Kate Duffy

Bloomberg Aerospace Reporter
@kate__duffy · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
EADSY short +11.2%
Worst Calls
No live losers yet
Most Mentioned
EADSY ×1
Recent Calls
EADSY short 3 months ago
Win Rate 100% Long 0 Short 1
Win Rate
7d 0%
30d 100%
90d 100%
Average Return +11.2% Long Return - Short Return +11.2%
Average Return
7d -0.4%
30d +11.8%
90d +8.2%
Result
Result
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Theme Stance
Ticker
Side
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Opened
Entry
P&L
Thesis
Theme
Source
EADSY AIRBUS S... AIRBUS SE UNSP/ADR
Short
Feb 19
$54.95
+11.2%
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.
NatSec
YOUTUBE
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