Kate Duffy

Bloomberg Aerospace Reporter
@kate__duffy · tracked since Feb 2026
Calls
1
Win Rate
0.0%
return
-9.0%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
EADSY Short -9.0%
Most Mentioned
EADSY ×1
Recent Calls
EADSY Short 6 months ago
Win Rate 0% Long 0 Short 1
Win Rate
7d 0%
30d 100%
90d 100%
Average Return -9.0% Long Return - Short Return -9.0%
Average Return
7d -0.4%
30d +11.8%
90d +8.2%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
EADSY AIRBUS S... AIRBUS SE UNSP/ADR
Short
Feb 19
$54.95
-9.0%
Airbus deliveries missed expectations (19 vs Boeing's 46 in Jan) due to ongoing engine shortages (Pratt & Whitney). Management indicated these issues could last until 2027. Aircraft manufacturers get paid upon delivery. If they cannot secure engines to finish the planes (leaving "gliders" in hangars), they cannot recognize revenue or collect cash, despite high demand. SHORT/AVOID until supply chain bottlenecks resolve. A faster-than-expected resolution to the engine supply chain issues.
Airbus deliveries missed expectations (19 vs Boeing's 46 in Jan) due to ongoing engine shortages (Pratt & Whitney). Management indicated these issues could last until 2027. Aircraft manufacturers get paid upon delivery. If they cannot secure engines to finish the planes (leaving "gliders" in hangars), they cannot recognize revenue or collect cash, despite high demand. SHORT/AVOID until supply chain bottlenecks resolve. A faster-than-expected resolution to the engine supply chain issues.
Aerospace
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Kate Duffy has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: EADSY.