Airbus SE - Airbus SE is under pressure to meet its 2025 delivery target of approximately 820 aircraft, having delivered 507 jets by September, requiring 313 additional deliveries in the last quarter [2][7] - The company faces challenges due to supply chain disruptions, particularly in engine supply from manufacturers like CFM International and Pratt & Whitney, leading to a backlog of undelivered aircraft [2][7] - Despite these challenges, Airbus executives express cautious optimism about achieving the target, citing signs of recovery in engine supply [3] - Airbus reported robust third-quarter earnings, driven by strong performance in its defense and space unit [3] - The company secured a significant order for 100 A321neo aircraft from Vietjet Air, indicating strong global demand for fuel-efficient jets [3] - Airbus is advancing plans to consolidate its space business with rivals Thales and Leonardo to enhance competitiveness [3] Dorad Energy Ltd. - Dorad Energy Ltd., an indirect holding of Ellomay Capital Ltd., reported a loss for the three months ended June 30, 2025, primarily due to an increase of approximately NIS 72.7 million in financing expenses [5] - The surge in financing expenses was largely attributed to NIS/USD exchange rate differences affecting USD-denominated deposits [5] - Dorad's revenues in June 2025 decreased by approximately 22% compared to the same month in the previous year, influenced by ongoing military operations [5] - As of July 22, 2025, Ellomay Luzon Energy increased its indirect share in Dorad to approximately 16.9% by acquiring an additional 15% of Dorad's share capital [5]

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 SE ( OTCPK:EADSF ) ( OTCPK:EADSY ) is not having a smooth year. While the airplane manufacturer will be ending the year once again as the world’s largest manufacturer, it is facing delays on AirbusDhierin-Perkash Bechai is an aerospace, defe ...

Core Insights - Airbus SE is experiencing a challenging year despite being the world's largest aircraft manufacturer, facing delays in production [1] Company Overview - Airbus SE is positioned as the leading manufacturer in the aerospace industry, but it is currently dealing with operational setbacks that may impact its performance [1] Analyst Background - The analysis is provided by an experienced aerospace, defense, and airline analyst with a background in aerospace engineering, focusing on investment opportunities within the industry [1]

The new Airbus A320 airliner sits on the tarmac, 22 February 1987, during his first test flight, in Toulouse, becoming the first aircraft to fly with digital computer-driven fly-by-wire controls and side-stick controllers. The Airbus A320 airliner, a significant sales success and a technological trailblazer, is one of the most produced airliner in the world. (Photo credit should read JEAN-PIERRE MULLER/AFP via Getty Images)AFP via Getty ImagesApproximately 6,000 Airbus aircraft will be grounded to undergo a ...

Core Insights - Airbus has initiated immediate repairs for 6,000 A320 jets, which represents over half of the global fleet, indicating a significant operational challenge during a peak travel period [1] Group 1: Company Impact - The recall affects a substantial portion of Airbus's A320 fleet, which is widely used in commercial aviation, potentially disrupting airline operations and schedules [1] - This action may lead to increased costs for airlines that operate A320 jets, as they will need to adjust their flight plans and possibly incur additional expenses for alternative aircraft [1] Group 2: Industry Implications - The timing of the recall coincides with one of the busiest travel weekends, which could exacerbate travel disruptions and impact customer satisfaction across the airline industry [1] - The extensive nature of the recall may prompt other manufacturers to review their aircraft safety protocols and maintenance practices, potentially leading to broader industry changes [1]

Core Insights - Airbus is preparing for a nine-month flight test campaign for the A350 freighter, aiming to have the first aircraft operational by the end of 2027 [1] Group 1: Market Position and Orders - Airbus has 82 firm orders for the A350 freighter from 13 airlines and leasing companies, while Boeing has over 50 orders for its next-generation 777-8 freighter [2] - The company forecasts a 3.3% compounded annual growth rate in shipping demand, leading to a 45% increase in the global fleet of dedicated freighter aircraft to 3,420 units by 2043 [3] Group 2: Aircraft Specifications and Production Plans - The new freighter aircraft will consist of 1,120 small aircraft, 855 mid-size widebodies, and 630 large widebodies, with 1,670 being conversions from passenger aircraft and 935 being production freighters [4] - Production plans include two test aircraft, with the first focusing on flight behavior and the second on systems testing [5][8] Group 3: Certification and Testing - Flight testing will involve approximately 400 hours, as the freighter only requires an upgrade certification from the A350-1000 variant, with unchanged Rolls-Royce Trent engines [6] - Certification processes have become more stringent, prompting Airbus to start preparations a year earlier than initially planned [7]

