Airbus (AIR) News Today

Airbus SE (AIR) shares have been influenced by a wave of major commercial orders and supportive defense contracts, which is underpinning upside momentum. However, investor sentiment is tempered by program uncertainties, geopolitical disputes and questions over near-term growth, contributing to downward pressure.

• France and Spain agree to accelerate deliveries of the A400M military transport, helping address production challenges.
• Airbus plans to ramp up A330 MRTT tanker output as defense demand soars, supporting higher revenue visibility.
• New orders secured at the Paris Air Show include VietJet, Riyadh Air (up to 50 widebodies) and a $10 billion order haul, reinforcing Airbus’s market leadership over Boeing.
• A Saudi Arabian lessor committed to 10 Airbus A350 freighters, and Thales will supply satcom safety systems for A400M aircraft, boosting defense division prospects.
• Joint forecasts from Airbus and Boeing point to strong long-term demand for commercial jets, underlining an expanding market.
• Propulsion chief reports encouraging RISE engine test data but cautions that formal selection is not guaranteed, leaving a key future project unresolved.
• Airbus executives emphasize the need to cooperate on the Franco-German FCAS fighter program despite competitive tensions, reflecting both opportunity and complexity.
• A dispute with Dassault threatens to derail the FCAS fighter jet project, raising concerns about cost overruns and program delays.
• Despite outpacing Boeing in recent order announcements, Airbus stock has seen selling pressure as investors question valuation upside.
• Global tariff uncertainties and dwindling demand for certain narrowbodies prompt Airbus to consider expanding A220 capacity amid softer market conditions.
• Management warns of near-term growth uncertainties, signaling caution around production rates and free cash flow.