Core Insights - Airbus SE has secured an order from the NATO Support and Procurement Agency for two A330 Multi Role Tanker Transport (MRTT) aircraft, increasing the Multinational MRTT Fleet to 12 aircraft, with deliveries scheduled for 2028 and 2029 [1][8] - The defense business segment of Airbus is expected to see revenue growth, having already registered an 11% increase in Q1 2025 [1] Group 1: Airbus A330 MRTT Overview - The A330 MRTT is designed for air-to-air refueling, strategic airlift, and medical evacuation, with a fuel capacity of up to 111 tons, making it suitable for long-range missions [4] - The aircraft has been selected by 15 nations, including Australia, Canada, and France, and commands 90% of the new-generation tanker market outside the United States, with 84 aircraft ordered by 17 customers [4][8] Group 2: Market Trends and Growth Potential - Increased defense spending and geopolitical tensions, particularly in the Middle East, are driving demand for long-range combat missions, highlighting the importance of tanker aircraft [2] - The tanker aircraft market is projected to grow at a CAGR of 6.4% from 2025 to 2030, presenting growth opportunities for Airbus [3] Group 3: Competitors in the Defense Sector - Boeing's KC-46 Pegasus is a multirole tanker capable of refueling all U.S. allied military aircraft, with a long-term earnings growth rate of 18.1% and a projected 25.6% sales improvement for 2025 [5][6] - Lockheed Martin's KC-130J offers aerial refueling support with a long-term earnings growth rate of 10.5% and a 4.7% sales improvement forecast for 2025 [6][7] - Embraer's C-390 Millennium is a tactical multi-mission tanker with a strong earnings surprise history of 150.60% over the last four quarters and a projected 15.4% sales improvement for 2025 [7][9] Group 4: Stock Performance - Over the past six months, Airbus shares have increased by 23.2%, outperforming the industry growth of 16.1% [10]