Core Viewpoint - Airbus is facing significant challenges due to a software recall affecting approximately 6,000 A320 family jets and a quality issue with metal panels, leading to a notable decline in share prices and a reduction in delivery targets for 2025 [1][2][5]. Group 1: Quality Issues and Software Recall - Airbus identified a quality issue with metal panels on some A320 aircraft, affecting up to 628 planes, with over 100 already delivered to airlines [6][7]. - The software recall was initiated after a JetBlue A320 experienced a malfunction, resulting in an emergency airworthiness directive from Europe's aviation safety agency [3][4]. - Airbus stated that the quality issue was not a safety concern, but inspections are being conducted on all potentially affected aircraft [7]. Group 2: Financial Impact and Market Reaction - Following the news of the quality issue, Airbus shares dropped as much as 11%, marking the largest decline since April, although they recovered slightly with a 4% increase on Wednesday [1][2]. - The company has reduced its 2025 delivery target from 820 to 790 aircraft, which has somewhat reassured investors despite the overall share price being down about 8% over the past month [2][8]. - Airbus is set to report November's delivery figures soon, and despite recent challenges, its share price is still up nearly 24% for the year [9]. Group 3: Competitive Landscape - The A320 has become the most popular commercial airliner, surpassing the Boeing 737 this year, amid safety concerns surrounding Boeing [9]. - Boeing's stock has shown positive momentum, with an 8% increase following announcements of expected delivery increases next year, indicating a competitive recovery [10].

Key Points Software problems and quality control issues have dragged down Airbus stock lately. New guidance for 2025 deliveries, earnings, and free cash flow are reassuring investors today. 10 stocks we like better than Airbus SE › After three days of steadily falling stock prices, shares of European plane-maker Airbus SE (OTC: EADSY) finally turned around this morning and headed higher. As of 10:40 a.m. ET, the aerospace giant's shares are up 4.3%. There's no obvious reason why. Image source: Ge ...

Core Insights - The article does not provide specific insights or data regarding any company or industry, focusing instead on general information about the publication itself [1]. Company and Industry Summary - No relevant company or industry information is available in the provided content [1].

航空航天制造商空中客车公司（Airbus，股票代码：AIR.PA、EADSY）表示，受部分 A320 系列飞机机 身壁板问题影响，该公司今年的飞机交付量将低于原计划。 这家欧洲企业周三称，"鉴于近期机身壁板供应商出现质量问题，影响了 A320 系列飞机的交付流程"， 其 2025 年商用飞机交付目标调整为约 790 架。 空客表示，此前的交付目标约为 820 架；此次下调预期是因为问题发生在年末 —— 这一时期传统上是 交付业务的高峰期。 航空航天制造商空中客车公司（Airbus，股票代码：AIR.PA、EADSY）表示，受部分 A320 系列飞机机 身壁板问题影响，该公司今年的飞机交付量将低于原计划。 这家欧洲企业周三称，"鉴于近期机身壁板供应商出现质量问题，影响了 A320 系列飞机的交付流程"， 其 2025 年商用飞机交付目标调整为约 790 架。 空客表示，此前的交付目标约为 820 架；此次下调预期是因为问题发生在年末 —— 这一时期传统上是 交付业务的高峰期。 该公司指出，此次问题仅影响单通道 A320 系列飞机上 "数量有限" 的金属壁板，目前问题已得到控 制，新生产的壁板均符合所有要求。 空 ...

（文章来源：每日经济新闻） 每经AI快讯，12月3日，空中客车欧股加速上涨，现涨2.4%。 ...

Core Viewpoint - Airbus has reduced its commercial aircraft delivery target for 2025 to approximately 790 aircraft due to a supplier quality issue affecting the fuselage panels of its A320 line [1] Summary by Category Company - Airbus's new delivery target for 2025 is around 790 aircraft, which indicates a significant adjustment from previous expectations [1] Industry - The reduction in delivery targets is attributed to quality issues with suppliers, specifically concerning fuselage panels that are critical for the A320 aircraft line [1]

Core Point - The quality issue with metal panels on hundreds of A320 jets represents a significant setback for the company as it faces ongoing supply-chain challenges [1] Group 1 - The company is dealing with a major quality issue related to metal panels on its A320 aircraft [1] - This problem affects hundreds of jets, indicating a widespread impact on the fleet [1] - The quality concerns come at a time when the company is already struggling with supply-chain hurdles [1]

Core Insights - Airbus engineers have identified defects in a broader range of A320 fuselage panels, which is impacting the company's delivery schedules [1] Group 1 - The company is preparing to inspect hundreds of jets for a flaw that is affecting deliveries [1] - The chief executive of Airbus has indicated that these defects are detrimental to the company's delivery performance [1]

"空客公司证实，已发现供应商存在质量问题，（该问题）影响到少量A320金属面板。"该公司一名发 言人对法新社称，"问题根源已查明并得到控制，所有新生产的面板均符合所有要求。" 近期，空客麻烦不断。当地时间11月28日，空中客车公司一名发言人表示，约6000架空客A320飞机需 要紧急更换一种易受太阳辐射影响的飞行控制软件。此前，10月底美国捷蓝航空的一架飞机发生一起事 故，促使空客采取行动。空客表示，在对该技术事故进行分析后，于11月28日通知所有使用该软件的客 户"立即停止飞行"。 此次行动被外界称为"空客55年史上影响最大的全面召回之一"，预计将波及全球一半以上的A320机 队，并对即将到来的美国年末出行高峰造成冲击，引发全球航班运营混乱。分析结果显示，"强烈的太 阳辐射可能会损坏飞行控制所需的关键数据"。这一结论已由空客方面确认。 当地时间12月1日，空客在法国巴黎上市的股票一度下跌超过10%，创下自2020年3月以来的最大单日跌 幅。消息面上，据环球网援引法新社最新消息，欧洲飞机制造商空客公司证实，该公司A320系列飞机 面板存在"质量问题"，但该问题已得到"控制"。 当天早些时候，据路透社报道，多名 ...

Airbus is assessing the impact on year-end deliveries of a newly discovered fuselage quality issue on some of its A320 jets after it led to "weak" November handovers, CEO Guillaume Faury told Reuters ... ...