Airbus: Backlog Is Finally Becoming Earnings

Dhierin Bechai Investing Group Leader Follow Summary Airbus is steadily ramping up deliveries, capitalizing on its extensive backlog despite persistent supply chain challenges. June saw 89 aircraft delivered and 59 net orders, with the A320neo family and A330neo driving momentum and order inflow. Year-to-date deliveries rose 15% to 351 aircraft, positioning Airbus ahead of its 2026 target of 870 deliveries and signaling improving supply chain health. Airbus's robust backlog and improving delivery cadence support a bullish outlook, with the company well-positioned for sustained earnings growth. Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » huettenhoelscher/iStock Editorial via Getty Images Airbus ( EADSY ) ( EADSF ) is slowly but surely ramping up its deliveries providing an increasing ability to capitalize on its huge backlog. That is a bullish sign, but we note that the supply chain This article was written by Dhierin Bechai 24.37K Followers Follow Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.