EA EADSY AIRBUS SE UNSP/ADR Loading... : Bullish and Bearish Analyst Opinions

Farnborough Airshow opens with Boeing and Airbus pursuing aircraft deals and defense firms competing for military budgets fueled by global conflicts.

CFM International plans to increase engine deliveries by 15 percent this year to support single-aisle aircraft production for Boeing and Airbus.

Airbus secures an order from Air China for 15 A350-900 widebody aircraft and 40 A320neo jets for its Shenzhen Airlines subsidiary.

Boeing and Airbus are each seeking to secure a major narrowbody aircraft order from leasing company SMBC Aviation Capital, according to people familiar with the discussions.

Airbus shifts some A350 fuselage shipments from sea to air and Boeing airlifts critical parts for 767 production to reduce supply chain delays and maintain manufacturing stability.

Airbus reported 89 deliveries in June with 71 gross orders and 351 deliveries in the first half of the year.

Airbus reported 887 gross and 822 net aircraft orders for the first half of the year.

Airbus reported 89 deliveries and 71 gross orders in June, with total deliveries of 351 aircraft in the first half of the year.

Airbus lowers its 20-year passenger jet delivery forecast to 42,060 from 42,450, with reductions across both single-aisle and wide-body segments.

Airbus trims its 20-year industry-wide passenger jet delivery forecasts by 1% and lowers passenger traffic growth outlook to 3.9% from 4.1% due to trade and geopolitical disruption.

Airbus delivered approximately 350 jets to customers in the first half of the year as the European planemaker continued ramping up output amid persistent supply chain challenges.

Airbus expects to deliver around 350 airplanes in the first half of 2026, according to a company statement.

Airbus secured a $10B+ widebody order from SAS, but the Seeking Alpha Quant system rates it a HOLD, making this a commercial milestone rather than a directional trade call.

European Investment Bank and Airbus signed an initial €1 billion loan as a first tranche of a €3 billion envelope.

Airbus secured an order from China Eastern Airlines for widebody aircraft, extending the European planemaker's winning streak in the world's second-largest aviation market.

Airbus SE awarded a 345 million euro contract for Copernicus Sentinel-1 NG radar instruments with Thales Alenia Space as prime contractor and first launch expected in 2034

Airbus CEO expresses uncertainty about reaching next year's A320 production target due to potential engine supply issues from Pratt & Whitney.

Airbus CEO Guillaume Faury says the planemaker is bringing more workers back on site to sharpen focus on aircraft deliveries and future jet design.

Airbus CEO targets production rate of 75 aircraft per month by 2027, contingent on engine delivery schedules.

Airbus CEO Guillaume Faury said the planemaker must improve its performance in the latter half of 2026 after getting off to a slow start.

Etihad Airways secures earlier delivery slots for new Boeing and Airbus aircraft as other airlines cancel orders.

Airbus is closing in on a widebody order from SAS AB as the Scandinavian carrier seeks to lock in delivery slots and expand its long-distance network.

Airbus is falling behind on deliveries of the A321XLR, with Indian customer IndiGo unlikely to receive the full batch of nine units this year, sources say.

Airbus reported 379 orders in May and cumulative deliveries of 262 aircraft so far in 2026.

China reportedly using Airbus delivery approvals as diplomatic leverage over European aircraft certification timelines — regulatory/trade friction affecting Airbus deliveries, no directional view from speaker.

Reports China deliberately delaying Airbus delivery approvals as regulatory leverage; a fundamental trade/regulatory development affecting Airbus delivery volumes, no directional view from speaker.

Brad Setser discusses Boeing's challenging market position against Airbus and rising Chinese competition from the C919 and Tianjin A320 production.

"When you look what is the clear picture of Europe this day, I would say it's the security and defense... all the events are supporting this European sovereignty dynamic." The combination of the Ukraine war, Middle East instability, and US protectionism (tariffs) is forcing European governments to drastically increase domestic defense and security spending to achieve strategic autonomy. This provides long-term, high-margin revenue visibility for European defense contractors. LONG. Defense companies are direct beneficiaries of the structural shift toward European sovereignty and increased military budgets. Supply chain bottlenecks for critical components (like semiconductors) or political gridlock delaying the allocation of defense budgets.

"Airbus was in the midst of ramping the A350... we just helped them automate all of that and the ontology at that point was really related to parts, sequencing of work, defect rates... Now you have the greatest data asset possible for this tail." By deeply integrating Palantir's software into its final assembly lines, Airbus has created a structural data advantage over its competitors. This allows them to identify design defects faster, optimize production planning, and maximize in-service uptime, directly translating to better margins and faster delivery ramps. LONG. Airbus possesses a superior, software-optimized manufacturing process compared to its primary rival (Boeing), allowing it to capture outsized market share in the commercial aerospace duopoly. Global supply chain bottlenecks (engines, titanium); macroeconomic slowdowns reducing airline capital expenditures.

Europe is aggressively rebuilding its military capabilities ("Hard Power") and explicitly wants to reduce reliance on US defense guarantees. This geopolitical shift forces European governments to direct procurement budgets to domestic champions rather than US firms like Lockheed or Raytheon. The "Trump Trade" in 2024 accelerated this, but the spending cycle is multi-year. Long European Defense. The ETF (EUAD) captures the pure-play theme, while specific ADRs like Airbus (EADSY), BAE Systems (BAESY), and Rheinmetall (RNMBY) are the direct beneficiaries of increased German/EU budgets. Peace negotiations or a sudden reintegration of US/EU defense policies could dampen the urgency for local spending.