- Airbus (AIR) targets €12–13B adjusted EBIT by 2029, keeps 2026 guidance, plans €5B buyback, production ramps (A220, A320, A330, A350) and ~870 commercial deliveries this year
- SMBC Aviation Capital placed a firm order with Airbus for 100 A320neo-family aircraft—65 A321neo and 35 A320neo—with deliveries scheduled to begin in the first half of the next decade.
- Airbus CEO Lars Wagner said Airbus may boost A350 output well above the current 12 jets/year target, signaling management is considering a materially higher production rate for the A350.
- Airbus approved a €5B share buyback to run over three years pending shareholder approval; size and multi-year plan announced, execution will follow the shareholder vote.
- Airbus may stretch the A350 into an A350-2000 with a higher‑thrust engine. Decision due within 12 months; development could take ~6–7 years, with deliveries possible in early 2030s.
- Airbus says it seeks extra Pratt & Whitney engines for 2027 deliveries after supplier strain and expects added CFM engines to meet contracted quantities.
- Airbus said Philippine Airlines signed an MoU for nine A350-1000s, doubling its A350-1000 orders to 18; deliveries start by early 2030. Airbus reports 1,595 A350 firm orders through June 2026.
- Pratt & Whitney says engine-related groundings fell 40% from peak. A220 groundings near zero; A320neo improving. Largest grounded A220 fleet (~500 jets) expected to clear in coming months.
- Airbus said BermudAir (via Odyssey) ordered 10 A220-300s, booked in March and revealed at Farnborough. BermudAir plans to expand its A220 fleet to up to 20 jets by 2030.
- Airbus will test folding wings for next‑gen commercial jets to enable longer, thinner composite wings for better fuel efficiency; tests focus on folding‑wing design and airport compatibility limits.
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Key facts: Airbus €12–13B EBIT; SMBC orders 100 A320neo; A350 output
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Airbus (AIR) targets €12–13B adjusted EBIT by 2029, keeps 2026 guidance, plans €5B buyback, production ramps (A220, A320, A330, A350) and ~870 commercial deliveries this yearSMBC A