옵션 체인은 다양한 행사가격과 만기일에 대한 Airbus의 주식 옵션 주요 데이터를 보여줍니다. 트레이더들은 이 정보를 사용하여 잠재적 거래를 분석하고 Airbus에 대한 시장 심리를 평가합니다..

Airbus (OTC:EADSY) 주식, 옵션 체인

EUROPEAN AERONAUTIC

Airbus

Airbus is a global aerospace and defense firm that designs, develops, and manufactures commercial and military aircraft, as well as space launch vehicles and satellites. The company operates three divisions: commercial, defense and space, and helicopters. Commercial offers multiple configurations of aircraft ranging from the narrow-body (120-200 seats) A220 and A320 series to the much larger A330 and A350 wide-body models. The defense and space segment supplies governments with military hardware, including transport aircraft, aerial tankers, and the Eurofighter Typhoon multirole jet. The helicopter division manufactures turbine helicopters for the civil and public markets.

Le,Bourget,,France,-,July,21st,2023:,An,Airbus,A321xlr

News

European Aeronautic Defence And Space Unsponsored

EADSY

도널드 트럼프 대통령이 시작한 무역 전쟁이 심화됨에 따라 보잉(NYSE:BA)은 상당한 도전에 직면할 수 있으며, 이는 유럽 경쟁자인 에어버스 SE(OTC:EADSY)에게 유리하게 작용할 수 있다.

무역 전쟁은 보잉보다 에어버스에 유리 - &#39;아무도 그 가격을 지불하지 않을 것&#39;: 에어캡 CEO

What Trump Said On Tuesday

Global

General

유럽 항공우주 회사들은 도널드 트럼프가 취임할 준비를 하면서 미국에서 &#34;매우 강력한&#34; 보호무역주의를 대비하고 있다. 에어버스(OTC:EADSY)의 CEO인 기욤 포리(Guillaume Faury)는 산업에 미칠 잠재적 영향에 대해 우려를 표명했다.

에어버스 CEO, 트럼프 시대의 &#39;매우 강력한&#39; 미국 보호무역주의에 경고

Gulfstream G650ER

BOMBF

Embraer-Empresa Brasileira De Aeronautica

상업용 항공우주 부문은 승객 여행에 대한 수요 급증, 활발한 화물 활동 그리고 항공기 주문 부활에 힘입어 고도화되고 있다. 골드만삭스의 분석가 노아 포포낙(Noah Poponak) CFA에 따르면 항공 교통 회복은 기대치를 뛰어넘고 있으며 현재 성장률이 GDP를 두 배 이상 앞지르고 있다.

항공우주 도약 준비 완료: 골드만삭스, 해당 분야 최고 추천 기업 11개 공개

Airbus SE

<a href="https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries" title="https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries">https://www.airbus.com/en/products-services/commercial-aircraft/orders-and-deliveries</a>

Contracts

Airbus Announces In May 2025 Had 51 Deliveries To 32 Customers; Gross Orders Were 0; 2025 Deliveries Total 243 To 61 Customers

On Friday, BOfA Securities analyst hosted Richard Aboulafia, a partner at AeroDynamic Advisory, to discuss expectations <a href="https://www.benzinga.com/analyst-ratings/analyst-color" target="_blank" rel="noreferrer noopener">for the upcoming 2025 Paris Air Show</a>.
The analyst says that regarding news of potential 50% EU tariffs, Aboulafia warned that the Air Show could foreshadow how future <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45585283/trump-tariff-threat-hits-europe-stocks-sink-as-50-duties-loom" target="_blank" rel="noreferrer noopener">international negotiations might unfold</a>.
The analyst notes that the EU might draw lessons from recent agreements in China and the Middle East, which mainly included aerospace and defense products.
Nevertheless, the analyst writes that given the EU&#8217;s own substantial aerospace and defense industry, which it aims to protect, U.S. aerospace and defense interests might become a point of contention rather than an incentive in these discussions.
Also Read: <a href="https://www.benzinga.com//node/45594990" target="_blank" rel="noreferrer noopener">DOJ Offers Boeing Deal To Avoid Criminal Charges Over 737 Max Crashes</a>
Regarding Boeing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), Aboulafia views recent deals in the Middle East and China as setting a precedent for other nations&#8217; trade negotiations, suggesting orders will be held back as bargaining chips, noted the analyst.
The analyst writes that, for both Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) and Boeing, Aboulafia doesn&#8217;t foresee many airlines placing large new orders, primarily due to a lack of new aircraft programs and existing backlogs exceeding 10 years for their most popular models.
Further, the analyst noted that, as previously disclosed, Aboulafia doesn&#8217;t anticipate any major new commercial aircraft program unveilings due to ongoing supply chain issues and global macroeconomic constraints.
In the defense sector, Aboulafia expects numerous companies to compete for subsystem roles on programs like NGAD/the F-47 and CCA.
Additionally, Aboulafia anticipates an outsized presence of unmanned aerial systems at the show, predicting a focus on lower-tech, expendable variants rather than highly sophisticated systems, says the analyst.
Read Next:
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</ul>
Photo: Shutterstock

