2月3日， 2026年新加坡航展开幕，国产商用飞机C919和C909飞机参展。 航展期间，C919飞机、C909医疗机与印尼翎亚航空C909飞 机共同亮相静态展示区，C919飞机进行飞行表演。 C919飞机载客158~192座，航程4075~5555公里，其先进的驾驶舱设计为飞行员带来良好的飞行体验，较低的噪声水平和清新的空气质 量为旅客带来舒适的乘坐感受。C909飞机载客78~97座，航程2225~3700公里，具有良好的短窄跑道、高温、高原等机场起降性能和抗侧 风能力。目前，两型飞机共交付200余架，累计开通800余条航线，运送旅客超3600万人次。 亚马逊官宣裁撤1.6万个职位 据介绍，本次航展上， 山西成功通航与中国商飞公司签署6架C909灭火机订单，其中3架为确认订单，3架为意向订单。 C909灭火机具备 在多种地形条件下执行灭火任务的能力，舱内设有水箱区和乘员区，水箱最大载重10吨，可装载水、灭火剂和灭火袋，同时装配19个座 椅，能兼顾人员应急通勤需求。2025年12月，C909灭火机获得中国民航局适航批准。 来源：央视新闻客户端 记者：崔霞 陶嘉树 关注" 新华网财经 "视频号 更多财经资讯等你 ...

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 Insights - Boeing is showing signs of recovery after years of safety crises, production delays, and quality defects, with positive free cash flow reported in Q4 2025 and net orders for 1,173 planes [1][2] Production and Deliveries - Boeing delivered 600 planes in 2025, the highest since 2018, but still lagging behind Airbus, which delivered 793 planes [2] - The Federal Aviation Administration (FAA) has allowed Boeing to increase 737 Max production from 38 to 42 planes per month, with plans for a fourth production line [11][12] Financial Performance - Boeing's stock has increased over 40% in the last 12 months, indicating investor optimism [3] - The company has a backlog of $600 billion, highlighting strong demand for its aircraft [10] Cultural and Leadership Changes - Under CEO Kelly Orcberg, Boeing is making progress in improving its corporate culture and operational transparency, which has been positively noted by airline customers [6][9] - The acquisition of Spirit Aerosystems is aimed at regaining control over the supply chain, which is crucial for production efficiency [7] Market Competition - Boeing faces significant competition from Airbus, particularly in the narrow-body aircraft market, where Airbus has a strong advantage with the A321 Neo [15][16][17] - The certification delay of the 777X has resulted in a nearly $5 billion charge, indicating ongoing challenges in the widebody market [19] Future Outlook - Analysts suggest that Boeing needs to develop a new aircraft to compete effectively with Airbus in the narrow-body segment and regain market share [21][22]

Plane deliveries have powered Boeing’s uneven recovery since 2024. - David Ryder/Bloomberg News Stepped-up production and deliveries of commercial jets helped fuel improvements in Boeing’s business in the latest quarter. Sales surged 57% to $23.95 billion as commercial aircraft deliveries hit their highest point since 2018. The aerospace and defense company’s overall order backlog hit a record $682 billion. Most Read from The Wall Street Journal Boeing swung to a fourth-quarter profit of $8.22 billio ...

