Company Reports

Airbus primarily generates revenue by manufacturing commercial airliners. It benefits immensely from being in a duopoly with Boeing in the market for aircraft with more than 130 seats; the companies act as a funnel through which practically all such commercial aircraft demand must flow. This allows both companies to actively manage their order backlogs to reduce cyclicality despite the intense cyclicality experienced by their customers, airlines around the world.

Airbus primarily generates revenue by manufacturing commercial airliners. It benefits immensely from being in a duopoly with Boeing in the market for aircraft with more than 130 seats; the companies act as a funnel through which practically all such commercial aircraft demand must flow. This allows both companies to actively manage their order backlogs to reduce cyclicality despite the intense cyclicality experienced by their customers, airlines around the world.

Airbus primarily generates revenue by manufacturing commercial airliners. It benefits immensely from being in a duopoly with Boeing in the market for aircraft with more than 130 seats; the companies act as a funnel through which practically all such commercial aircraft demand must flow. This allows both companies to actively manage their order backlogs to reduce cyclicality despite the intense cyclicality experienced by their customers, airlines around the world.

Airbus reported EUR 20.5 billion in second-quarter sales, with commercial aircraft rebounding 37%, helicopter sales flat, and defense sales up 10% from the year-ago quarter. Earlier disruptions to its assembly line were resolved, allowing Airbus to more than double deliveries to 251 jets.

Airbus reported EUR 12.7 billion in first-quarter sales, with commercial aircraft sales down 11%, helicopter sales flat, and defense sales up 7% from the year-ago quarter. Three unrelated disruptions to its assembly lines led the firm to deliver just 114 jets in the period, 22 fewer than last year.

Airbus primarily generates revenue by manufacturing commercial airliners. It benefits immensely from being in a duopoly with Boeing in the market for aircraft with more than 130 seats; the companies act as a funnel through which practically all such commercial aircraft demand must flow. This allows both companies to actively manage their order backlogs to reduce cyclicality despite the intense cyclicality experienced by their customers, airlines around the world.

Airbus reported EUR 26 billion in fourth-quarter sales, up 5% from 2024, with single-digit growth rates across its commercial jet, defense, and helicopter businesses. The company delivered 793 jets through 2025, just shy of its 820 aircraft goal for the year.

Airbus primarily generates revenue by manufacturing commercial airliners. It benefits immensely from being in a duopoly with Boeing in the market for aircraft with more than 130 seats; the companies act as a funnel through which practically all such commercial aircraft demand must flow. This allows both companies to actively manage their order backlogs to reduce cyclicality despite the intense cyclicality experienced by their customers, airlines around the world.

Investors traded Airbus shares down 6% on Dec. 1 following news that the company had informed customers that a supplier quality-control issue affecting aluminum fuselage panels on several hundred A320 jets is being addressed.

Airbus issued a directive on Nov. 28, followed by regulators, for airlines to immediately roll back a software update on flight computers present in thousands of A320-family jets before operating them again. Most operators were able to patch their affected aircraft overnight by Nov. 29.

Airbus reported EUR 17.8 billion in third-quarter sales, up 14% from 2024, with midteens increases across its commercial jet, defense, and helicopter businesses. The company delivered 507 jets through September, leaving just about one-third to be built in the final quarter.

Airbus primarily generates revenue by manufacturing commercial airliners. It benefits immensely from being in a duopoly with Boeing in the market for aircraft with more than 130 seats; the companies act as a funnel through which practically all such commercial aircraft demand must flow. This allows both companies to actively manage their order backlogs to reduce cyclicality despite the intense cyclicality experienced by their customers, airlines around the world.

Airbus reported essentially flat consolidated sales compared to the first quarter of 2024, led by 22% growth in the combined defense and helicopter businesses and dragged down by a 6% decline in commercial jet revenue and 11 fewer aircraft delivered. Operating profit grew 35% to EUR 1.1 billion.

Airbus primarily generates revenue by manufacturing commercial airliners. It benefits immensely from being in a duopoly with Boeing in the market for aircraft with more than 130 seats; the companies act as a funnel through which practically all such commercial aircraft demand must flow. This allows both companies to actively manage their order backlogs to reduce cyclicality despite the intense cyclicality experienced by their customers, airlines around the world.

Airbus primarily generates revenue by manufacturing commercial airliners. It benefits immensely from being in a duopoly with Boeing in the market for aircraft with more than 130 seats; the companies act as a funnel through which practically all such commercial aircraft demand must flow. This allows both companies to actively manage their order backlogs to reduce cyclicality, despite the intense cyclicality of their customer base.

Airbus reported sales 6% higher than in the first quarter of 2024, led by an 11% increase in its defense business and a 4% increase in revenue on six fewer aircraft delivered in the commercial business. Adjusted operating profit of EUR 624 million rose 8% on EUR 13.5 billion consolidated revenue.

Airbus primarily generates revenue by manufacturing commercial airliners. It benefits immensely from being in a duopoly with Boeing in the market for aircraft with more than 130 seats; the companies act as a funnel through which practically all such commercial aircraft demand must flow. This allows both companies to actively manage their order backlogs to reduce cyclicality, despite the intense cyclicality of their customer base.

We modeled a scenario in which the sweeping tariffs on US imports announced on April 2 by President Trump, including 20% on those from the European Union, persist until January 2029. We assume reciprocal tariffs on US exports to the EU for this exercise.

President Trump imposed new 20% tariffs on US imports from the EU with the stated intention of boosting domestic manufacturing. Though Airbus jets sold to US customers generated nearly one quarter of its 2024 revenue, most of them were assembled in Alabama, powered by US-made engines.

Airbus primarily generates revenue by manufacturing commercial airliners. It benefits immensely from being in a duopoly with Boeing in the market for aircraft with more than 130 seats; the companies act as a funnel through which practically all such commercial aircraft demand must flow. This allows both companies to actively manage their order backlogs to reduce cyclicality, despite the intense cyclicality of their customer base.