Equities

Large Cap

Will Paris Air Show Signal Shift In Aerospace Trade? Analyst Flags EU Tariff Risks, Order Delays

KeyBanc Capital Markets analyst Philip Gibbs downgraded ATI Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATI#NYSE">ATI</a>) <a href="https://www.benzinga.com/quote/ATI/analyst-ratings" target="_blank" rel="noreferrer noopener">from Overweight to Sector Weight</a>.
At the beginning of May, ATI reported first-quarter results, with aerospace and defense sales of $754 million, <a href="https://www.benzinga.com/pressreleases/25/05/n45130989/ati-announces-first-quarter-2025-results" target="_blank" rel="noreferrer noopener">representing 66% of sales.</a>
Gibbs has increased ATI&#8217;s 2025 estimates, citing stronger-than-expected demand in the aerospace engine and defense markets, and has also introduced projections for 2026 based on continued growth in those sectors.
While the analyst continues to view ATI as a solid long-term cyclical growth story with meaningful exposure to aerospace and defense, the analyst notes that many near-term catalysts — such as multiple expansion following the April upgrade — have &#8220;quickly played out.&#8221;
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/05/45523994/raytheon-boosts-us-military-defense-with-advanced-threat-tracking-radar" rel="noreferrer noopener">Raytheon Boosts US Military Defense With Advanced Threat-Tracking Radar</a>
As a result, despite the positive demand outlook, Gibbs sees a more balanced risk-reward profile in the near term.
Following the quarterly results, the analyst raised the 2025 EPS estimate to $3.07 from $2.82, aligning with ATI&#8217;s guidance of $2.87–$3.09.
Gibbs now projects EBITDA of $835 million versus prior $814 million, near the high end of the company&#8217;s $800 million–$840 million range, which remains conservative.
The company lifted its aerospace engine growth outlook to 15%–20%-plus year-over-year from 9%-plus, reflecting a richer product mix, while maintaining its low-single-digit airframe growth view, with lower titanium volumes offset by better pricing and mix.
Concerns about Russia&#8217;s potential return to the titanium market in a de-escalation scenario were eased by ATI&#8217;s new $1 billion airframe supply deal with&nbsp;&nbsp;Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>), which runs from 2026 to 2030.
Some limited pressure is expected from softer demand in China for power generation and nuclear-related sales due to trade tensions, but tariffs now appear more manageable.
Gibbs also raised 2025 free cash flow to equity to $309 million from $297 million, driven by higher EBITDA, with net capex of $240 million based on gross capex of $270 million and $30 million in customer reimbursements.
The analyst established a 2026E EPS of $3.63 and EBITDA of $937 million.
ATI Price Action: ATI shares are trading lower by 1.96% to $75.09 at publication on Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/trading-ideas/25/05/45503979/5-stocks-about-to-short-squeeze-as-market-rebounds" target="_blank" rel="noreferrer noopener">5 Stocks About To Short Squeeze As Market Rebounds</a></li>
</ul>
Photo: T. Schneider via Shuttestock

Markets

Analyst Ratings

Movers

Trading Ideas

ATI Downgrade: Analyst Cautious As Near-Term Catalysts 'Have Quickly Played Out'

While Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) and Airbus SE (OTCPK: EADSY) wrestle with production slowdowns and decade-long backlogs, Chip Rewey, CIO at Rewey Asset Management, is focused on a quieter part of the <a href="https://www.benzinga.com/money/best-aerospace-defense-stocks">aerospace and defense</a> machine: the suppliers that win no matter which plane takes off.
Fresh off Qatar Airways' latest Boeing order &#8211; inked during President Donald Trump's diplomatic tour &#8211; Rewey sees commercial aviation demand as anything but turbulent. Both Airbus and Boeing have signaled stronger output through 2025 and beyond, despite persistent supply chain snarls. And where there&#8217;s consistent demand, there&#8217;s cash &#8211; especially for the companies that feed both giants.
Read Also: <a href="https://www.benzinga.com/25/05/45462404/trump-unveils-over-200-billion-worth-of-deals-with-uae-including-major-etihad-airways-commitment">Trump Announces $200 Billion In US-UAE Deals, Etihad Orders 28 Boeing Jets Worth $14.5 Billion</a>
<h2 class="wp-block-heading">Ducommon &#8211; Leveraged Play On Defense Demand</h2>
Enter Ducommun Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCO#NYSE">DCO</a>), a $1 billion market capitalization parts supplier with deep roots in both defense and commercial aerospace. With nearly 60% of its revenue coming from top defense players like Raytheon aka RTX Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) and Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), and another 40% tied to the Boeing-Airbus duopoly, Rewey sees Ducommun as a leveraged play on surging global defense budgets and aviation demand.
And the macro backdrop? It's tailwinds all the way.
<h2 class="wp-block-heading">Procurement Intact, Says Expert</h2>
Between a $6 billion bump in U.S. defense spending passed in March and a proposed $150 billion Senate increase in the pipeline, Rewey says the real action is in replenishment: from Ukraine to Israel to the gear left behind in Afghanistan, the U.S. needs to refill its defense cupboards fast. 
NATO allies, too, are under pressure to meet spending commitments, fueling even more global procurement activity.
While Wall Street frets over possible Pentagon cuts to consulting services, Rewey isn't worried. "Procurement's still intact," he says &#8211; suggesting any slowdown fears are more bark than bite.
That's where Ducommun's balance sheet and "Vision 2027" come into play. With a plan to expand both revenue and margins through 2027, and a track record of 18% book value compounding over five years, Rewey sees Ducommun as a stealth growth story in a noisy sector.
Forget picking between Boeing and Airbus &#8211; Rewey's bet is simple: own the company that builds both.
Read Next: 
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<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45491439/boeing-dell-qxo-and-a-health-care-stock-on-cnbcs-final-trades">Boeing, Dell, QXO And A Health Care Stock On CNBC&#8217;s &#8216;Final Trades&#8217;</a></li>
</ul>
Photo: Shutterstock