Core Insights - Airbus SE has delivered its first A350-1000 aircraft to STARLUX Airlines, expanding the airline's long-haul fleet [1][10] - The A350-1000 is designed for modern aviation, accommodating 375-400 passengers and offering a 25% reduction in fuel burn and CO2 emissions compared to older aircraft [3][10] - Airbus forecasts a demand for 43,420 new aircraft deliveries over the next 20 years, indicating strong long-term revenue growth potential for the company [6] Company Developments - STARLUX Airlines currently operates a fleet of 10 A350-900s and has placed an order for 10 A350F freighters to enhance its cargo network [2] - The A350-1000 can fly non-stop for up to 9,000 nautical miles (16,700 km), making it suitable for various route lengths [3][10] - As of November 2025, Airbus has delivered 657 commercial aircraft and has nearly 1,500 orders for its A350 Family, reflecting solid demand [7][10] Industry Trends - Rising air passenger traffic and demand for fuel-efficient aircraft are driving growth in the commercial aviation market [5] - Other aerospace companies, such as Embraer and Boeing, are also positioned to benefit from increasing aircraft demand, with Embraer delivering 20 new jets in Q3 2025 and Boeing delivering 160 [8][9] - Boeing has a long-term earnings growth rate of 31.33%, while Embraer has a growth rate of 14.32%, indicating positive industry dynamics [9][11] Stock Performance - Airbus shares have increased by 17% over the past six months, slightly outperforming the industry growth of 16.9% [12] - Airbus currently holds a Zacks Rank of 3 (Hold), while Curtiss-Wright Corp. is rated 2 (Buy), suggesting varying investment opportunities within the aerospace sector [13]

Core Insights - Airbus SE has secured a firm order from China Aircraft Leasing Group Holdings Limited for 30 A320neo aircraft, marking CALC's fifth order with Airbus and increasing its total orders to 282, including 203 from the A320neo family [1][10] Group 1: Aircraft Specifications and Demand - The A320neo is a highly popular single-aisle aircraft, accommodating up to 194 passengers and offering up to 20% lower fuel consumption and CO2 emissions compared to earlier models, with a range of 3,400 nautical miles [2][10] - The aircraft can operate with up to 50% Sustainable Aviation Fuel, aiming for 100% by 2030, which enhances its appeal and contributes to strong demand and growth in orders [2][3] Group 2: Market Trends and Future Outlook - Rising air passenger traffic and the demand for modern, fuel-efficient aircraft are driving growth in the commercial aviation market, with Airbus estimating a demand for 43,420 new aircraft deliveries over the next 20 years [4][5] - This trend supports industry expansion and the replacement of older, less efficient aircraft, indicating strong long-term revenue prospects for Airbus [5] Group 3: Competitor Insights - Other aerospace companies like Boeing and Embraer are also expected to benefit from rising jet demand, with Boeing delivering 160 commercial aircraft in Q3 2025 and Embraer delivering 20 new jets in the same period [6][7] - Boeing has a long-term earnings growth rate of 31.33%, while Embraer has a growth rate of 14.32%, indicating positive financial outlooks for these companies as well [7][8] Group 4: Stock Performance - Over the past six months, Airbus shares have increased by 14.7%, outperforming the industry growth of 7.5% [9]

Company Overview - Boeing is no longer the largest manufacturer of commercial jetliners, having lost its lead to Airbus due to design problems with its newer aircraft since 2018 [1] - The company has faced significant challenges, including the impact of the COVID-19 pandemic, which severely affected the travel industry and Boeing's financial performance [2] Financial Performance - Boeing's stock has significantly declined, trading below levels from two years ago and even five years ago, with a loss of over 50% from its early 2019 peak [4] - The company's current market capitalization is $154 billion, with a gross margin of 1.16% and no dividend yield reported [6] Industry Context - The global air travel revenue for 2023 is projected to be less than that of 2015, indicating ongoing struggles within the airline industry [2] - Boeing's backlog of unfilled plane orders has reached a record $636 billion, reflecting a long-term demand projection for 43,600 new passenger jets by 2044 [7] Market Sentiment - Analysts have a consensus price target of $248.71 for Boeing's stock, suggesting a potential upside of more than 30% from its current price [7] - Despite the challenges, there is a belief that Boeing is not doomed, as companies in economically sensitive industries can endure prolonged struggles without a change in their investment thesis [6]

