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EADSY wins a NATO deal for two A330 MRTT jets, lifting MMF to 12 aircraft and reinforcing its global defense momentum.
Taiwan's China Airlines will spend more than $2 billion to add more Airbus aircraft to its fleet, consisting of five A350-900 long-haul jets and eight A321neo aircraft for medium and short-haul routes, it said on Wednesday.
Two leaders in the industrials sector just significantly increased their dividends, while another behemoth is very likely gearing up to do the same. The industrial sector has been resilient so far in 2025, even as the returns of the general market have been disappointing.
EADSY lands a deal with Norwegian Air Ambulance for up to eight H145 helicopters, strengthening its growing Helicopters segment.
Boeing leads in net orders and order value, driven by strong 737 MAX demand and major wide-body deals, despite recent regulatory and safety challenges. Airbus maintains a lead in single-aisle deliveries, but faces ongoing supply chain constraints, limiting its ability to ramp up production and deliveries. Both manufacturers have robust backlogs, but delivery growth is critical; BA's growth is capped by FAA restrictions, while EADSF struggles with supply chain issues.
Commercial aviation has experienced relentless secular growth, with Airbus and Boeing leading the industry and suppliers benefiting from significant pricing power. Airbus stands out as a European crown jewel, consistently outperforming Boeing, especially amid Boeing's recent quality and program issues. The company operates globally with three main segments: Commercial Aircraft, Helicopters, and Defense & Space, supported by a vast supplier network.
Airbus announced hundreds of orders at the Paris Air Show, while Boeing maintained a low profile. The Air India crash cast a long shadow over the event, with defense taking the spotlight.
Shares in aerospace giant Airbus (EADSY 3.19%) rose by as much as 3.1% in early trading as the Paris Air Show concluded for industry professionals (it remains open to the public until Sunday). Airbus had a lot to say and $21 billion in orders to announce , but unfortunately, its great rival, Boeing (BA 0.38%), had very little to say.
At Europe's biggest air show, Airbus has announced a slew of orders while Boeing has scaled back its presence as it focuses on the investigation into the Air India crash. Demand for new planes from both manufacturers remains high despite years of controversy at Boeing, with supply delays leaving airlines hungry for aircraft.
India's aviation regulator has warned Air India for breaching safety rules after three of its Airbus planes flew despite being overdue checks on emergency equipment, and for being slow to address the issue, government documents show.