Analyst Color

Long Ideas

Boeing Vs. Airbus? The True Winner Supplies Them Both

As markets cheer Qatar&#8217;s massive $200 billion jet deal with Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), economist Peter Schiff has a warning that has little to do with planes, and a lot more to do with America&#8217;s structural vulnerabilities.
What Happened: On Wednesday, Schiff highlighted the potential financial fallout of Boeing&#8217;s mega deal with Qatar, which involves acquiring 160 jets for its state-owned carrier, Qatar Airways. 
While acknowledging that this was &#8220;great for Boeing,&#8221; which hit a one-year high following the news, Schiff cautions that the transaction could come with a hidden cost for the U.S. economy.
See Also: <a href="https://www.benzinga.com/media/25/05/45426637/nvidia-ceo-jensen-huang-expected-to-unveil-new-ai-alliances-at-computex-2025-as-geopolitical-pressures-persist-over-tech-sector">Nvidia CEO Jensen Huang Expected To Unveil New AI Alliances At Computex 2025 As Geopolitical Pressures Persist Over Tech Sector</a>
He says that to help finance this purchase, &#8220;Qatar will likely sell a lot of Treasuries and other U.S. assets,&#8221; further straining the U.S. bond market that is already under pressure.
Schiff says that this capital reallocation might contribute to &#8220;pushing up inflation and interest rates in the U.S.,&#8221; which comes at a time when the Federal Reserve is already grappling with persistent inflationary pressures amid a ballooning Federal trade deficit.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Qatar will spend over $200 billion to buy 160 jets from Boeing for its government-owned airline. Great for Boeing, but the downside is that Qatar will likely sell a lot of Treasuries and other U.S. assets to help cover the cost, pushing up inflation and interest rates in the U.S.
&mdash; Peter Schiff (@PeterSchiff) <a href="https://twitter.com/PeterSchiff/status/1922665339348717639?ref_src=twsrc%5Etfw">May 14, 2025</a></blockquote>
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Why It Matters: The deal, which is one of the largest jet purchases ever made, comes at a time of growing concerns regarding <a href="https://benzinga.com/markets/25/03/44267663/ray-dalio-warns-us-debt-crisis-could-trigger-shocking-developments-calls-to-reduce-deficit-at-3-of-gdp">America&#8217;s debt sustainability</a>. 
Early this week, economist Stephanie Pomboy <a href="https://www.benzinga.com/25/05/45369770/whos-going-to-buy-2-trillion-worth-of-paper-macro-expert-calls-wall-street-rally-a-headline-sugar-rush-as-treasury-yield-spike-signals-bigger-trouble">raised similar concerns</a>, asking, &#8220;Who&#8217;s going to buy $2 trillion worth of paper?&#8221; with major buyers such as China pulling back.
As U.S. 30-Year Treasury yields approached 5%, analyst Gordon Johnson warned of a <a href="https://www.benzinga.com/25/05/45399783/gordon-johnson-warns-of-potential-liberation-day-20-as-30-year-treasury-yields-approach-5-amid-dollar-weakness">potential &#8220;Liberation Day 2.0,&#8221;</a> as it risks jeopardizing $8 trillion in U.S. debt that is set to be refinanced in 2025. 
On Tuesday, Schiff too called out <a href="https://www.benzinga.com/markets/bonds/25/05/45396490/peter-schiff-says-trade-truce-aside-the-world-is-losing-confidence-in-dollar-and-in-us-ability-to-put-fiscal-house-in-order">the rising yields</a> and the decline in the U.S. Dollar Index (DXY) despite the trade truce with China early in the week, which he says is because &#8220;the world is losing confidence in the dollar,&#8221; and the country&#8217;s ability to get its fiscal house in order.
&#8220;The consequences of de-dollarization will be profound,&#8221; Schiff said, especially as the U.S. Treasury Department ramps up its borrowing, projecting $514 billion in net debt issues during this quarter, which is 317% over its own forecast of $123 billion, just two months ago.
Fund manager, Michael Kao, however, has a different take on this deal with Qatar, referring to it as &#8220;Petrodollar recycling,&#8221; while adding that the Petrodollar system &#8220;isn&#8217;t going away anytime soon,&#8221; in a post on X. Kao also included a list of multi-billion dollar transactions between U.S. companies and Middle-Eastern states to drive his point.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Qatar saw yesterday&#39;s Saudi deal and said, &quot;CALL &amp; RAISE.&quot; Again, the implications for USD Petrodollar recycling are huge.<a href="https://t.co/eepxVtK392">https://t.co/eepxVtK392</a> <a href="https://t.co/XWvMrhREpQ">pic.twitter.com/XWvMrhREpQ</a>
&mdash; Michael Kao (@UrbanKaoboy) <a href="https://twitter.com/UrbanKaoboy/status/1922702770894753823?ref_src=twsrc%5Etfw">May 14, 2025</a></blockquote>
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Price Action: Boeing shares were up 0.64% on Wednesday, trading at 204.72, and are up 0.67% after hours. The U.S. 10-Year and 30-Year Treasury yields continue to inch upward, at 4.536% and 4.968% at the time of writing this, respectively. 
The U.S. Dollar Index is down 0.23% on Wednesday, trading at 100.818, and is currently down 1.49% over the past four weeks, and 3.48% over the past 12 months.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="136" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14233157/Screenshot-2025-05-15-at-9.01.34-AM-1024x136.png" alt="" class="wp-image-915894" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14233157/Screenshot-2025-05-15-at-9.01.34-AM-1024x136.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14233157/Screenshot-2025-05-15-at-9.01.34-AM-300x40.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14233157/Screenshot-2025-05-15-at-9.01.34-AM-768x102.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14233157/Screenshot-2025-05-15-at-9.01.34-AM-1536x204.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14233157/Screenshot-2025-05-15-at-9.01.34-AM.png 1610w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Boeing stock ranks in the 88th percentile on momentum, according to Benzinga&#8217;s Edge Stock Rankings. How does it compare with Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) and Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)? <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Find out here</a>.
Photo Courtesy: Andreas Zeitler On Shutterstock.com
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<li><a href="https://www.benzinga.com/general/health-care/25/05/45426769/unitedhealth-stock-plunges-over-8-in-after-hours-trading-as-doj-criminal-probe-adds-to-turmoil-after-ceo-shake-up">UnitedHealth Stock Plunges Over 8% In After-Hours Trading As DOJ Criminal Probe Adds To Turmoil After CEO Shake-Up</a></li>
</ul>

