A comment from Delta shook Airbus stock this week.For the second day running, shares of Europe's Airbus (EADSY -1.94%) are declining. As of 11:40 a.m. ET Friday, the aerospace giant's stock is down 2.9%, bringing losses for the past two days past 6%. But why?Yesterday, Delta Air Lines (NYSE: DAL) told investors on its morning quarterly conference call that the airline intends to "minimize" any tariffs it might have to pay under President Donald Trump's on-again, off-again "reciprocal tariffs" initiative. Sa ...

Airbus Group (EADSY) shares soared 8.3% in the last trading session to close at $40.51. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 16.1% loss over the past four weeks.Airbus recently signed a preliminary agreement with Amazon to provide airlines with connectivity through Amazon’s upcoming Kuiper constellation of satellites. The announcement of this collaboration, which should enable airlines to enhance their connectivity opt ...

Group 1 - Boeing stock (NYSE: BA) is currently trading at $167.01, experiencing a 6.58% drop over the past week, with year-to-date (YTD) losses at 2.09% [1] - President Trump's upcoming tariffs could significantly impact Boeing's complex supply chain, contributing to the recent decline in stock price [1] - Despite current challenges, Wall Street maintains a bullish long-term outlook for Boeing, anticipating a recovery due to its position in a duopoly with Airbus [3][4] Group 2 - Airbus (OTCKMKTS: EADSY) stock is currently trading at $45.28, with a YTD increase of 13.65%, contrasting with Boeing's performance [5] - Airbus has a production facility in Mobile, Alabama, which provides it with some immunity to tariffs, contributing to its stock stability [9] - The European Union's defense spending has increased by 122% over the past decade, with plans to allocate around €800 billion ($863.04 billion) for defense over the next four years, potentially benefiting Airbus [10][11]

华夏时报（www.chinatimes.net.cn）记者 王潇雨 图卢兹报道 在航空业"脱碳"目标日益迫近的压力下，飞机制造商也开始加快对新一代商用飞机相关新技术以及研发方案的落 地。尽管目前尚有数千架规模的储备订单仍待交付，且已经在单通道干线客机市场占据了显著优势，但欧洲空中 客车公司（下称"空客"）依然以自我革命的姿态启动了以清洁能源为基础的新一代单通道飞机的研发计划。 押注氢动力 在3月底举行的2025空客峰会上，这家欧洲制造商概述了准备在本世纪30年代后半期投入使用的下一代单通道飞机 的潜在技术基础，并修订了与氢动力飞行相关的技术成熟路线图。 这实际上并不是空客第一次公布将使用氢动力作为新一代商用飞机的核心动力方案，早在2020年一项名为ZEROe 的氢动力系统飞机计划就已经推出，这一计划包括涡扇、涡桨、翼身融合以及全电动在内多种发展路线的新飞机 概念，ZEROe的核心创新之一是使用氢气燃料作为飞机的动力来源，这使得飞机在飞行过程中仅排放水蒸气，完 全消除了二氧化碳的排放。 按照此前发布的计划，ZEROe将在2028年左右正式启动，2035年左右投入运营。但不久前空客宣布该计划"因技术 发展速度低于 ...

Investment Rating - The report maintains an "Accumulate" investment rating for the defense and aerospace industry [2]. Core Insights - The domestic aviation industry is witnessing a significant ramp-up in production capacity, particularly for the C919 aircraft, with expected deliveries to reach 50 units in 2025, significantly surpassing 2024's figures [2][25]. - The C919's international market expansion is progressing, with the European Union Aviation Safety Agency (EASA) certification process underway, which is crucial for entering the European market [6][51]. - The report highlights the robust domestic demand for aircraft, predicting that China will become the largest aviation market globally by 2043, with an estimated 10,061 aircraft needed, valued at approximately $1.4 trillion [52][53]. Summary by Sections Domestic Aviation Industry Analysis - The C919 aircraft is set to enter a new phase of commercial operation, with significant orders from major airlines, totaling over 300 units in 2024 [21]. - The C919 has already commenced operations on 15 domestic routes, with nearly 8,000 flights conducted [22]. - A series of regional mobilization meetings have been held to enhance collaboration within the aviation supply chain, facilitating the C919's production scale-up [26][28]. International Aviation Market Analysis - Boeing and Airbus reported their 2024 performance, with Airbus consistently outperforming Boeing in both orders and deliveries over the past three years [7][8]. - The report notes that Boeing's commercial aircraft deliveries are expected to recover in 2025, while Airbus anticipates a 7% increase in deliveries [9]. Capital Market Situation - The report outlines the ongoing construction projects in Shanghai related to the C919, which are crucial for supporting its production capacity [31][32]. - The establishment of a comprehensive supply chain around the C919 in Shanghai is highlighted, with significant investments and projects aimed at enhancing production capabilities [30][29].

