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Russian aircraft market is a reflection of the Boeing-Airbus duopoly. Jet makers face extremely limited direct risk. Risk mostly is with aircraft lessors. For further details see: Boeing And Airbus In Russia: A Data Driven Analysis Of The Airplane Market
Boeing and Airbus production lists show exposure to Russia. Airbus is most exposed with the Airbus A320neo and Airbus A350. Recertification of the Boeing 737 MAX in Russia likely indefinitely delayed. For further details see: Boeing And Airbus Could Lose Billions In Russ...
This article is going to be a thesis-establishing article and informative piece on the Airbus group, the largest single-aisle aerospace manufacturer on earth. This is the European equivalent of Boeing - but without the corresponding scandals and issues. While there is technically ...
Dassault is still very undervalued, and now, European nations are upping their defense budgets starting with the least trigger happy nation of them all: Germany. The Rafale is what European nations need as they start taking a cold war more seriously, which is what we're in now. 6t...
Airbus (OTCPK:EADSF, OTCPK:EADSY) says it is claiming damages of more than $220M from Qatar Airways, in an escalating legal dispute between the two companies. Airbus said in documents made public Monday that it is entitled to compensation for Qatar's refusal to accept two of the planemaker's ...
The following slide deck was published by Airbus SE in conjunction with their 2021 Q4 earnings call. For further details see: Airbus SE 2021 Q4 - Results - Earnings Call Presentation
With the war in Ukraine, I'm taking a look at the high-level implications and guiding toward what would be considered decent targets and considerations. There are negatively and positively impacted sectors to consider. The current environment offers buying opportunities as well as ris...
Boeing and Airbus backlog unlikely to see significant impact if any. Severity and duration of sanctions could cause a knock-on effect with bigger impact on backlogs. Aerospace supply likely to see shifts, but dependency is there to stay. For further details see: Boeing A...
Raytheon Technologies' (RTX -0.2%) Pratt & Whitney unit will delay shipping ~70 jet engines to Airbus (OTCPK:EADSF, OTCPK:EADSY) in Q1, held up by a shortage of metal castings from suppliers, CEO Greg Hayes told the Barclays Industrial Conference. Forgings and castings are among...
Airbus SE (EADSF) Q4 2021 Earnings Conference Call February 17 2021 1:30 AM ET Company Participants Guillaume Faury - Chief Executive Officer Dominik Asam - Chief Financial Officer Helene Le Gorgeu - Head of Investor Relations and Financial Communication Conference Call Participants Celine Fo...
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NTT DOCOMO and Space Compass partners with Airbus on HAPS, committing to a USD$100 million investment in AALTO TOKYO / FARNBOROUGH, June 3, 2024 - (JCN Newswire) - A consortium of Japanese businesses ("the Japanese Consortium") led by NTT DOCOMO, Inc. ("NTT DOCOMO") and Space Compas...
PARIS & SINGAPORE, Feb 5, 2020 - (ACN Newswire) - STREAMWIDE, the specialist in critical communication solutions, today details the agreement and strategic partnership, announced at the end of 2018, with AIRBUS Secure Land Communications (AIRBUS SLC). AIRBUS SLC and STREAMWIDE have signed ...