Group 1 - The aerospace and defense sectors have gained popularity over the past year, driven by a bullish market outlook [1] - There is an expectation of improving build rates from original equipment manufacturers (OEMs) such as Airbus and Boeing [1] - Strong ongoing aftermarket demand is contributing to the positive sentiment in the industry [1]

知情人士说，当时达索明确要求项目主导权，希望将空客定义为"分包商"，并要求由法国军备采购部门 而非一家更具国际性的委员会来监督项目。法德双方原定2025年底前解决争端，但马克龙与默茨今年1 月6日在法国巴黎会谈后，这一最后期限被推迟至2月底。 知情人士称，法德当下对项目的态度有"温差"。欧洲第六代战机"一开始就是个政治项目"，问题在 于"是否有足够政治意愿继续推进"，"法国有，但德国没有"。 空客防务与航天公司首席执行官米夏埃尔·舍尔霍恩29日说，该公司已决定放弃与达索共同研制战机， 称达索的想法与空客"完全不同，不适合欧洲合作项目，因此我们分道扬镳为好"。空客当天也发表声明 说，该公司希望在项目中"发挥主导作用，等待伙伴国家对前进道路的指导"。 "未来空中作战系统"项目于2017年启动，总预算1000亿欧元，计划由法国、德国、西班牙联合研制，以 取代法国"阵风"战机和英国、德国、意大利与西班牙联合研制的"台风"战机。 据报道，达索与空客在战机设计与制造问题上长期争执。项目原定由达索牵头、空客为合作伙伴，但两 家企业后续不同意作此安排，特别是空客反对达索就供应商等关键问题掌握决策权。一名法国政府官员 1月早些 ...

Airbus is poised to start offering airlines and leasing firms a larger version of its A220 regional jet with a view to launching development later this year, industry sources said. ...

Core Viewpoint - Airbus anticipates that airlines in India will operate 2,250 commercial jets over the next decade, fueled by strong economic growth, a growing middle class, and an increase in first-time flyers [1] Group 1: Market Growth - The Indian airline market is expected to see significant expansion, with the projected number of commercial jets indicating robust demand [1] - Economic resilience in India is a key driver for this growth, suggesting a favorable environment for airline operations [1] Group 2: Demographic Factors - The expanding middle class in India is contributing to increased air travel, which is essential for the growth of the aviation sector [1] - A surge in first-time flyers is also expected to boost demand for commercial jets, highlighting a shift in consumer behavior towards air travel [1]

Core Viewpoint - Delta Air Lines has placed an order for 31 additional aircraft from Airbus to accelerate its fleet modernization and expansion efforts [1][2]. Group 1: Aircraft Order Details - The order consists of 16 wide-body A330-900 aircraft and 15 A350-900 aircraft, increasing Delta's wide-body fleet to 55 A330neo and 79 A350 [1]. - Financial details of the transaction have not been disclosed by either company [1]. Group 2: Strategic Intent - Delta's CEO, Ed Bastian, stated that these aircraft will enhance the company's capabilities and improve high-end services as it expands its international business and prepares for a growing long-haul market [2]. - Deliveries of the new aircraft are expected to begin in 2029 [2].

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Airbus ( EADSF ) ( EADSY ) has been the world’s biggest jet maker for several years, as Boeing ( BA ) has been struggling with increasing production while maintaining product quality. However, we also see that Airbus has been having issues meetingD ...

Core Insights - The new CEO of Airbus' jet-making division has committed to increasing production, particularly of the A350 wide-body jet, and supports the idea of a larger version of the regional A220 [1] Group 1 - The focus on increasing production indicates a strategic shift towards meeting growing demand in the aviation market [1] - The emphasis on the A350 suggests that Airbus is prioritizing its wide-body segment, which may enhance its competitive position against rivals [1] - Supporting a larger version of the A220 reflects Airbus' intention to expand its regional aircraft offerings, potentially capturing a broader market share [1]

The head of Airbus has warned staff that the plane maker must be ready to adapt to unsettling new geopolitical risks after facing “significant” logistical and financial damage from US protectionism and US-China trade tensions last year.“The beginning of 2026 is marked by an unprecedented number of crises and by unsettling geopolitical developments. We should proceed in a spirit of solidarity and self-reliance,” CEO Guillaume Faury said in an internal letter seen by Reuters.“The industrial landscape in which ...

Core Insights - The head of Airbus has indicated the necessity for the company to adapt to new geopolitical risks, highlighting the impact of U.S. protectionism on its operations [1] Group 1: Geopolitical Risks - Airbus is facing "significant" logistical and financial damage due to U.S. protectionism, which necessitates a strategic shift in response to these geopolitical challenges [1]

格隆汇1月25日｜空客集团首席执行官Guillaume Faury近日向员工发出警告，称由于去年受到美国保护 主义及全球贸易紧张局势带来的"重大"物流和财务损失，公司必须准备好应对令人不安的新地缘政治风 险。Faury在路透社获取的一封内部信函中表示："2026年伊始，以前所未有的多重危机和动荡的地缘政 治局势为特征。我们应当本着团结和自力更生的精神继续前行。"他指出："我们所处的工业环境困难重 重，大国之间的对抗更是加剧了这一局面。"福里在信中并未具体指明地缘政治事件，但这封信函是在 上周分发的，当时华盛顿与其盟友在格陵兰岛问题及北约角色上正处于分歧不断的背景之下。空客是欧 洲主要的防务供应商。他表示，多重贸易压力已经"在物流和财务上造成了重大的次生损害"。 ...