comparable period last year. The company is targeting approximately 870 deliveries for the full year, which would represent a 10% increase from the 793 aircraft delivered in 2025.

Reaching that objective will require Airbus to sustain a significantly higher delivery pace during the final quarter. The fourth quarter is therefore likely to remain particularly important for investors assessing whether supply-chain constraints are easing sufficiently to support the company’s production ambitions. Any renewed disruption among suppliers could make the remaining delivery target more difficult to achieve.

Strong Orders Provide Visibility Beyond 2026

Airbus’ commercial position remains supported by substantial demand. The company sold 17 aircraft in September, taking gross orders for the first nine months to 1,174 jets. After three cancellations during September, Airbus reported 1,105 net orders for the period.

The difference between gross and net orders highlights the importance of cancellations when assessing the underlying strength of the order book. Even after adjustments, the net figure remains substantially above the number of aircraft delivered during the period, providing Airbus with significant future production visibility.

Supply Chains Remain the Key Execution Risk

The latest delivery figures offer evidence of progress, but supply-chain performance remains a central factor for Airbus and the wider aerospace sector. Production depends on a complex network of suppliers, meaning delays in components can affect final aircraft deliveries even when underlying customer demand remains strong.

Going forward, investors will be watching fourth-quarter deliveries, supplier performance and order cancellations as Airbus approaches its 870-aircraft target. The company’s ability to maintain delivery momentum while converting its large order pipeline into completed aircraft will remain a key measure of operational execution and the broader health of commercial aviation demand.