Core Insights - Emirates, based in Dubai, will undertake maintenance, repair, and overhaul for the Trent 900 engines on its A380 aircraft starting in 2027, following a memorandum of understanding with Rolls-Royce [1] Company Summary - Emirates has secured a long-term agreement with Rolls-Royce for the maintenance of Trent 900 engines, indicating a strategic partnership aimed at enhancing operational efficiency and reliability for its A380 fleet [1] Industry Summary - The agreement highlights the growing importance of maintenance, repair, and overhaul (MRO) services in the aviation industry, particularly for large aircraft like the A380, as airlines seek to optimize performance and reduce downtime [1]

Core Insights - Emirates has placed a significant order for 65 Boeing 777-9 aircraft, valued at $38 billion, increasing its total order with Boeing to 315 widebody jets [3] - The airline's president, Tim Clark, expressed confidence in Boeing's ability to recover and restore its reputation, despite ongoing production and certification challenges [2][8] - Emirates is actively pressuring Boeing to meet delivery timelines, particularly as delays have impacted the airline's operations and capacity [4][5] Company Performance - Boeing is facing prolonged delays in its 777X program due to certification and production issues, which have also affected other aircraft models like the 737 [4] - The company has been under scrutiny following several fatal crashes, leading to increased focus on operational safety and quality control [10][11] - Emirates has invested billions retrofitting older aircraft to address capacity gaps caused by Boeing's delivery delays [6] Industry Context - Other airlines, such as Ryanair, have also been affected by Boeing's delivery postponements, indicating a broader impact on the aviation industry [7] - The aviation sector is closely monitoring Boeing's recovery efforts, with expectations that the company can regain its status as a leader in aeronautical engineering [8][11] - Emirates' substantial order reflects a belief in Boeing's potential for turnaround, despite the current challenges faced by the manufacturer [12][13]

Core Insights - Gulf Air has signed an agreement with Boeing to purchase between 12 to 15 Boeing 787 Dreamliner aircraft at the Dubai Airshow [1] Company Summary - Gulf Air is expanding its fleet by acquiring new Boeing 787 Dreamliner aircraft, indicating a strategic move to enhance its operational capabilities [1] - The agreement was formalized during the Dubai Airshow, highlighting the significance of the event in the aviation industry [1] Industry Summary - The deal reflects ongoing demand for modern aircraft in the aviation sector, particularly for fuel-efficient models like the Boeing 787 Dreamliner [1] - The purchase aligns with trends in the airline industry focusing on fleet modernization and sustainability [1]

Core Insights - Boeing Distribution has launched a new unified ecommerce platform, marking a significant milestone in its modernization and integration efforts [1][2] - The new platform aims to simplify customer and supplier interactions, enhancing the overall customer experience and operational efficiency [2][3] Summary by Sections Platform Launch - The new ecommerce website consolidates Boeing Distribution's product and service offerings into a single digital platform, facilitating easier transactions and connections for customers and suppliers [1][2] Operational Enhancements - Boeing Distribution has implemented several initiatives over the past year, including improved AOG (Aircraft on Ground) access for quicker response times and a new enterprise resource planning system to unify data and enhance service efficiency [2][3] Strategic Vision - The company aims to simplify distribution services and maximize customer performance, positioning itself as the preferred choice in the global distribution marketplace [3][4] - Investments in the new ecommerce platform and system enhancements are seen as crucial steps towards achieving this vision and supporting future growth [3][4] Features of the New Platform - The ecommerce website provides visibility of Boeing's full product catalog and services for various aviation sectors, smart AI-powered search capabilities, real-time inventory visibility, and a mobile-friendly design for easy access [6]