Government

Travel

Peter Schiff Warns Qatar's $200 Billion Boeing Deal Could Spike US Inflation, Interest Rates — Says Treasury Sell-Off May Follow

Airbus April Deliveries Totaled 56 To 33 Customers; April Gross Orders 11; 2025 Deliveries To Date 192; Booked 291 Gross Aircraft Orders In Jan-April; Booked 215 Net Aircraft Orders In Jan-April; Delivered 13 A350 Aircraft In Jan-April; Delivered 52 A320neo Aircraft In Jan-April; Delivered 92 A321neo Aircraft In Jan-April

<a href="https://www.bloomberg.com/news/articles/2025-05-05/airbus-delivered-around-55-jets-in-april-amid-engine-shortages?embedded-checkout=true">https://www.bloomberg.com/news/articles/2025-05-05/airbus-delivered-around-55-jets-in-april-amid-engine-shortages?embedded-checkout=true</a>

"Airbus Delivered Around 55 Jets In April Amid Engine Shortages" -Bloomberg

<a href="https://www.airbus.com/en/investors/financial-results" title="https://www.airbus.com/en/investors/financial-results">https://www.airbus.com/en/investors/financial-results</a>

Guidance

Airbus Sees 2025 FCF Before Customer Financing Of Around €4.5 Billion; Sees 2025 Adj EBIT Of Around €7 Billion; Expects To Deliver About 820 Commercial Aircraft In 2025

Airbus Q1 Revenue €13.5 Billion; Q1 EPS €1.01; Adjusted Free Cash Flow €-300 Million; 2025 Guidance Unchanged; Says As Basis For Its 2025 Guidance, Company Excludes Impact Of Tariffs On Its Business

