空中 客车CEO：预计机身 面板问题所带来的持续影响将得到控制，并将在2026年上半年逐步消除。 ...

Group 1 - Airbus supports a "two-fighter solution" for the FCAS fighter program if requested by governments [1] - The comments were made by Airbus CEO Guillaume Faury during a results presentation [1] - The support comes amid a dispute between Airbus and French partner Dassault Aviation over leadership of the core warplane component [1]

Market Overview - European stocks are expected to open in mixed territory with the U.K.'s FTSE index projected to rise by 0.15%, while Germany's DAX is expected to decline by 0.25%, France's CAC 40 by 0.15%, and Italy's FTSE MIB slightly below the flatline [1] - Global market sentiment is being influenced by U.S. stock futures trading near the flatline after a positive session, driven by gains in technology stocks and strength in financials and energy sectors [3] Earnings Reports - A busy day of earnings is anticipated with companies such as Nestle, Rio Tinto, and Zurich Insurance reporting their results [2] - Airbus expects to deliver 870 commercial aircraft in 2026, which is slightly below the analysts' expectation of approximately 880 [2] Oil Market - Oil prices increased by over 4% following comments from U.S. Vice President JD Vance regarding Iran's nuclear talks, indicating potential military action if diplomatic efforts fail [4] Regional Market Activity - In Asia-Pacific markets, stocks traded higher as several exchanges returned from the Lunar New Year holiday [4]

Core Viewpoint - Airbus is facing increased pressure as it expects to deliver 870 commercial aircraft in 2026, slightly below analyst expectations of 880, amid signs of recovery from rival Boeing [1][2]. Group 1: Airbus Performance - Airbus delivered 793 commercial aircraft in the previous year, exceeding its target of 790, despite having previously cut its goal from 820 due to supplier quality issues affecting A320 family deliveries [3]. - In the fourth quarter, Airbus reported adjusted EBIT of 2.98 billion euros, aligning with estimates, while revenues were 25.98 billion euros, slightly below the expected 26.5 billion euros [14]. - For the full year, Airbus achieved EBIT of 7.13 billion euros on revenues of 73.4 billion euros, and it anticipates adjusted EBIT of around 7.5 billion euros and free cash flow of about 4.5 billion euros in 2026 [15]. Group 2: Competitive Landscape - Boeing is showing signs of recovery, having delivered 46 aircraft and booked 103 net orders in January 2026, while Airbus reported only 19 deliveries and 49 net orders during the same period [11][12]. - The sentiment around Airbus has become more negative since the beginning of the year, with UBS analysts adjusting their delivery model for Airbus from 905 to 880 aircraft for 2026, while noting potential upside risks for Q4 results [2]. - Analysts from Barclays described Airbus's recent disruptions as a "temporary execution setback," maintaining that the long-term growth trajectory remains intact [6].

Core Viewpoint - Airbus has adjusted its jet production targets downward due to significant engine supply shortages from Pratt & Whitney, impacting its production goals and financial guidance for the upcoming years [1]. Group 1: Production Targets - Airbus now aims for a narrowbody output rate of 70 to 75 jets per month by the end of next year, stabilizing at 75 per month beyond 2027, down from a previous target of 75 jets per month in 2027 [1]. - The company has been in discussions with Pratt & Whitney regarding engine supply volumes for 2026 and 2027, which are typically agreed upon 18 months in advance [1]. Group 2: Financial Performance - In the fourth quarter, Airbus reported an adjusted operating profit of €2.98 billion, reflecting a 17% increase, while revenue rose by 5% to €25.98 billion [1]. - Analysts had anticipated a profit of €2.87 billion on revenues of €26.51 billion, indicating that Airbus exceeded expectations [1]. - For 2026, Airbus forecasts 870 jet deliveries, an increase from 793 in the previous year, with an adjusted operating profit projected at around €7.5 billion [1].

Airbus said the lack of reliable engine supplies for its A320 family of jets is holding back production and aircraft deliveries https://t.co/kz2VYuYxDr ...

Group 1 - JetBlue flight experienced an engine failure during takeoff, leading to a return to Newark Liberty International Airport [1] - Passengers and crew evacuated the Airbus A320 via slides after smoke was reported in the cockpit, with no injuries reported [1] - The Federal Aviation Administration (FAA) has paused some arrivals to the airport and will conduct an investigation into the incident [1]

Market Performance - European stocks closed positively, with the pan-European Stoxx 600 up by 1.19%, the UK's FTSE 100 climbing 1.23%, Germany's DAX gaining 1.12%, and France's CAC 40 ending 0.81% higher [1][3]. - Defense stocks rose due to an agreement between India and France to strengthen defense and aerospace ties [2]. - Mining and banking sectors also saw significant gains, with notable performances from companies like Antofagasta, which soared nearly 11% [4]. Company Updates - BAE Systems reported a better-than-expected 12% rise in full-year operating profit, leading to a 4% increase in its shares [4]. - In Germany, Rheinmetall climbed more than 5%, and Heidelberg Materials gained about 4.3% [5]. - Bayer's shares fell over 7% due to a proposed $10.5 billion settlement related to litigation over its Roundup weedkiller [6]. Sector Performance - In the UK market, mining companies such as Fresnillo, Anglo American Plc, and Glencore gained between 4.25% and 4.8% [4]. - In France, companies like Thales, ArcelorMittal, and STMicroelectronics saw gains of 2%-5% [7]. - Notable declines were observed in food retailer Carrefour, which slid more than 5% after reporting a decline in operating profit [8]. Economic Indicators - France's inflation eased to the lowest in five years, with the consumer price index rising only 0.3% year-on-year in January [9]. - The EU harmonized inflation softened to 0.4% from 0.7% in December, marking the weakest rate since December 2020 [10]. - In the UK, the consumer price index posted an annual increase of 3% in January, the lowest since March 2025 [12].

Core Viewpoint - Boeing's stock remains stable as investors assess the implications of the FTC's consent order regarding its acquisition of Spirit AeroSystems and Air Astana's recent order for 15 Boeing 787-9 Dreamliners [1] Group 1: FTC Consent Order - The Federal Trade Commission (FTC) has finalized conditions for Boeing's acquisition of Spirit AeroSystems, addressing antitrust concerns [1][2] - The order requires Boeing to divest certain Spirit operations while ensuring support services for competing aerospace manufacturers [3] - The FTC's ruling aims to prevent restrictions on Airbus's access to critical aerostructure components and to maintain fair pricing and innovation in the aviation supply chain [4] Group 2: Air Astana Order - Air Astana has finalized an order for up to 15 Boeing 787-9 Dreamliners, marking its largest single aircraft purchase to modernize its fleet [5] - This order, initially disclosed as a commitment in November 2025, will increase Air Astana's Dreamliner fleet to as many as 18 aircraft to support long-haul growth [5] Group 3: Stock Performance - Boeing shares were down 0.71% at $242.31, nearing a 52-week high of $254.34 [6]

About a month into his tenure as Qatar Airways Group’s chief executive, Hamad Al-Khater made certain his first overseas trip took him to the French headquarters of planemaker Airbus https://t.co/gajwEbTTea ...