Airbus CEO Sees Strong Demand, Has Long Backlog of Orders
Speakers
Guillaume Faury
— CEO, Airbus
Summary
Airbus CEO Guillaume Faury reports very strong demand and a 9,200-aircraft backlog at the Farnborough Air Show. Production is ramping toward rate 75 on the A320 family, with aggressive delivery targets expected at an upcoming investor day. He also discusses next-gen narrowbody plans, defense programs, and Europe's rearmament efforts.
- Airbus sees very strong demand across short- and long-range aircraft.
- Backlog exceeds 9,200 aircraft; high oil prices drive demand for fuel-efficient planes.
- Production ramping up: 15% increase in H1, targeting rate 75 and ~870 deliveries in 2026.
- Investor day tomorrow to present aggressive delivery targets.
- Next-gen single-aisle planned for entry into service in the second half of next decade.
- Airbus remains part of FCAS and will serve as industrial partner for Germany/Spain on sixth-gen fighter.
- Faury believes Europe cannot rearm without the US, but must increase defense spending and collaboration.
Ideas
Massive backlog and production ramp support Airbus.
Airbus sees very strong demand for its commercial aircraft, backed by a backlog of over 9,200 planes. Production is ramping up, with a 15% increase in the first half, on track toward rate 75 on the A320 family and around 870 deliveries in 2026. High oil prices further boost demand for fuel-efficient aircraft. The company has high visibility and will present aggressive delivery targets at its investor day.
Up Next
This Bloomberg Markets video, published July 20, 2026, features Guillaume Faury discussing AIR.PA. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Guillaume Faury · Tickers: AIR.PA