Airbus SE (EADSY) secured a contract to provide logistics support and engineering services for the UH-72 Lakota helicopter. The award has been offered by the Army Contracting Command, Redstone Arsenal, AL.Valued at $315 million, the contract is expected to be completed by Dec. 31, 2025. The majority of the work related to this deal will be carried out in Grand Prairie, TX.EADSY’s Expertise in Military Helicopters As nations are upgrading their defense capabilities, expenditures on cutting-edge defense equip ...

证券时报网讯，高盛分析师Victor Allard维持对空中客车股票的买入评级，目标价为179欧元。 空中客车公司是欧洲最大、全球第二大的航空航天和国防工业公司。 该公司主要业务包括商用飞机（占71.8%的净销售额）、国防和航空航天系统（占17.4%）以及民用和 军用直升机（占10.8%）。 校对：廖胜超 ...

Airbus SE (EADSY) recently announced that it has successfully shipped the first of up to 82 H145M helicopters to Germany within a year of signing the contract. The duties of the multi-role military helicopter include light assault, special forces operations, reconnaissance and training.EADSY’s Deal With German Armed Forces In December 2023, the Bundeswehr (German Armed Forces) and Airbus Helicopters inked a contract to acquire up to 82 multi-role H145M helicopters (62 firm orders plus 20 options), the large ...

Airbus SE Nine Months 2024 Earnings Conference Call Summary Company Overview - **Company**: Airbus SE - **Date of Call**: October 30, 2024 - **Participants**: Guillaume Faury (CEO), Thomas Toepfer (CFO), Helene Le Gorgeu (Head of Investor Relations) Key Points Industry Context - The aerospace industry is facing a complex and fast-changing environment due to geopolitical uncertainties and supply chain challenges [9][10] - Airbus is focused on ramping up production in commercial aircraft and transforming its Defense and Space divisions [9] Leadership Changes - The Board of Directors proposed the renewal of Guillaume Faury's mandate as CEO at the next AGM [6] - Lars Wagner, CEO of MTU Aero Engines, will join Airbus in 2026 to succeed Christian Scherer as CEO of Commercial Aircraft [7][8] Financial Performance - **Revenue**: €44.5 billion, up 5% year-on-year, driven by commercial aircraft deliveries and Air Power business [24] - **EBIT Adjusted**: Decreased to €2.8 billion from €3.6 billion year-on-year, impacted by charges in the space business [26] - **Free Cash Flow**: Negative €4.8 billion, reflecting inventory buildup for Q4 deliveries [12] - **Net Income**: €1.8 billion, with earnings per share of €2.29 [32] Commercial Aircraft - Delivered 497 commercial aircraft year-to-date, compared to 488 last year [11] - Strong demand with 667 gross orders booked, including 457 for the A320 family [13] - Backlog for the A320 family stands at 7,253 aircraft, with over two-thirds for the A321 [13] Defense and Space - Order intake for Defense and Space reached €11 billion, with €4.5 billion in Q3 [17] - The space business is undergoing a transformation due to competitive pressures and the need for consolidation [19][21] Challenges and Risks - The company is facing challenges in the supply chain, particularly with engines from Pratt & Whitney and CFM [80][81] - Inflation is expected to have a negative effect of a couple of hundred million euros in 2024 [72] - The ongoing Boeing strike may indirectly impact Airbus suppliers [82] Future Guidance - Airbus targets around 770 commercial aircraft deliveries in 2024, with EBIT adjusted of around €5.5 billion and free cash flow before customer financing of around €3.5 billion [48] - The company is focused on operational efficiency and prioritizing activities that drive performance [50] Additional Insights - Airbus is implementing a lead initiative to refocus on ramp-up and operational efficiency, counterbalancing negatives such as high staffing levels and inflation [60] - The company is exploring ways to strengthen the European space sector and improve competitiveness [21][63] Conclusion - Airbus remains committed to its priorities in commercial aircraft ramp-up and Defense and Space transformation, while navigating a challenging operating environment [49]

Second question, does that mean that our EBIT should grow over proportionately? I would clearly say, yes, there's two factors. One is that if we grow our output, the fixed cost absorption, of course, will increase. And as I said, you also told you also earlier, once we have achieved a stable production rate, the second factor is that we will be able to drive out what I would call acceleration cost that we're currently still having. So, I would say there's at least two factors that speak for an EBIT increase ...