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EUROPEAN AERONAUTIC

Airbus

Airbus is a global aerospace and defense firm that designs, develops, and manufactures commercial and military aircraft, as well as space launch vehicles and satellites. The company operates three divisions: commercial, defense and space, and helicopters. Commercial offers multiple configurations of aircraft ranging from the narrow-body (120-200 seats) A220 and A320 series to the much larger A330 and A350 wide-body models. The defense and space segment supplies governments with military hardware, including transport aircraft, aerial tankers, and the Eurofighter Typhoon multirole jet. The helicopter division manufactures turbine helicopters for the civil and public markets.

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Airbus reported strong 2024 results with revenue and EBIT increase. Orders fell but order book grew. Dividend proposed for 2024.

Airbus Q4 Earnings: Revenue Surges 8%, Order Intake Value Declines And More



AAR Corp (NYSE:AIR) is a leading aviation services provider for commercial and government customers worldwide. They offer aftermarket aircraft support for airlines, OEMs, fleets, military agencies, and operators. The

AAR Corp Jets Higher on Robust Demand for Aircraft Components

Airbus SE

According to Airbus, the A321XLR burns 30% less fuel per seat than previous generation aircraft. Globally, 13 customers have selected GTF engines to power 217 A321XLR aircraft, with Wizz Air expected to be the first operator. To date, more than 2,200 GTF-powered aircraft have been delivered to over 80 customers worldwide. The next configuration of the engine, the GTF Advantage, is particularly well suited for the A321XLR, delivering higher take-off thrust and offering even better operating economics.

European Aviation Safety Agency Certifies Airbus A321XLR With Pratt & Whitney GTF Engines, Paving the Way For Entry Into Service

Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) reported fourth-quarter <a href="https://www.airbus.com/en/investors/financial-results" target="_blank" rel="noreferrer noopener">revenue </a>rising 8% year-over-year to 24.716 billion euros, <a href="https://www.benzinga.com/earnings">above the consensus of 24.567 billion euros.</a>
EBIT Adjusted for the quarter rose by 16%, driven by higher commercial aircraft deliveries, reduced R&amp;D expenses, and strong performance in Airbus Helicopters&#8217; programs and services.
Earning per share was 3.07 euros, up from 1.85 euros YoY, beating the consensus of 2.43 euros.
Quarterly sales by segments: Airbus 17.767 billion euros (+9% YoY), Airbus Helicopters 3.066 billion euros (+15% YoY), and Airbus Defence and Space 4.473 billion euros (+3% YoY).
Order intake for the year fell to 103.5 billion euros (2023: 186.5 billion euros), while the order book grew to 629 billion euros (2023: 554 billion euros), driven by a book-to-bill ratio above 1 and a stronger U.S. dollar.
&#8220;We achieved strong order intake across all businesses in 2024, with a book-to-bill well above 1, confirming the solid demand for our products and services. We delivered on our 2024 guidance in what was a testing year for Airbus,&#8221; said Guillaume Faury, Airbus Chief Executive Officer.
For fiscal 2024, Consolidated revenue rose 6% YoY to 69.2 billion euros, driven by higher commercial aircraft deliveries (766 vs. 735 in 2023), with Airbus&#8217; commercial aircraft revenue up 6% to 50.6 billion euros.
2024 Segment Performance: Airbus Helicopters&#8217; revenue grew 8% to 7.9 billion euros with 361 deliveries (2023: 346), while Airbus Defence and Space revenue increased 5% to 12.1 billion euros, supported by Air Power, with seven A400M deliveries.
Airbus stated that the A320 Family ramp-up continues, targeting 75 aircraft per month by 2027, while A330 production stabilizes at four per month. Supply chain challenges, especially with Spirit AeroSystems, are impacting A350 and A220 ramp-ups.
The A350 targets 12 per month by 2028, with its freighter variant now expected in H2 2027, while the A220 aims for 14 per month in 2026.
The company recorded a 121 million euro charge for the A400M program due to contract updates and production risks. The company is evaluating order impacts on manufacturing, while technical qualification risks remain stable from 2023.
Dividend: The company stated that its Board will propose a 2.00 euro per share dividend and a 1.00 euro special dividend for 2024, with payment set for April 24, 2025, pending approval at the April 15 AGM.
The company expects no major disruptions to trade, economy, air traffic, supply chain, or operations, excluding potential new tariffs. Spirit AeroSystems integration impact is factored in, assuming a July 1, 2025, closing.
2025 Outlook: Airbus aims for ~820 commercial aircraft deliveries, ~7.0 billion euros in EBIT Adjusted, and ~ 4.5 billion euros in Free Cash Flow <a href="https://www.benzinga.com/calendars/guidance">before Customer Financing.</a>
Also Read:
<ul>
<li><a href="https://www.benzinga.com//node/43843159" target="_blank" rel="noreferrer noopener">Trump Considers Alternatives For Air Force One Planes Besides Boeing, Says He&#8217;s &#8216;Not Happy,&#8217; But Dismisses Airbus</a></li>
</ul>
Photo via Shutterstock.

