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Airbus reaffirms 2026 guidance after strong H1/record delivery momentum

Airbus reported 351 commercial aircraft delivered in the first half of 2026, up from 306 in H1 2025, alongside a 15% increase in half-year revenues to €23.9 billion. The company reaffirmed its full-year target of 870 aircraft deliveries and guided to €7.5 billion adjusted EBIT and ~€4.5 billion free cash flow, citing stronger commercial output and defense gains.

2026-07-29T10:31:48.162941-07:00

Industry Leader Profiles & Interviews

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Airline Weekly

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UK and Europe expand defense investment at Farnborough, from GCAP and Dreadnought to Ukraine and autonomous aircraft

Farnborough coverage underscored Europe’s widening defense commitments: the UK allocated £8.6 billion to GCAP and released £8.4 billion in existing Dreadnought submarine funding, while the EU approved €3.47 billion for Ukrainian military hardware. New autonomous aircraft and sovereign-production plans highlighted the industrial implications.

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Bloomberg

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Airbus reaffirms 2026 guidance after strong H1/record delivery momentum

Airbus reported 351 commercial aircraft delivered in the first half of 2026, up from 306 in H1 2025, alongside a 15% increase in half-year revenues to €23.9 billion. The company reaffirmed its full-year target of 870 aircraft deliveries and guided to €7.5 billion adjusted EBIT and ~€4.5 billion free cash flow, citing stronger commercial output and defense gains.

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IndiGo/InterGlobe Aviation names Kiran Thadimarri CFO as Willie Walsh receives security clearance

InterGlobe Aviation has appointed Kiran Thadimarri as IndiGo’s chief financial officer, effective July 28, replacing Gaurav Negi, who will move to an advisory role. The shift aligns with the expected arrival of Willie Walsh as next CEO in the first week of August following a government security clearance.

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AIA chief Eric Fanning weighs the aerospace impact of Congress’ continuing resolution

Eric Fanning, chief of the Aerospace Industries Association, discusses how aerospace suppliers and manufacturers view Congress’ continuing resolution plans currently advancing through lawmakers. The comments focus on what a potential stopgap could mean for program stability, contracting timelines, and near-term planning for the defense and aerospace industrial base.

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Airline Economics

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American Airlines cuts 2026 profit outlook again as fuel headwind tops $6B and Q2 revenues hit record $16.7B

American Airlines Group reported $16.7 billion in second-quarter revenue and $71 million net profit, but said persistently high fuel costs tied to the war in Iran are delaying its turnaround. The carrier cut its 2026 earnings guidance for a second time in three months as it outlined revenue gains offsetting only about half its fuel costs.

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