Why did Airbus stock fall today?

Shares slipped after management set a cautious 2026 plan of about 870 deliveries and ~€7.5 billion EBIT, pointing to ongoing A320 engine shortages. Investors worry about near‑term margins and delivery execution. A higher dividend helps, but the focus stays on supply recovery and the pace of the A320 ramp.

How do A320 engine delays affect deliveries?

Limited Pratt & Whitney GTF availability slows A320neo output and pushes the ramp to 70–75 jets per month by end‑2027. That can shift airline delivery timing and weigh on near‑term margins. The long‑term backlog remains strong, but cash conversion depends on steadier parts flow and shop visit throughput.

What is Airbus’s 2026 outlook?

Management guided for about 870 aircraft deliveries and around €7.5 billion EBIT. The plan reflects constrained A320 engine supply and a more gradual production increase. Investors will track monthly handovers, margin progress, and any improvement in engine availability to validate the year’s delivery and profit targets.

How could this impact MTU Aero Engines and RTX?

MTU, a GTF partner, is sensitive to both new engine output and MRO demand, so delays can influence near‑term scheduling and earnings mix. RTX, which owns Pratt & Whitney, faces execution scrutiny but benefits from segment diversification. Clearer timelines for engine inspections and deliveries would be key positives for both.

Global Market Insights

AIR.PA Stock Today, February 19: Guidance Cut on A320 Engine Shortage

ByDanny Kontos February 19, 2026

Airbus stock is under pressure today after the group set a cautious 2026 outlook tied to A320 engine delays. Airbus (AIR.PA) now targets about 870 aircraft deliveries and around €7.5 billion EBIT as the A320 ramp stretches to end‑2027. Shares traded near €188.88, down 3.88%, with a day low of €184.50. For investors in Germany, MTU Aero Engines (MTX.DE) is in focus given its role on the GTF program alongside Pratt & Whitney, part of RTX.