Browsing Tag
Airbus SE
11 posts
Airbus backlog reaches 9,310 aircraft, but 870-delivery target creates a demanding final quarter
Airbus reported €50.6 billion in nine-month revenue and a 36% increase in net income as commercial aircraft orders more than doubled. However, its unchanged 870-aircraft delivery target requires another 323 aircraft in the final quarter, while free cash flow remains negative.
October 29, 2026
Malaysia Aviation Group’s Airbus MRO deal targets a bigger ASEAN services business
Malaysia Aviation Group is buying Sepang Aircraft Engineering from Airbus to expand maintenance capacity and third-party revenue, turning a deal with no disclosed price into a broader bet on ASEAN’s growing aircraft-services market.
October 24, 2026
Airbus has 9,222 aircraft in backlog. Why is it adding ASML and Michelin expertise to the board?
Airbus SE has installed Amparo Moraleda as Chair of its board while ASML Chief Executive Officer Christophe Fouquet joins as a director and Michelin Chief Executive Officer Florent Menegaux is lined up for a 2027 board seat. The governance reset brings additional technology and industrial operating experience to Airbus while the aerospace group tackles a 9,222-aircraft commercial backlog, ambitious production ramps and demanding free-cash-flow targets.
October 12, 2026
Airbus SE (EPA: AIR) secures three Chinese airline orders worth $17.8bn at list prices
Airbus wins a $17.8 billion Chinese airline order for 95 jets, but delivery slippage and Air China's first-half loss will decide whether the win pays off.
July 17, 2026
Germany and France ending FCAS fighter jet project exposes Europe’s defence sovereignty fault line
Europe’s FCAS fighter collapse exposes the gap between defence ambition and industrial politics. Read what it means for Airbus and Dassault.
June 12, 2026
Why Boeing’s 737 MAX legal win may be smaller than the reputational mountain still ahead
Boeing won a key 737 MAX fraud case, but investors still face the bigger question: can legal relief translate into operational trust?
May 24, 2026
Air France Flight AF447 ruling: Paris appeals court delivers major reversal in 2009 crash case
A €225,000 fine is tiny. The Airbus and Air France AF447 conviction raises a much bigger question about aviation safety accountability.
May 21, 2026
Satair completes Unical Aviation and ecube acquisition to deepen Airbus aftermarket strategy
Aircraft supply chains remain tight. Satair’s Unical Aviation deal shows Airbus wants more control over the aftermarket lifecycle.
May 12, 2026
Why Airbus must deliver 133 aircraft in December to salvage its 2025 production target
Airbus delivered just 72 aircraft in November after a fuselage glitch, forcing a high-stakes December push. Find out what this means for 2025 targets.
December 5, 2025
Spirit AeroSystems Q3 2025 results reveal $585m forward losses as Boeing merger review drags on
Spirit AeroSystems Q3 2025 results show deeper losses and liquidity strain as its shares slide 7 % for the week. Find out how the Boeing merger could reshape its future.
November 1, 2025