La chaîne d'options affiche les données clés des options sur actions de Airbus à différents prix d'exercice et dates d'expiration. Les traders utilisent ces informations pour analyser les transactions potentielles et évaluer le sentiment du marché pour Airbus..

Airbus (OTC:EADSY) Stock, Chaîne d'Options

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.

Airbus SE

<a href="https://www.bloomberg.com/news/articles/2025-07-01/airbus-said-to-deliver-about-60-planes-in-june-short-of-target" title="https://www.bloomberg.com/news/articles/2025-07-01/airbus-said-to-deliver-about-60-planes-in-june-short-of-target">https://www.bloomberg.com/news/articles/2025-07-01/airbus-said-to-deliver-about-60-planes-in-june-short-of-target</a>

News

European Aeronautic Defence And Space Unsponsored

EADSY

'Airbus Said to Deliver About 60 Planes in June, Short of Target' - Bloomberg News

The competition regulator in Britain has announced it is proceeding with the preliminary probe into Boeing Co.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) acquisition of Spirit Aerosystems Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPR#NYSE">SPR</a>)
What Happened: The Competition and Markets Authority (CMA) announced it will begin its phase 1 investigation into the deal, <a href="https://www.benzinga.com/24/07/39567358/boeing-to-acquire-spirit-aerosystems-for-4-7b-after-months-of-negotiations">worth $4.7 billion</a>, with a decision to be taken by August 28, Reuters reported on Monday.
Boeing did not immediately respond to<a href="http://pro.benzinga.com/dashboard"> Benzinga&#8217;s</a> request for comment.
"The inquiry by the Competitions and Markets Authority was anticipated and is part of the normal process for acquisitions of this nature," a spokesperson for Spirit cited in the report said.
Why It Matters: Spirit recently <a href="https://www.benzinga.com/25/04/45035715/airbus-finalizes-deal-with-spirit-to-take-over-assets-paving-way-for-boeing-acquisition">penned a deal</a> with Boeing's rival aircraft manufacturer, Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSF#OTC">EADSF</a>), to acquire certain assets, which would pave the way for Boeing to acquire Spirit, which spun off from the aerospace giant in 2005.
Boeing, meanwhile, has <a href="https://www.benzinga.com/markets/tech/25/06/46186448/who-is-jay-malave-key-facts-about-boeings-new-cfo-and-his-journey-from-investigating-equal-employment-opportunity-cases-to-aerospace-leadership">appointed Jay Malave</a> as the company's new CFO amid questions raised about the aircraft manufacturer's <a href="https://www.benzinga.com/news/travel/25/06/46070802/this-shouldve-been-caught-years-ago-boeing-faces-ntsb-heat-over-737-max-9-alaska-airlines-mid-air-blowout-incident">safety and quality practices</a> in the aftermath of the fatal <a href="https://www.benzinga.com/markets/25/06/45911791/boeing-dreamliner-carrying-over-200-passengers-crashes-shortly-after-takeoff-near-indias-ahmedabad-b">787 Dreamliner crash</a> in India's Ahmedabad.
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/45991614/if-its-boeing-im-not-going-why-some-people-are-turning-their-backs-on-the-american-plane-maker-in-favor-of-rival-airbus">&#8216;If It&#8217;s Boeing, I&#8217;m Not Going:&#8217; Why Some People Are Turning Their Backs On The American Plane Maker In Favor Of Rival Airbus</a></li>
</ul>
Photo courtesy: JHVEPhoto / Shutterstock.com

