Airbus

Note: This is a daily stock update and the information stands true as of 09/07/25, 09:00 CET.

Company Update:
Airbus just released its June numbers: 63 aircraft delivered, down from 67 in June last year, bringing the H1 total to 306 vs. 323 in H1 2024: that is 17 fewer jets yoy. Despite this shortfall, the group maintained its ambitious 820 delivery target for the full year, reiterated at the Paris Air Show. This leaves over 500 aircraft to be delivered in H2, implying a steep ramp-up in production and logistics, a challenging task even for Airbus.

Expert Opinion: 
The ramp-up is proving more difficult than expected, notably with the ongoing issues with suppliers. Yet the company confirmed tit delivery target couple of weeks ago at the Paris Air Show. While it is possible they didn't want to spoil the mood by revising down their target, it is also possible they genuinely believe they will achieve the expected ramp-up. In any case, this isn't an issue in our expert's opinion. The ramp-up will occur gradually and the fundamentals of the market remain unchanged. The oligopoly structure (Boeing and Comac) remains, and the demand remains structurally higher than production capacity. Airbus is gaining market shares because of Boeing's predicaments and Comac clients remain Chinese. Airbus is still a core Buy and hold in his opinion, and he would buy some more should stock drop today. 


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