Weekly Recap: Deliveries rise, FCF positive and supplier delays curb output

Airbus (EURONEXT:AIR) is juggling production lifts and supply delays—boosting single‑aisle output targets and air‑shipping A350 parts—while lining up major A320/A330neo deals and strategic tech and regional partnerships ahead of Farnborough, even as FX, R&D and supplier constraints temper near‑term results.

Previous Week Recap

• Airbus Delivers Profit Turnaround: Airbus Q2 2026: commercial aircraft deliveries rose and free cash flow turned positive; FX headwinds and higher R&D weighed on results; divisions and inventory align with growth plans. 1
• Airbus Seeks Faster Output: Airbus (AIR) faces engine and cabin part delays limiting near-term deliveries. It aims to boost single-aisle output to about 75/month by 2027; suppliers report improving but constrained capacity. 2
• Airbus In Talks Sell A330neo: Airbus (AIR) is in talks to sell A330neo jets: Flynas may firm eight options and Condor may order about six; media say deals or announcements could surface around next week’s Farnborough Airshow. 3 4
• Farnborough Duel: Airbus Boeing: At Farnborough, Airbus vies with Boeing for a large SMBC Aviation Capital narrowbody order. SMBC, now second‑largest lessor after buying Air Lease, holds ~430 Boeing and Airbus aircraft backlog. 5
• Airbus Eyes Large A320neo Order: Airbus is negotiating with SMBC Aviation Capital for a large A320neo-family order, reportedly roughly similar in scale to Boeing’s pursuit of about 100 737 MAX jets. 6
• Airbus Wins 55 Jets: Airbus (AIR) won orders for 55 jets: 15 A350-900s for Air China and 40 A320neo-family for Shenzhen Airlines, list value ~$12.4B; deliveries set from 2029–2032. 7
• Airbus Ships A350 Parts: Airbus (AIR) began air‑shipping A350 parts after acquiring Spirit AeroSystems' Kinston plant in December, changing logistics to protect A350 production timing amid lower inventory buffers. 8
• Quebec Open To A220 Variant: Quebec is open to partnering with Canada and Airbus on a proposed stretched A220 variant. The province owns 25% of the A220 program; final assembly occurs near Montreal and in Mobile, AL. 9
• Airbus Signs Scaleway Deal: Airbus (AIR) struck a multi‑year deal with Scaleway to host sensitive industrial and defense apps, plus AI models supporting aircraft design, engineering, production and corporate ops. 10
• US ATC Funding Push: Airbus SE urged U.S. Congress for $20 billion to modernize U.S. air traffic control—funding for facility upgrades, new controller tech and advanced airspace tools to cut delays and boost safety 11