Investors with an interest in Aerospace - Defense stocks have likely encountered both Airbus Group (EADSY) and Howmet (HWM) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estima ...

Group 1 - Airbus delivered 63 aircraft in July, a decrease from 77 aircraft delivered in the same month last year [1]

Core Viewpoint - Both Boeing and Airbus, the world's largest commercial aircraft manufacturers, are improving their production rates and financial conditions but still face significant challenges before fully recovering to a stable state [1] Financial Performance - Airbus reported a revenue of €29.6 billion for the first half of 2025, a 3% increase from €28.8 billion in the same period last year [2] - The EBIT (Earnings Before Interest and Taxes) for Airbus was €1.617 billion, up from €1.456 billion year-on-year [2] - Airbus's commercial aircraft segment generated €20.8 billion in revenue, a 2% decline compared to the previous year [2] - Boeing's Q2 revenue reached $22.75 billion, with a total revenue of $42.2 billion for the first half of the year, marking a 35% and 26% increase respectively [3] - Boeing's net loss for Q2 was $612 million, significantly reduced from $1.44 billion in the same quarter last year [3] Delivery and Orders - Airbus delivered 306 commercial aircraft in the first half of 2025, down from 323 in the same period last year [2] - Boeing's delivery of new aircraft reached 150 in Q2, totaling 280 for the first half, a substantial increase from 175 year-on-year [3] - Boeing's net order volume in Q2 was 455 aircraft, including high-value models like the 777X and 787 series [4] Production Capacity and Challenges - Boeing's current backlog includes nearly 6,000 aircraft valued at over $600 billion [6] - Boeing's 737 series production rate has reached 38 aircraft per month, with plans to increase to 42 pending regulatory approval [6] - Airbus aims to achieve a monthly production rate of 75 A320 aircraft by 2027, with ongoing production challenges affecting A350 and A220 projects [7] Market Environment - Recent agreements between the US and major economies, including the EU and China, have restored low or zero tariffs on aircraft manufacturing and parts, alleviating potential cost increases for airlines [8] - The aviation industry continues to face a complex operational environment, but recent tariff agreements are seen as a positive development for manufacturers [8]

报告显示，空客A320系列飞机项目持续提升产能，力争到2027年实现每月75架飞机的生产速率；A330项目目前稳定在每月4架飞机的生产速率。 空中客车首席执行官傅里表示，2025年上半年，公司的商业表现强劲。上半年的财务状况反映了防务与航天业务的转型进展，以及民机交付量同比有所下 降。空客的生产正按计划进行，但由于A320飞机项目持续面临发动机的供应问题，下半年的交付量占比将更多，还面临着复杂多变的运营环境。 北京商报讯(记者关子辰牛清妍)8月1日，空中客车(以下简称"空客")发布截至2025年上半年的合并财务业绩报告。 报告期内，其合并收入为296亿欧元，同比增长3%；合并调整后息税前利润为22.04亿欧元。 2025年上半年，空客共交付306架民用飞机，包括41架A220飞机、232架A320系列飞机、12架A330飞机和21架A350飞机。民用飞机共获得494架订单，其中 净订单402架。 B A A an a I+IC-FFDO (010) a 90 T -6 ...

Rising U.S. defense spending is set to benefit aerospace-defense firms focused on military aerospace, although persistent supply-chain issues may still pose challenges. Meanwhile, strong global air passenger growth — up 5% year over year and projected to rise 5.8% in 2025 — offers a solid boost to commercial aerospace players. Airlines’ demand for new jets and fleet upgrades amid record-high aircraft backlogs signals positive momentum for industry players despite elevated costs and procurement delays. The f ...

美国银行：将空客价格目标从229欧元上调至244欧元。 ...

Deliveries and Production - Airbus experienced some concerns regarding the number of deliveries in the most recent half, with 306 deliveries recorded [1] - Airbus has six aircraft "gliders" (fully finished but with engines missing), indicating production is mostly on track when including these [2] - Engine delays are impacting deliveries and contributing to negative free cash flow, but Airbus maintains its guidance expecting engine deliveries to normalize [3] - Airbus aims for a monthly production rate of 75 aircraft for the A320 family by 2027, the highest ever for a commercial aircraft [9] Engine Supply Chain Issues - Engine delays are primarily due to supply chain holdups rather than short-term issues [4] - CSM faced industrial difficulties and a seven-week strike, impacting engine deliveries to Airbus [5] - CSM is expected to return to normal delivery rates by the end of the year [5] Demand and Backlog - Airbus faces very high demand overall, exceeding its ability to supply [7] - Airbus has the biggest backlog in the industry, and it continues to grow [7] - Most customers are requesting an acceleration in delivery schedules [9] Trade and Tariffs - Airbus welcomes the agreement between the United States and the European Union regarding civil aviation tariffs [11] - Airbus hopes the agreement will be enforced as soon as possible, ideally within weeks rather than months, to return to normal operations [12]

Group 1 - The CEO of Airbus announced that the company has reached an agreement with engine manufacturers to support its aircraft delivery targets by the end of the year [1]

空客首席执行官：我们对关税仍持谨慎态度。 ...

Core Viewpoint - Airbus CEO has requested engine manufacturers to ensure that the number of A320 series aircraft waiting for engines is reduced to zero by the end of the year [1] Group 1 - The company is actively addressing supply chain issues related to engine availability for the A320 series [1] - The request to engine manufacturers indicates a strong commitment to improving production timelines and operational efficiency [1]