Airbus Shares Rise 2.5% Early in the Day After Surpassing 2025 Delivery Targets
Airbus shares experienced a 2.5% increase early Monday, January 5, reaching a price of 208.80 euros from 203.70 euros the previous day. This performance comes amid a longer-term upward trend, with a 6.55% gain over seven days and a notable annual increase of 32.64%. The European manufacturer benefits from positive anticipation following reports by Bloomberg that the company delivered 793 aircraft in 2025, exceeding the revised target of about 790 planes.
Strong Start to the Year Driven by Delivery Performance and Technical Indicators
Airbus's stock now significantly exceeds its 200-day moving average of 180.41 euros, indicating a strong upward trend throughout the past year. The 50-day moving average stands at 202.42 euros, slightly below the current price, confirming the positive short-term momentum. The crossing of the resistance threshold at 204.85 euros is an encouraging technical signal for investors. However, trading volumes remain contained, reflecting a relatively calm session at the start of the week.
Recent Commercial Announcements from China Bolster Stock Performance
The stock's rise is also supported by a series of recent commercial announcements from China. At the end of December, China Aircraft Leasing Group Holdings Limited formalized a firm order for 30 A320neo family aircraft, marking the fifth commercial agreement between the two groups since 2012. This order brings the total number of Airbus aircraft ordered by CALC to 282, including 203 from the A320neo family. Additionally, Air China has finalized the acquisition of an additional 60 A320neo aircraft, strengthening the European manufacturer's presence in the Chinese market. These contracts are part of a favorable sequence for Airbus, which also secured a contract in Spain for the development of the new air force combat training system, including the acquisition of 30 HÜRJET aircraft from Turkish Aerospace.
Stock Recovery Following Production Challenges
The stock's recovery comes after a period marked by production difficulties. In early December, Airbus had lowered its annual delivery target from about 820 to about 790 aircraft, due to the detection of a quality issue with a Spanish supplier concerning the fuselage panels of the A320. This revision had weighed on the stock price, before the acceleration of deliveries at the end of the year allowed the group to catch up. Between January and the end of November 2025, Airbus had delivered 657 aircraft, requiring about 133 deliveries in December to meet the revised target. The final performance of 793 aircraft, if confirmed, would demonstrate the manufacturer's ability to overcome supply chain constraints.
