Airbus SE (EURONEXT:AIR) delivered about 350 jets in H1 and aims for roughly 870 in 2024 as H2 ramps, won a firm SAS order for 18 A330-900neos amid a potential 40-plane buy, faces FCAS program risk after Franco-German disputes, and sold H135s to boost Nigerian medevac capability.
Previous Week Recap
- Airbus H1 Jet Deliveries Outlook: Airbus (AIR) delivered ~350 commercial jets in H1 — 87 in June — implying a ~870 full-year target if H2 adds ~520 jets amid ongoing supply-chain challenges.
- Airbus Bags SAS A330-900neo: Airbus booked a firm order from SAS for 18 A330-900neo widebodies, part of SAS’s plan to buy up to 40 Airbus widebodies; deal value was not disclosed.
- FCAS Project Ends Amid Disputes: Airbus SE (AIR) faces program risk as France, Germany and Spain end the Future Combat Air System (FCAS) project after Airbus and Dassault disputes over workshare.
- Airbus Helicopters Supplies Nigerian Ops: Airbus Helicopters sold two H135s to Kasi Healthcare for Nigerian air-medical ops; Airbus will provide support and maintenance training to build local operational capacity.
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