Core Insights - Airbus SE signed a memorandum of understanding with flydubai for 150 A321neo commercial aircraft to support the airline's network expansion strategy, enhancing efficiency and passenger comfort [1][10] Aircraft Features and Demand - The A321neo is a widely used single-aisle aircraft, featuring advanced engines and Sharklet wingtip devices, achieving up to 20% lower fuel burn and CO2 emissions compared to previous models, with a range of 4,000 nautical miles (7,400 km) [2][3] - The aircraft typically accommodates 180 to 220 passengers in a two-class configuration and up to 244 in a high-density layout, with over 7,200 orders from nearly 100 customers worldwide as of October 2025 [3] Market Outlook - Rising air passenger traffic and demand for modern, fuel-efficient aircraft are driving growth in the commercial aviation market [4] - Airbus projects a demand for 43,420 new aircraft deliveries over the next 20 years, indicating potential for solid long-term revenue gains [5] Competitor Analysis - Boeing, a major player in commercial aircraft manufacturing, has over 14,000 aircraft in service and delivered 160 commercial aircraft in Q3 2025, with a long-term earnings growth rate of 20.67% [6][7] - Embraer, another significant manufacturer, delivered 20 new commercial jets in Q3 2025, with a long-term earnings growth rate of 14.32% [8] Airbus Performance - As of October 2025, Airbus delivered 585 commercial aircraft to 85 customers globally, with shares rising 29.5% over the past six months compared to the industry's growth of 6.3% [5][11]

Core Viewpoint - Boeing is expected to report a loss of $2.46 per share for Q3 2025, with revenues projected at $21.92 billion, reflecting a year-over-year growth of 22.9% [1][7]. Financial Estimates - The Zacks Consensus Estimate for Q3 2025 shows a loss of $2.46 per share, with revenues expected to be $21.92 billion, indicating a 22.9% increase from the previous year [1][7]. - The number of estimates for the current quarter is 8, with a high estimate of -$0.11 and a low estimate of -$5.91 [2]. - Year-over-year growth estimates for earnings show a significant improvement, with a 76.44% increase expected for Q3 2025 compared to the previous year [2]. Earnings Surprise History - Boeing has a mixed earnings surprise history, beating estimates in two of the last four quarters and missing in two, with an average surprise of 0.87% [3][4]. Earnings Prediction Model - The current Earnings ESP for Boeing is -49.51%, indicating that the model does not predict an earnings beat for the upcoming report [5]. Company Performance Insights - Boeing's commercial aircraft deliveries increased by 37.9% year-over-year, contributing positively to revenue growth, while defense shipments declined by 5.9% [11]. - Increased fleet utilization due to rising international commercial air travel is expected to support sales for commercial jet services [10]. - Supply-chain pressures and lower defense shipments may offset some of the gains in Q3 [7][12]. Stock Performance - Over the past six months, Boeing's stock has returned 22.4%, compared to the industry's growth of 25.8% [13]. - Boeing is currently trading at a premium compared to its industry on a forward 12-month P/S basis [15]. Investment Considerations - The demand for new jets and aftermarket services is driven by rising commercial air travel and the need to replace aging fleets [19]. - Persistent supply-chain issues, particularly shortages of aircraft parts, pose significant challenges for Boeing and the broader aviation industry [20][21]. - The company's trailing 12-month return on invested capital (ROIC) is negative, indicating insufficient returns on investments [18].

Core Insights - Embraer S.A. (ERJ) secured an order from TrueNoord for 20 E195-E2 aircraft, valued at approximately $1.8 billion, with options for additional aircraft [1] - The order reflects strong market confidence and rising demand for next-generation, fuel-efficient aircraft [2][9] Company Summary - The E195-E2 is designed for efficiency, achieving 29% lower fuel consumption than previous models, accommodating up to 146 seats, and has a range of 3,000 nautical miles (5,556 km) [3][9] - Embraer delivered 46 new commercial aircraft in the first nine months of 2025, with a commercial aviation segment backlog of $13.1 billion as of Q2 2025, indicating strong demand [6][9] Industry Summary - The commercial aviation market is expanding due to rising air passenger traffic and demand for modern, fuel-efficient aircraft, with Airbus forecasting 43,420 new aircraft deliveries over the next 20 years [5] - Other aerospace companies like Airbus and Boeing are also benefiting from this trend, with significant order backlogs and deliveries [7][8]