Airbus Has the Orders. The Engines Didn’t Get the Memo. - Moby THE GIST Airbus just reminded investors that a record backlog does not mean record deliveries. It can sell jets all day long, but if the engines do not show up, neither does the cash, and the stock reacts accordingly. WHAT HAPPENED Airbus cut its 2026 commercial delivery outlook to about 870 aircraft, below where many analysts had expectations, with some earlier forecasts closer to 900 plus. In some reports, expectations had drifted even hi ...