Spirit Aerosystems Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPR#NYSE">SPR</a>) shares traded higher in the premarket on Monday following a definitive agreement with Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) on Sunday to transfer ownership of specific assets and sites related to Airbus aerostructure production.
After the completion of this transaction, Airbus will assume ownership of the Spirit assets at the Kinston site in North Carolina, U.S. (A350 fuselage sections), the St. Nazaire site in France (A350 fuselage sections) and the Casablanca site in Morocco (A321 and A220 components).
The assets also include the production of A320 and A350 wing components in Prestwick, Scotland, the production of A220 pylons in Wichita, Kansas, U.S., and the production of A220 wings in Belfast, Northern Ireland.
Spirit AeroSystems plans to sell its Subang, Malaysia site to a third party.
If no suitable buyer is found, Airbus will also take ownership of the production of the A220 mid-fuselage at the Belfast site.
Additionally, the assets in Subang, Malaysia, related to Airbus programs will be acquired by Airbus if no suitable buyer is identified before the transaction closes.
The compensation amount has been revised to reflect this updated transaction scope, consistent with the binding term sheet agreement announced on July 1, 2024.
As part of the deal, Spirit AeroSystems will pay Airbus $439 million, subject <a target="_blank" href="https://www.airbus.com/en/newsroom/press-releases/2025-04-airbus-signs-definitive-agreement-with-spirit-aerosystems" rel="noreferrer noopener">to </a>certain closing adjustments.
Moreover, Airbus has signed a memorandum of agreement with Spirit AeroSystems, agreeing to provide non-interest-bearing lines of credit totaling $200 million to support Spirit AeroSystems&#8217; work on Airbus programs.
This divestiture is expected to close alongside Spirit&#8217;s previously disclosed acquisition <a target="_blank" href="https://www.benzinga.com/24/07/39567358/boeing-to-acquire-spirit-aerosystems-for-4-7b-after-months-of-negotiations" rel="noreferrer noopener">by </a><a target="_blank" href="https://www.benzinga.com/24/07/39567358/boeing-to-acquire-spirit-aerosystems-for-4-7b-after-months-of-negotiations" rel="noreferrer noopener">The Boeing Company</a><a target="_blank" href="https://www.benzinga.com/24/07/39567358/boeing-to-acquire-spirit-aerosystems-for-4-7b-after-months-of-negotiations" rel="noreferrer noopener"> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)</a>.
Both transactions are subject to regulatory approvals and other closing conditions, with an expected completion in the third quarter of 2025.
Investors can gain exposure to SPR via&nbsp;Gabelli Commercial Aerospace and Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GCAD#NYSE">GCAD</a>).
Price Action: SPR shares are up 3.07% at $35.96 premarket at the last check Monday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/01/43313707/boeings-q4-big-miss-earnings-plunge-but-analysts-see-potential-for-2025-rebound" target="_blank" rel="noreferrer noopener">Boeing&#8217;s Q4 Big Miss: Earnings Plunge, But Analysts See Potential For 2025 Rebound</a></li>
</ul>
Photo: Shutterstock

Mid Cap

GCAD

Spirit AeroSystems Hands Over Key Airbus Programs In $439 Million Asset Transfer Deal

At the closing of this transaction, Airbus will take ownership of the following Spirit assets:
<ul>
<li>the site of Kinston, North Carolina, U.S. (A350 fuselage sections);</li>
<li>the site of St. Nazaire, France (A350 fuselage sections);</li>
<li>the site of Casablanca, Morocco (A321 and A220 components);</li>
<li>the production of components for the A320 and A350 wings in Prestwick, Scotland;</li>
<li>the production of A220 pylons in Wichita, Kansas, U.S.;</li>
<li>the production of A220 wings in Belfast, Northern Ireland; and</li>
<li>if a suitable buyer is not identified for the remainder of the Belfast site, the production of the A220 mid-fuselage.</li>
</ul>
The assets in Subang, Malaysia related to Airbus programs will also be acquired by Airbus if no suitable buyer is identified before the closing of the transaction.

Spirit AeroSystems Announces Asset Divestiture To Airbus Ahead Of Boeing Company Acquisition Closing

<ul>
<li>Dassault Systèmes' 3DEXPERIENCE platform will be used across Airbus, company-wide, for all future generations of civil and military aircraft and helicopters</li>
<li>More than 20,000 users from every business area and the value chain will collaborate and use Dassault Systèmes' virtual twins to improve efficiency, shorten development cycles and reduce costs</li>
<li>This is a key milestone in the digital transformation of Airbus' ways of working and the preparation of the next generation of aerospace products</li>
</ul>

DASTY

Dassault Systèmes And Airbus Expand Strategic Partnership To Power Next-Gen Aircraft With 3DEXPERIENCE Platform

<a href="https://www.dailymail.co.uk/news/article-14632425/delta-flight-evacuated-orlando-engine-fire.html" title="https://www.dailymail.co.uk/news/article-14632425/delta-flight-evacuated-orlando-engine-fire.html">https://www.dailymail.co.uk/news/article-14632425/delta-flight-evacuated-orlando-engine-fire.html</a>

'A Delta Airlines Plane Was Evacuated On The Runway Of Orlando Airport After An Engine Fire, Flames Were Spotted Coming From The Engine Of The Airbus A330, Forcing Crew To Deploy Emergency Slides To Passengers Could Escape' - Daily Mail

Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) just found itself in a high-altitude storm as newly announced tariffs add turbulence to its already complex supply chain. JPMorgan analyst Seth M. Seifman warns of &#8220;increased risk to estimates and multiples,&#8221; as rising costs and potential trade retaliation threaten <a href="https://www.benzinga.com/topic/aerospace">the aerospace giant</a>'s outlook.
Read Also: <a href="https://www.benzinga.com/25/04/44580705/boeing-charting-a-quiet-comeback-aircraft-maker-bags-five-major-contracts-in-last-10-days-heres-what-its-chart-shows">Boeing Charting A Quiet Comeback? Aircraft Maker Bags Five Major Contracts In Last 10 Days: Here&#8217;s What Its Chart Shows</a>
<h2 class="wp-block-heading">Supply Chain Headwinds: A 787-Sized Problem?</h2>
Boeing's exposure to global suppliers is significant, particularly on its widebody jets like the 787 Dreamliner. Components from Italy's Leonardo and Japan's Mitsubishi, Kawasaki, and Fuji contributed an estimated $1.8 billion in sales to Boeing last year. 
With tariffs now looming, Seifman notes that Boeing may be forced to absorb higher costs or pass them onto customers, neither of which is ideal.
While Boeing has already flagged supply chain disruption as a major risk, there is a silver lining: Aluminum and steel &#8211; two common tariff targets &#8211; only account for around 2% of an aircraft's average cost, potentially limiting the immediate impact.
<h2 class="wp-block-heading">Retaliation Risks: Boeing In The Trade War Crosshairs</h2>
As America's top manufacturing exporter, Boeing is a prime target if countries retaliate against U.S. tariffs. While Boeing could redirect deliveries to domestic buyers, this is only a temporary fix. China, which accounts for 20% of global aircraft demand over the next two decades, remains a long-term concern. A resurgence of U.S.-China tensions could see Boeing dragged into the geopolitical dogfight once again.
That said, Boeing benefits from the industry's duopoly structure &#8211; Airbus SE (OTCPK:EADSF) (OTCPK:EADSY) may be the only alternative, but it's already booked out for years on key models. Airlines reluctant to switch may choose to ride out the tariffs rather than disrupt their fleet plans.
For now, Boeing investors should watch for clarity on exemptions, cost pass-through strategies, and potential supply chain shifts. 
While short-term risks remain, Seifman suggests that long-term industry fundamentals still favor Boeing &#8211; assuming tariffs don't turn into a full-blown trade war.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/equities/25/03/44553807/boeing-lands-50-jet-deal-with-boc-aviation-as-part-of-120-aircraft-order">Boeing Lands 50-Jet Deal With BOC Aviation As Part Of 120-Aircraft Order</a></li>
</ul>
Photo: Shutterstock/JHVEPhoto

EADSF

Boeing Caught In A 787-Sized Problem As Tariffs Cause Turbulence

<a href="https://www.reuters.com/business/aerospace-defense/airbus-boeing-eye-fast-output-plastics-loom-future-jets-2025-03-24/" title="https://www.reuters.com/business/aerospace-defense/airbus-boeing-eye-fast-output-plastics-loom-future-jets-2025-03-24/">https://www.reuters.com/business/aerospace-defense/airbus-boeing-eye-fast-output-plastics-loom-future-jets-2025-03-24/</a>

Tech

Airbus, Boeing Research Thermoplastic And Other Materials For Next-Gen Narrow-Body Jets, Study Output Potential Of 100 Jets Per Month

Malaysia Aviation Group announced an order for 30 Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) 737 MAX jets on Friday, with options for 30 more aircraft as the carrier seeks to renew its single-aisle fleet amid projected strong growth in Southeast Asian air travel.
What Happened: The order includes 18 737-8 and 12 737-10 jets and was previously listed as unidentified on Boeing&#8217;s January orders report. The deal will enable Malaysia Airlines to introduce new premium features, including lie-flat seats, while addressing rising travel demand in the region.
&#8220;This is a significant investment for Malaysia Aviation Group, enabling us to deliver cutting-edge premium cabin offerings and state-of-the-art technology to our customers,&#8221; said Izham Ismail, group managing director of Malaysia Aviation Group.
Boeing projects Southeast Asia&#8217;s commercial airplane fleet will grow nearly 250% over the next 20 years, with the region expected to require more than 4,700 new aircraft through 2043 — nearly 80% being single-aisle jets.
See Also: <a href="https://www.benzinga.com/25/03/44430106/nvidia-ceo-jensen-huang-ciscos-chuck-robbins-tout-ais-global-impact-trump-wants-to-prote" target="_blank" rel="noreferrer noopener">Nvidia CEO Jensen Huang, Cisco's Chuck Robbins Tout AI's Global Impact: Trump ‘Want Us To Win'</a>
Why It Matters: The order comes as Boeing faces scrutiny over delivery delays affecting airlines globally. India&#8217;s Akasa Air, awaiting 226 Boeing 737 MAXs, <a href="https://www.benzinga.com/markets/25/03/44411079/boeing-frustrations-reach-crescendo-at-airline-founded-by-warren-buffett-of-india-we-just-dont-have-enough-aircraft-to-fly">recently expressed frustration</a> with CEO Vinay Dube reportedly stating, &#8220;We just don&#8217;t have enough aircraft to fly.&#8221;
Meanwhile, Japan Airlines ordered 17 Boeing 737-8 jets <a href="https://www.benzinga.com/news/25/03/44397369/japan-airlines-orders-more-boeing-737-8-jets-amid-global-fleet-expansion-plans">earlier this week</a> to replace aging 737-800s, building on a previous order from March 2023.
Boeing has warned that potential tariffs from escalating trade tensions could increase costs, with AerCap (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) CEO Aengus Kelly cautioning that a Boeing 787 could <a href="https://www.benzinga.com/news/25/03/44397369/japan-airlines-orders-more-boeing-737-8-jets-amid-global-fleet-expansion-plans">face up to $40 million in additional costs</a>, potentially pushing airlines toward European rival Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>).
The 737 MAX offers 20% reduced fuel use and emissions compared to previous models, according to Boeing.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/03/44429645/perplexity-ceo-says-app-will-make-apple-intelligence-work-amid-iphone-makers-ai-challenges" target="_blank" rel="noreferrer noopener">Perplexity Can Make ‘Apple Intelligence Work' Says CEO Aravind Srinivas As iPhone Maker Attracts Criticism On Siri And AI Delays</a></li>
</ul>
Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Malaysia Aviation Group Orders 30 Boeing 737 MAX Jets, Secures Option For 30 More Amid Rising Southeast Asia Demand

Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) is expanding its presence in Japan Airlines (OTC:<a class="ticker" href="https://www.benzinga.com/stock/JAPSY#OTC">JAPSY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/JPNRF#OTC">JPNRF</a>) fleet, which announced Wednesday an order for 17 more <a href="https://www.benzinga.com/topic/boeing">Boeing 737-8 jets</a> to replace aging 737-800s on domestic routes. The move builds on a March 2023 order of 21 jets, supporting Japan Airlines' ongoing narrow body fleet modernization.
Japan Airlines will introduce 11 Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) A321new aircraft to replace Boeing 767s on routes to and from Haneda Airport, aligning fleet <a href="https://press.jal.co.jp/en/release/202503/008713.html">upgrades</a> with demand and enhancing profitability.
On the international front, Japan Airlines plans to add 10 Boeing 787-9 and 20 Airbus A350-900 aircraft, while its low-cost subsidiary ZIPAIR will operate additional 787-9s reassigned from Japan Airlines. By fiscal year 2030, the group aims to grow its international business by 1.5× compared to FY2023, with a focus on expanding capacity on high-growth North American and Asian routes.
Also read: <a href="https://www.benzinga.com/general/space/25/03/44391875/sunita-williams-butch-wilmore-return-to-earth-on-spacex-dragon-capsule-after-286-days-in-space-nasa-astronauts-to-undergo-health-checks" target="_blank" rel="noreferrer noopener">Sunita Williams, Butch Wilmore Return To Earth On SpaceX Dragon Capsule After 286 Days In Space, NASA Astronauts To Undergo Health Checks</a>
With the addition of the new 737-8 jets, the Japan Airlines Group&#8217;s total fleet will reach approximately 90 aircraft. The airline is pursuing a flexible fleet strategy, placing early aircraft orders in anticipation of long-term growth beyond 2030.
In mid-March, Boeing came under <a href="https://www.benzinga.com/news/25/03/44346571/trade-war-may-boost-airbus-over-boeing-aercap-ceo-says-no-ones-going-to-want-to-pay-that">pressure</a> amid President Donald Trump&#8217;s escalating trade war. AerCap (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) CEO Aengus Kelly warned that tariffs could increase the cost of a Boeing 787 by up to $40 million, potentially pushing airlines toward Airbus. With U.S. facilities in Alabama, Mississippi and Florida, Airbus may be better positioned to weather the tariff impact, posing a threat to Boeing&#8217;s global market share.
Additionally, Goldman Sachs analyst Noah Poponak <a href="https://www.benzinga.com/25/03/44308485/goldman-sachs-sees-big-gains-for-boeing-as-orders-stack-up" target="_blank" rel="noreferrer noopener">reiterated</a> a Buy rating on Boeing with a $213 price target following the company&#8217;s February delivery update. Boeing delivered 44 aircraft, including 31 737 MAX jets, signaling steady progress. Poponak sees strong order backlogs and expects production ramp-ups in 2025, projecting revenue to reach $105.1 billion by FY27.
Price Action: BA shares are trading higher by 0.43% at $162.27 premarket on the last check Wednesday.
Photo: Shutterstock

