Reported by Consejeros Editorial Team Airbus continues to increase the workload at its Seville factory. The company has just announced that it will assemble at this Andalusian facility two C295 military transport aircraft for the Royal Thai Air Force, which already has three of these aircraft in its fleet. The first delivery of this new order for Thailand is expected to take place between January and June 2029. The country…

Link Securities | The European aerospace consortium Airbus has reached an agreement to acquire the French cybersecurity firm Quarkslab, the newspaper elEconomista.es reported yesterday. This transaction, the second of its kind signed by the Airbus Defence and Space division in less than a month, aims to consolidate its position as the leading sovereign partner for French and European authorities. The transaction, which is expected to be completed in the course…

Alphavalue/ Divacons | Spain’s Amparo Moraleda has been appointed chair of the European aerospace giant. This is the first time that an executive who is not of French or German origin has held the chairmanship of the company. The appointment will take effect on 1 October. Moraleda will strengthen Spain’s position within the consortium. Moraleda, who has been on the Airbus board since 2015, will succeed René Obermann, who has…

Banc Sabadell | Airbus (AIR) reported that it delivered 60 aircraft during March (compared to 35 in February 2026 and 71 in March 2025), bringing the total deliveries for 2026 to 114 (compared to 136 in 2025, down 16%). Furthermore, a total of 331 new orders and 10 cancellations were recorded during the month. Consequently, net orders in 2026 stand at 398 aircraft (against 204 in 2025; up 95%). Assessment:…

Deutsche Bank | There has been no significant progress in negotiations with Pratt & Whitney since the publication of Airbus’s (AIR) results. In October/November 2025, Pratt & Whitney began to backtrack on its previous commitment to deliver a certain number of engines to Airbus in 2026. Presumably, this was due to a higher-than-expected level of AOGs (aircraft on the ground). Airbus’s delivery forecast for the 2026 financial year, of around…

Alphavalue / Divacons | Atlas Air Worldwide Holdings, recognised as the world’s largest operator of Boeing 747 aircraft, announced yesterday its first order for cargo aircraft from Airbus. The airline signed a commitment for up to 40 next-generation freighters, as confirmed by its CEO, Michael Steen. The firm order covers the purchase of 20 Airbus A350F aircraft, with options to buy a further 20 at a later date. Atlas Air…

Banc Sabadell | Airbus (AIR) announced on Monday after the market closed that it delivered 35 aircraft in February (against 40 in February 2025 and 25 in January 2025), bringing the total number of deliveries in 2026 to 54 (against 65 in 2025, 17% lower). On the other hand, a total of 28 new orders and no cancellations were recorded during the month. Thus, net orders in 2026 stand at…

Bankinter | 2025 good cash generation, but supply chain issues persist. Production acceleration target lowered. Key figures from Q4 2025 results versus the company’s own consensus estimate: Sales €25.984 billion (up 5.1% year-on-year) versus €26.513 billion estimated; Reported EBIT €2.717 billion (up 3.9% year-on-year versus €2.800 billion estimated) and net profit €2.580 billion (up 13.5%) versus €2.361 billion estimated. In Commercial Aircraft (74% of reported EBIT in 2025), deliveries totalled…

Link Securities | Airbus (AIR) Chief Executive Officer Guillaume Faury warned his staff that the aircraft manufacturer must be prepared to adapt to new risks. The Airbus CEO faced significant logistical and financial damage from US protectionism and trade tensions between the United States and China last year, according to the newspaper Expansión. The start of 2026 is marked by an unprecedented number of crises and disturbing geopolitical events, Faury…

Banco Sabadell | Airbus published earlier this week, after the market closed, that it had delivered 136 aircraft during December (versus 72 in November 2025 and 123 in December 2024), bringing the total deliveries for 2025 to 793 (versus 766 in 2024, an increase of 3.5%), thus meeting its target of delivering around 790 aircraft this year, which, we recall, it revised downwards in early December ’25 (from 820 aircraft)…