Equities

EADSF

UK Antitrust Probe Targets Boeing's Spirit Deal As Airbus Sells Off Assets

Palantir Technologies Inc.&nbsp;(NASDAQ: PLTR) has built&nbsp;its AI empire&nbsp;inside the Pentagon, and now it's buckling up for its next frontier: the skies.
On June 18, Palantir acquired over one million shares of Surf Air Mobility Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRFM#NYSE">SRFM</a>), an electric aviation nano-cap, bringing its total stake to more than 4.4 million shares and establishing it as a 10%+ owner. The price? Just over $2 million. The impact? A 20% pop in SRFM's stock price within hours.
<h2 class="wp-block-heading">A Grounded Stock, A Sky-High Bet</h2>
Surf Air may be flying under most investors' radar (down 61% year to date), but its ambitions are bold: to reinvent regional air travel with AI software and electric propulsion.
It's building an AI-enabled SurfOS platform, aimed at charter brokers, operators, and aircraft owners. The system includes:
<ul class="wp-block-list">
<li>BrokerOS – streamlining private flight bookings</li>
<li>OperatorOS – optimizing aircraft management</li>
<li>OwnerOS – helping plane owners maximize profitability</li>
</ul>
Behind it all? Palantir's Foundry and AIP software. This isn't just a stake &#8211; it's a full integration deal, embedding Palantir into the backend of a future-forward airline.
Read Also: <a href="https://www.benzinga.com/news/topics/25/06/46042505/palantir-meta-openai-and-thinking-machines-just-had-their-executives-sworn-into-the-us-army-reserve">Palantir, Meta, OpenAI, And Thinking Machines Just Had Their Executives Sworn Into The US Army Reserve</a>
<h2 class="wp-block-heading">This Isn't Palantir's First Flight</h2>
The Surf Air move fits a larger Palantir pattern:
<ul class="wp-block-list">
<li>It has partnered with Archer Aviation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>) to help develop software for air taxis.</li>
<li>It powers Skywise, Airbus SE&#8216;s (OTCPK: EADSY) fleet-wide analytics platform connecting over 10,500 aircraft.</li>
<li>It supports Lilium NV's (OTCPK: LILMF) eVTOL operations, streaming terabytes of real-time jet data into predictive maintenance models.</li>
</ul>
Palantir's long game? Becoming the digital nervous system for tomorrow's aviation infrastructure.
<h2 class="wp-block-heading">SRFM Takes Off, PLTR Keeps Climbing</h2>
While Surf Air soared on the news, Palantir is already flying high:
<ul class="wp-block-list">
<li>+86% year to date</li>
<li>+480% over the past year</li>
</ul>
And this tiny bet — just $2.1 million for a double-digit stake — is classic Palantir: get in early, install Foundry, scale with AI, and ride the value creation.
Palantir is not just chasing government contracts—it's shaping the architecture of next-gen aviation. With Surf Air, it's buying more than stock—it's buying a seat at the table in the race to electrify and digitize the skies.
For investors, this nano-cap deal might just be a blip. But for Palantir, it looks like the runway to something much bigger.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/sector-etfs/25/06/46030895/the-palantir-effect-momentum-stocks-are-making-a-killing-like-never-before">The Palantir Effect: Momentum Stocks Are Making A Killing Like Never Before</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Small Cap