JAPSY

JPNRF

Japan Airlines Orders More Boeing 737-8 Jets Amid Global Fleet Expansion Plans

In the escalating trade war initiated by President Donald Trump,&nbsp;Boeing Co&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) may face significant challenges, potentially tipping the scales in favor of its European competitor,&nbsp;Airbus SE&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>).
What Happened: The increased tariffs imposed by Trump could lead to a price hike of $40 million for a Boeing 787 in a worst-case scenario. This information comes from&nbsp;AerCap Holdings N.V.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) CEO Aengus Kelly. 
As a major aircraft leasing company, AerCap would be significantly impacted by such price increases.
"In an absolute worst case scenario, say, a 25% increase across the board on tariffs, a tit-for-tat from both sides — a Boeing 787, the price will go up by $40 million. No one's going to want to pay that," Kelly <a href="https://www.youtube.com/watch?v=YbPWery3vbg">told</a> CNBC in a recent interview.
Boeing, a leading manufacturer in Mexico, could face increased costs on imported parts due to the tariffs. Last week, CEO Kelly Ortberg alerted employees about the potential cost increase&nbsp;on parts like landing gear&nbsp;imported from Canada.
Trump&#8217;s&nbsp;25% tariffs on steel and&nbsp;aluminum have already prompted retaliation from Europe, with potential further rebuttals on the horizon. This could result in Boeing&#8217;s aircraft becoming&nbsp;more expensive in key European&nbsp;markets.
Also Read:&nbsp;<a href="https://www.benzinga.com/news/24/09/40681758/boeing-shares-dip-in-pre-market-as-32k-workers-plan-companys-first-strike-in-16-years" target="_blank" rel="noreferrer noopener">Boeing Shares Dip In Pre-Market As 32K Workers Plan Company's First Strike In 16 Years</a>
Conversely, Airbus may have some protection against U.S. tariffs due to its&nbsp;facilities in Alabama, Mississippi, and&nbsp;Florida. CEO Guillaume Faury indicated that the company might&nbsp;prioritize deliveries to non-U.S. customers&nbsp;if tariffs disrupt its operations.
According to Kelly, the worst-case scenario could see most airlines turning&nbsp;to Airbus for their new&nbsp;aircraft, potentially giving Airbus control of 75% to&nbsp;80% of the global market.
However, he cautioned, it's still too early to fully grasp the impact of the tariffs.
Why It Matters: The escalating trade war and the resulting tariffs could significantly alter the dynamics of the global aircraft market. Boeing, already grappling with the fallout from the 737 Max crisis, could face further setbacks due to increased costs. 
On the other hand, Airbus could potentially gain a significant advantage, especially if it can navigate the tariff landscape more effectively. 
The outcome of this situation could have far-reaching implications for the global aviation industry.
Read Next
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Image: Shutterstock

Trade War May Boost Airbus Over Boeing — AerCap CEO Says 'No One's Going To Want To Pay That'

VUZI

Vuzix Subsidiary Moviynt Wins Smart Glasses Deployment Commitment From Airbus Helicopters; Terms Not Disclosed

Rocket Lab USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) shares are trading higher on Wednesday following significant announcements <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44273162/airbus-awards-rocket-lab-contract-to-power-next-gen-oneweb-constellation-for-eutelsat" rel="noreferrer noopener">in the satellite and aerospace sectors.</a>
The company revealed that Airbus SE&#8217;s (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) Airbus Constellation Satellites has selected Rocket Lab to provide high-efficiency, space-grade solar panels for 100 OneWeb Low Earth Orbit (LEO) satellites, designed to deliver low-latency global internet access to remote and underserved regions.
This is an extension of Rocket Lab&#8217;s ongoing partnership with Airbus, having previously delivered over 450 solar array shipsets for Airbus's first OneWeb satellite fleet in 2021.
Under the latest development, Rocket Lab will provide 200 solar panels, which will include carbon composite panel substrates, solar cells, and photovoltaic assemblies. These panels will be manufactured at Rocket Lab&#8217;s 150,000 square-foot space solar production facility in Albuquerque, New Mexico.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44274758/whats-going-on-with-d-wave-quantum-stock-today" rel="noreferrer noopener">What&#8217;s Going On With D-Wave Quantum Stock Today?</a>
The solar panels will supply the LEO constellation with around 80 kW of power, enough to operate 16 Hubble-sized space telescopes.
In addition to this development, Rocket Lab recently announced that it has signed a non-binding term sheet with certain lenders to acquire a controlling stake in Mynaric AG, a <a target="_blank" href="https://www.benzinga.com/25/03/44270724/rocket-lab-takes-a-bold-leap-75-million-offer-for-mynaric-to-boost-satellite-tech-sda-contracts" rel="noreferrer noopener">provider of laser communication technologies.</a>
The deal, valued at an initial $75 million, will be paid in either cash or Rocket Lab stock. An additional earn-out of up to $75 million is tied to Mynaric's future revenue targets.
The acquisition is subject to regulatory approvals and Mynaric's ongoing restructuring process under German law. Once completed, the acquisition will further strengthen Rocket Lab's position in the space and communications sector.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, RKLB stock has gained over 310% in the past year. Investors can gain exposure to the stock via&nbsp;ARK Space Exploration &amp; Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKX#BATS">ARKX</a>).
Price Action: RKLB shares are trading higher by 6.34% to $18.95 premarket at last check Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/25/03/44273827/why-is-jetblue-airways-stock-gaining-today" target="_blank" rel="noreferrer noopener">Why Is JetBlue Airways Stock Gaining Today?</a></li>
</ul>
Image via Shutterstock.

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