Key Takeaways

  • Airbus delivered 19 commercial aircraft in January 2026.
  • 15 customers received brand-new jets, including Lufthansa and United Airlines.
  • This marks the slowest start to a year for deliveries since at least 2019.

Strategic Implications

The slow start may indicate ongoing supply chain issues. Airbus’s focus on securing aircraft engines suggests a prioritization of component availability over delivery targets. The company’s revised guidance and customer demand suggest a competitive market with room for other players.