Airbus reported first-half revenue of 33.2 billion euros, up 12% year on year, and net profit of 2.24 billion euros, up 47%, while adjusted EBIT rose 24% to 2.7 billion euros, according to Jiemian News. The company booked 886 gross commercial aircraft orders in the period, with net orders of 821 after cancellations, nearly double the 402 net orders a year earlier. Boeing also reported first-half results a day earlier, with revenue up 11% to $46.78 billion and net loss narrowing to $435 million from $643 million a year earlier.

Jiemian News reported that about 358 of Airbus's 821 net orders came from Chinese airlines. Airbus said its commercial aircraft backlog reached 9,222 planes at the end of June, up 5% from a year earlier, and that it delivered 351 commercial aircraft in the first half, up 14.7%. Commercial aircraft revenue rose 15% to 23.9 billion euros, while adjusted EBIT for the division increased to 1.99 billion euros from 1.71 billion euros. CEO Guillaume Faury said Airbus still expects to deliver about 870 aircraft in 2026, sees A320 production reaching 70-75 a month by end-2027 and A350 output hitting 12 a month in 2028, and said there is no current plan to change capacity.

Boeing delivered 314 commercial aircraft in the first half, up 12%, and commercial aircraft revenue rose 10% to $20.95 billion. The division's operating loss narrowed to $885 million from $1.094 billion a year earlier. CEO Kelly Ortberg said 737 production has risen to 47 a month under FAA approval, with a target of 52 a month once more preparations are complete and a potential ceiling of 57-63 in the best case. Boeing also said 737 MAX 7 certification with revised FAA approval is expected, 737 MAX 10 has completed final-stage testing, and both are scheduled for delivery in 2027.