Airbus stock rises 1.99 percent as September deliveries reach 72

Published on 10/03/2026 at 22:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Airbus stock reached EUR 189.30 on October 2, 2026, after September deliveries totaled 72 aircraft. Bernstein kept its EUR 240 target and Outperform rating.

Börsensaal mit EURO STOXX 50-Anzeige, Airbus SE als Indexmitglied — Airbus SE im EURO STOXX 50: Redaktionelles Börsenfoto mit großem Display, Kursdiagramm und Händlern im Vordergrund in professionellem Blaulicht, Illustration mit AI erstellt.

Airbus stock (ISIN NL0000235190) rose 1.99 percent to EUR 189.30 on Euronext Paris on October 2, 2026, after September deliveries reached 72 aircraft. The delivery figure narrowed the gap to the 73 aircraft delivered in September 2025, while quality checks and supply constraints remain central to the production outlook.

September deliveries beat estimates

According to Reuters on October 2, 2026, Airbus delivered as many as 72 aircraft in September, versus 73 a year earlier. Jefferies analysts estimated 68 deliveries, making the provisional total higher than that estimate.

The operational picture is still demanding. Reuters reported that 20 aircraft had shifted from the third quarter into the fourth quarter because of accumulated delays, while Airbus advised airlines to check A330 aircraft after a tool was found in a horizontal tailplane. The company said aircraft currently leaving production had been inspected and could be delivered.

Analyst target stays at EUR 240

finanzen.ch reported on October 1, 2026, that Bernstein Research maintained its Outperform rating and EUR 240 price target for Airbus. The report also described the third quarter as weaker than the first and second quarters, putting execution against the annual delivery target at the center of the assessment.

Airbus entered the delivery update with H1 2026 adjusted EBIT of EUR 2.7 billion and free cash flow before customer financing of negative EUR 1.2 billion, according to Airbus. The combination shows why delivery timing matters: production volume supports earnings, while delays can pressure cash conversion.

Airbus reports on October 28

Airbus has set its 9m 2026 earnings release analyst call for October 28, 2026, at 7:30 p.m. CET, with a pre-quarterly communication scheduled for October 14, 2026, according to Airbus. Those dates provide the next formal checkpoints for delivery progress, adjusted EBIT and cash flow.

Stock remains below yearly high

Airbus was last at EUR 189.30 on Euronext Paris on October 2, 2026, at 5:35 p.m. CEST, up EUR 3.70 or 1.99 percent on the session. The EUR 157.42 to EUR 221.30 52-week range places the stock EUR 32.00 below its yearly high, while market capitalization stood at EUR 149.8 billion.