Tech

Trading Ideas

ACHR

LILMF

PLTR

SRFM

Palantir Just Boarded A Flying Startup And This Nano-Cap Stock Just Took Off

Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) stole the spotlight on Day 2 of the Paris Air Show with a $6.6 billion VietJet deal, widening its lead over Boeing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) as Bank of America Securities (BofA) flagged diverging order momentum <a target="_blank" href="https://www.benzinga.com/quote/BA/analyst-ratings" rel="noreferrer noopener">and shifting industry dynamics.</a>
After engaging with over 20 companies on Day Two of the Paris Air Show, analysts observed a continued emphasis on themes from earlier discussions. However, they particularly noted a stronger drive toward automation, bullish sentiment regarding European defense opportunities, expectations for margin expansion, and industry strategies for managing tariff risks.
BofA Securities noted that rising cost pressures, particularly labor, are challenging historical views and driving the aerospace and defense sector toward increased automation to meet demand, boost margins, and improve quality.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45991614/if-its-boeing-im-not-going-why-some-people-are-turning-their-backs-on-the-american-plane-maker-in-favor-of-rival-airbus" rel="noreferrer noopener">&#8216;If It&#8217;s Boeing, I&#8217;m Not Going:&#8217; Why Some People Are Turning Their Backs On The American Plane Maker In Favor Of Rival Airbus</a>
BofA observed that companies with local European subsidiaries are best positioned for the region&#8217;s defense spending upcycle, amidst questions about U.S. participation, highlighted by limited American presence.
Tariffs remain a key uncertainty, with consensus leaning toward a return to the 1979 WTO agreement, the BofA report mentioned.
Boeing: The analysts met with Boeing&#8217;s VP of Commercial Marketing, Darren Hulst, to discuss fleet dynamics and a growing aircraft supply gap.
Hulst pointed to a looming widebody ramp-up, noting that 2024 production is still less than half of 2018 levels, with supply chain issues, the 787 production halt, and delays in the 777X and A350 driving a 300-aircraft shortfall.
Over the past 4.5 years, Boeing&#8217;s widebody jets have outsold Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) by 2.5x, driven by the 787&#8217;s family structure and shared engine platform, whereas the A350 lacks engine commonality and is slightly oversized.
On the narrowbody side, Hulst flagged a deficit of 1,500-1,700 aircraft, stemming from COVID disruptions, the 737 MAX production halt, and A320 supply issues.
This continues to support demand for both fleet replacement and growth. The current narrowbody fleet is around two years older than in 2018, and Boeing expects up to a third of all 737s to be MAX 10 variants by the decade&#8217;s end.
However, Hulst conceded that demand for the A321 will likely remain stronger, given its 7-year lead.
Airbus: On Day 2 of the Paris Air Show, Airbus extended its lead by securing a ~$6.6 billion deal with VietJet Aviation for 100 A321s and 50 options, bringing its total to 232 firm orders and 156 options, BofA Securities highlighted.
This latest agreement brings Airbus&#8217;s total announced orders at the event to 232 aircraft, plus options for an additional 156. In contrast, Embraer S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>) has secured a single defense order for its C-390, with options for 10 more aircraft for potential NATO members, while Boeing has not yet announced any new deals at the show.
Lockheed Martin Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>): Lockheed Martin executives shared key strategic updates, highlighting growth prospects across autonomous systems, missile defense, and NATO-aligned production.
The company is advancing its MATRIX AI for Black Hawk helicopters to enable autonomous and optionally unmanned operations, an appealing solution for military logistics in contested zones, BofA Securities pointed out.
Lockheed is also positioned to capitalize on missile defense demand, aiming to integrate its well-established systems into the U.S.&#8217;s layered defense strategy and expand its counter-UAS capabilities.
Also Read:&nbsp;
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/travel/25/05/45692905/faa-extends-program-allowing-boeing-to-conduct-inspections-on-agencys-behalf" target="_blank" rel="noreferrer noopener">FAA Extends Program Allowing Boeing To Conduct Inspections On Agency&#8217;s Behalf</a></li>
</ul>
Photo by Manuel Esteban via Shutterstock

Analyst Color

Markets

Analyst Ratings

General

Embraer-Empresa Brasileira De Aeronautica

No New Deals For Boeing As Airbus Continues Order Blitz At Paris Air Show

~The agreement includes full services for the A350 Spoiler Actuation System~
FORT COLLINS, Colo., June 16, 2025 (GLOBE NEWSWIRE) -- Today, Woodward (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WWD#NASDAQ">WWD</a>), a global leader in aerospace and industrial energy control solutions, announced that Airbus has selected Woodward as the supplier for the electro-hydraulic A350 Spoiler Actuation System. The agreement includes actuation systems for 12 of the 14 aircraft spoilers, as well as maintenance and repair services for the Woodward-supplied A350 Spoiler Actuation System in support of A350 operators and Airbus&#39; Flight Hour Services (FHS) business.

Airbus Selects Woodward As Supplier For Electro-Hydraulic A350 Spoiler Actuation System

PARIS, June 13 (Reuters) - European planemaker Airbus <a href="https://workspace.refinitiv.com/web/apps/quotewebapi?RIC=AIR.PA">AIR.PA</a> is in discussions to sell around six more A350 passenger jets to Egyptair, industry sources said on Friday.
Neither company immediately responded to a request for comment.
&nbsp;

Contracts

Global

Reuters Cites Sources Saying Airbus In Discussions To Sell Around 6 More A350 Jets To EgyptAir

