Airbus (AIR) News Today

Airbus SE (AIR) shares are trading lower today, weighed down by ongoing engine delivery delays and production setbacks, despite solid first-half profit growth, a defence revenue surge, and positive tariff developments.

• Positive Sentiment: Airbus Defence and Space reported a 17% surge in H1 2025 revenue, driven by strong military and space contracts. Airbus Defence and Space sees 17% revenue surge in H1 2025
• Positive Sentiment: First-half profit climbed 85% to $1.7 billion, reflecting strong operational leverage and cost control. Airbus first-half profit climbs 85% to $1.7 bn
• Positive Sentiment: Airbus reaffirmed its full-year guidance following a US-EU tariff deal, which reduces trade uncertainty for the aerospace sector. Airbus Backs Guidance After Trump, EU Reach Tariff Deal
• Positive Sentiment: CEO says the US-EU deal provides a “safe space” for aerospace, underpinning long-term investment and order visibility. US-EU deal provides safe space for aerospace sector, says Airbus CEO
• Positive Sentiment: H1 2025 results showed profit growth despite delivery and cash-flow headwinds, suggesting operational resilience. Airbus in H1 2025: Profit Up, Deliveries, Cash Flow in Turbulence
• Neutral Sentiment: Airbus sees no increase in A330 production rates until 2029, reflecting tempered long-term capacity plans. Airbus sees no A330 production rate rise until 2029
• Neutral Sentiment: Faced with engine delays, Airbus nonetheless reaffirmed its jet delivery targets, underlining confidence in supply-chain recovery. Airbus faces engine delays but reaffirms jet delivery targets
• Negative Sentiment: Deliveries in July dropped as engine shortages persist, exacerbating delivery backlogs. Airbus Said to Deliver Fewer Aircraft in July Amid Engine Woes
• Negative Sentiment: Engineless jets continue to accumulate on the tarmac, though Airbus maintains its annual delivery target. Airbus sticks to annual delivery target as engineless jets pile up
• Negative Sentiment: Acquisition of Spirit AeroSystems work package has slipped to Q4, delaying planned integration benefits. Airbus’s Spirit AeroSystems work acquisition slips to fourth quarter
• Negative Sentiment: Engine shortages continue to dog production, though the company sticks to full-year delivery targets despite risks. Airbus dogged by engine shortages but sticks to full-year delivery targets