airbus

Companies 4th September 2025

Airbus delivers estimated 60 aircraft in August compared to 67 in July, total deliveries for 2025 down 3%

Banco Sabadell | According to Reuters, Airbus delivered around 60 aircraft in August (compared to 47 in August 2024 and 67 in July 2025). If this figure is confirmed, it would bring the total number of deliveries in 2025 to around 433 aircraft compared to 447 aircraft in the same period in 2024; down 3%). Assessment: pending confirmation of the final number of deliveries in the coming days, the preliminary…

In Europe 28th August 2025

Airbus preparing Tablada plant in Sevilla for part of assembly and production of Eurodrone fuselage

Link Securities | The company has begun adapting Building D at its facilities in Tablada (Seville) to support the Eurodrone programme, according to a report today in the newspaper elEconomista.es. Airbus had selected its plants in Sevilla and Cádiz for this project, in which Germany, France, Italy and Spain are participating alongside the company itself, Dassault Aviation and Leonardo (LDO-IT), and which plans to build 20 systems with three drones…

Companies 12th August 2025

Airbus delivers 373 aircraft so far this year, remains below 2024

Banc Sabadell | Airbus (AIR) announced on Thursday (07/08), after the market closed, the delivery of 67 aircraft during the month of July (compared to 77 in July 2024 and 63 in June 2025), bringing the total number of deliveries in 2025 to 373 (compared to 400 in the same period in 2024; down 7%). On the other hand, a total of seven new orders were recorded during the month,…

In Europe 7th July 2025

Delivery of 60 aircraft by Airbus in June means annual target of 820 difficult to meet

Norbolsa | The aerospace company announced that it had delivered around 60 aircraft in June, bringing the total for the first half of 2025 to just over 300. This figure is below the pace needed to reach its annual target of 820 deliveries. The company would have needed to deliver 410 aircraft by June to be on track to meet its annual target. In this regard, the company announced that…

In Europe 18th June 2025

First day of Paris Air Show sees Airbus get orders for 132 aircraft from two Saudi companies, Poland’s LOT and Japan’s ANA

Bankinter | Airbus announced yesterday several orders for 132 cargo and passenger aircraft on the first day of the Paris Air Show being held this week, from Saudi leasing company AviLease (40 aircraft of various models, which could be expanded in the future), Riyadh Air (25), Polish airline LOT (27) and Japanese airline ANA(40). Analysis team’s view: Good news on orders, although the company’s main challenge remains to speed up…

In Europe 16th June 2025

Consolidation key for European space sector: Airbus, Thales and Leonardo in talks to create agreements in satellite divisions

Morgan Stanley | Europe is under increasing pressure to upgrade its space capabilities, with more investment needed if it wants to reduce its high dependence on players such as SpaceX. In the report, analyst Terence Tsui discusses the CAPEX implications if the current European IRIS2 plan were to increase from 300 satellites for the next decade to more than 1,000 units at a cost of €10-50 billion. Overall, this would…

European economy 14th May 2025

Airbus production totals 217 units through April, year-to-date increase of 7%, in line with guidance for full year

Morgan Stanley | Although April deliveries (56) represent a slowdown in annual delivery growth (192, down 5%), if we take into account the 25 aircraft that management pointed out at the AGM in mid-April, production totals 217 units, representing 7% growth year-on-year and in line with guidance for the full year. Regarding tariffs, management’s message that the current guidance may already be reflecting the direct impact of tariffs (i.e., returning…

European economy 4th May 2025

Airbus closes agreement to acquire certain assets of Spirit AeroSystems

Alphavalue/DIVACONS | The aerospace and defence company closed a deal to acquire certain assets of Spirit AeroSystems, completing a key part of the struggling supplier’s split with Boeing. The transaction is expected to close in 3Q25, pending regulatory approvals. Airbus will provide Spirit with a $200 million interest-free credit facility to ensure the continuity of its programmes, while it will receive a $439 million payment from Spirit as compensation. The…

European economy 11th April 2025

Airbus delivers 71 aircraft and registers 211 gross orders in March

Deutsche Bank | Airbus (ABS) has released its orders and deliveries for March 2025. The company delivered 71 aircraft and recorded 211 gross orders, delivering a total of 136 aircraft in the first quarter of 2025. March 2025 deliveries are the highest in any March since 2022, supporting the view that Airbus’ industrial performance is improving. This could bode well for the rest of the year, if tariffs do not…

In Europe 3rd April 2025

Airbus delivers 64 aircraft in March, 129 in Q1, below guidance but better than expected

Morgan Stanley | According to the latest data from Cirium (an aviation data provider), Airbus delivered 64 aircraft in March (up 60% month-on-month and 2% year-on-year), accumulating a total of 129 in Q1 2025, which is below full-year guidance but better than expected, both by Ross Law (analyst) and the consensus (127). In fact, Law believes that the number of deliveries may be higher if we take into account the…

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