JetBlue Airways Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) shares were trading lower in the <a href="https://www.benzinga.com/movers">premarket session on Friday.</a>
In fact, most shares of airline stocks are trading lower following Israel&#8217;s strikes on Iran, which have raised fuel prices and clouded <a href="https://www.benzinga.com/markets/market-summary/25/06/45922513/global-markets-slide-as-iran-israel-conflict-heats-up-oil-soars" target="_blank" rel="noreferrer noopener">the travel demand outlook.</a>
The recent crash of an Air India flight, AI171, could <a href="https://www.benzinga.com/markets/equities/25/06/45919464/boeing-faces-fresh-turmoil-as-india-mulls-787-8-grounding-after-fatal-crash-ceo-kelly-cancels-paris-trip-report" target="_blank" rel="noopener">also be pressuring the sector</a>. On Thursday, the flight, which was taking off from the Sardar Vallabhbhai Patel International Airport in Ahmedabad, met with a tragic fate.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/market-summary/25/06/45918802/middle-east-tensions-rattle-markets-us-stock-futures-slide-oil-jumps-8-gold-surges-above-3400-after-israel-strikes-iran" rel="noreferrer noopener">Middle East Tensions Rattle Markets: US Stock Futures Slide, Oil Jumps 8%, Gold Surges Above $3,400 After Israel Strikes Iran</a>
Despite the market winds, JetBlue Airways has launched a new daily nonstop route connecting New York&#8217;s John F. Kennedy International Airport<a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/b45917264/jetblues-first-flight-to-san-pedro-sula-takes-off-today" rel="noreferrer noopener"> to San Pedro Sula, Honduras</a>.
This marks JetBlue&#8217;s first foray into the Honduran market and further expands the airline&#8217;s reach in Latin America and the Caribbean, a region that now accounts for more than one-third of its total capacity.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, JBLU stock has lost over 14% in the past year. Investors can gain exposure to the stock via&nbsp;Themes Airlines ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIRL#NASDAQ">AIRL</a>).
The new route strengthens JetBlue&#8217;s mission to grow its Visiting Friends and Relatives network and improve connectivity in high-demand Central American corridors.
San Pedro Sula, a key economic and cultural center in northern Honduras, is now directly linked to New York via JetBlue&#8217;s daily flights.
Operated with Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) A320 aircraft, the route offers travelers easier access to regional attractions such as the Bay Islands, Roatán, and the historic Copán ruins.
JetBlue said it is the only U.S. carrier offering daily nonstop service between JFK and San Pedro Sula.
JetBlue also confirmed that it is offering limited one-way fares for $119, available exclusively through its official website.
Customers booking on jetblue.com can also take advantage of benefits like access to all fare classes, 2x TrueBlue points, Points Pooling, and upgrade options to Even More space.
Passengers on the new route can expect JetBlue&#8217;s signature in-flight experience, including complimentary snacks and drinks, free high-speed Fly-Fi, individual seatback entertainment as well as spacious economy seating.
With the addition of San Pedro Sula, JetBlue is on track to reach over 40 international destinations by the end of 2025.
Price Action: JBLU shares are trading lower by 4.01% to $4.560 at last check Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://editorial.benzinga.com/wp-admin/post.php?post=949090&amp;action=edit" target="_blank" rel="noreferrer noopener">Trump Issues Stark Warning To Iran To &#8216;Make A Deal&#8217; After Israel&#8217;s Strikes On Nuclear Sites: &#8216;Just Do It Before It&#8217;s Too Late&#8217;</a></li>
</ul>
Photo: Shutterstock

Travel

Movers

AIRL

JBLU

What's Going On With JetBlue Airways Stock Today?

<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>

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:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com//node/45583103" target="_blank" rel="noreferrer noopener">Trump&#8217;s Chosen Air Force One Contractor L3Harris To Pay $62 Million As Settlement For Misleading US Military</a></li>
</ul>
Photo: Shutterstock

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:
<ul class="wp-block-list">
<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

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: 
<ul class="wp-block-list">
<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

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.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<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>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
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.
<figure class="wp-block-embed aligncenter is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<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>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
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
Read More: 
<ul class="wp-block-list">
<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

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

Comments

Airbus

Airbus (EADSY) Options

No option chain data available. Please try again later

Notizie

PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL