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Airbus (EADSY 3.59%) stock rose strongly on Thursday to close the day up 3.7%, on some disturbing news for a competitor.
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.