Airbus (EURONEXT:AIR) is balancing record H1 deliveries and a Citi-backed push toward an 870-plane annual target with Spain strikes threatening inspections and delivery timing, even as it expands tech (hydrogen JV with MTU) and wins US helicopter contracts amid shifting regional demand.
Previous Week Recap
- Airbus Strikes Threaten Production: Airbus (AIR) saw month‑long strikes at Getafe and wider SIPA walkouts in Spain affecting inspections and engineering, risking delivery delays and pressure on its 870‑jet annual production target.
- H1 2026 Deliveries Hit High: Airbus (AIR) delivered 351 aircraft in H1 2026, its best first half since 2019, citing catch-up on delayed China deliveries and easing engine supply issues; projected continued monthly deliveries.
- June Deliveries Support Target: Citi says strong June deliveries could help Airbus hit its 870-plane annual target. Airbus shares traded near €196.12, down about 0.7%—key for traders monitoring supply and price moves.
- Hydrogen Propulsion JV Planned: Airbus and MTU plan a joint venture to develop commercial hydrogen fuel-cell propulsion, targeting operations from 2027. Work includes tech development, testing and certification, pending approvals.
- Regional Demand Revisions: Airbus updated regional demand: India domestic traffic forecast raised to 9.1% (from 8.9%), China cut to 4.7% (from 5.4%), and Middle East hubs moving toward normal volumes.
- US Contract For H125: Airbus (AIR) won a U.S. contract to deliver 10 H125 helicopters to U.S. Customs and Border Protection for law enforcement and border security. Aircraft to be built in Columbus, Mississippi.
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