Outlook&nbsp;
As the basis for its 2025 guidance, the Company assumes no additional disruptions to global trade or the world economy, air traffic, the supply chain, the Company's internal operations, and its ability to deliver products and services. The guidance excludes the impact of potential new tariffs on the Company's business. The Company's 2025 guidance includes the impact of the integration of certain Spirit AeroSystems work packages on its EBIT Adjusted and Free Cash Flow before Customer Financing, based on preliminary estimates and a closing assumption as of 1 July 2025.&nbsp;
On that basis, the Company targets to achieve in 2025:&nbsp;
● Around 820 commercial aircraft deliveries;
● EBIT Adjusted of around € 7.0 billion;&nbsp;
● Free Cash Flow before Customer Financing of around € 4.5 billion. Preliminary assumptions of the impact of the integration of certain Spirit AeroSystems work packages:&nbsp;
● EBIT Adjusted: broadly neutral;&nbsp;
● Free Cash Flow before Customer Financing: mid triple digit negative; Net cash broadly neutral as the compensation to be received from Spirit AeroSystems will offset the FCF negative impact.

Airbus 2025 Outlook: Targets Around 820 Aircraft Deliveries, €7B EBIT Adjusted, And €4.5B Free Cash Flow Before Customer Financing

Airbus (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) reported quarterly earnings of €3.07 per share which beat the analyst consensus estimate of €2.43 by 26.34 percent. This is a 65.95 percent increase over earnings of €1.85 per share from the same period last year. The company reported quarterly sales of €24.716 billion which beat the analyst consensus estimate of €24.567 billion by 0.61 percent. This is a 8.00 percent increase over sales of €22.886 billion the same period last year.

Earnings Beats

Airbus Q4 2024 GAAP EPS €3.07 Beats €2.43 Estimate, Sales €24.716B Beat €24.567B Estimate

<a href="https://www.globenewswire.com/Tracker?data=0UJ7gLqWoLmQSl6FAlU977d2P9oXvljEh3FdjDWaN2mHq041dP9zFCV8LKcWnxtq_yaU7JnSGyWqBBYNLXZtN7SU_1cpAOnHFhHaTs1BKmE=">Gogo Business Aviation</a> (NASDAQ:<a href="https://www.benzinga.com/stock/GOGO#NASDAQ">GOGO</a>) |<a href="https://www.globenewswire.com/Tracker?data=QLV8jQwxbYAGb80eIkth3J9ATgHNwhhsqlqKp5Mg0oF8-B4PAyqyFWxH8VCbsKixrgnBey5z_Umdd80rS8xhXKJ_ZdBxDXW-xPAgMAbZLfA=">Satcom Direct</a> today announced the finalizing of a multifaceted Memorandum of Understanding (MoU) with Airbus. The MoU confirms the two organizations&#39; aim to leverage the full potential of the Gogo Air-to-Ground (ATG), FlightDeck Freedom, and Gogo Galileo satellite connectivity solutions to deliver low-latency, high-speed broadband internet to Airbus ACJ operators.
The joint commitment, once firmed up, will allow Airbus&#39; ACJ Connect Link customers to benefit from ATG and Gogo Galileo Half Duplex (HDX) and Full Duplex (FDX) terminals provided as retrofit options on all Airbus ACJ types. In addition, it will include the full suite of Gogo|SD added value services, including cybersecurity services, crew training and 24/7/365 customer support.
Powered by the Eutelsat OneWeb Low Earth Orbit, LEO constellation, which is the only LEO network delivering enterprise-grade aviation solutions, Gogo will supply Airbus ACJ operators with its next-gen phased array antennas to integrate into Airbus&#39; ACJ Connect Link solution. With a small form factor and fewer components, minimal downtime is required to equip the airframe, enabling rapid access to high-speed cabin connectivity, flight deck services and inflight entertainment.

GOGO

Gogo Business Aviation And Satcom Direct Announce MoU With Airbus To Enhance Connectivity Solutions For ACJ Operators With High-Speed Broadband

Triumph Group, Inc. (TRIUMPH) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGI#NYSE">TGI</a>) Actuation Products and Services business delivered over $28M in aftermarket shipments in its Fiscal Year to date in support of Boeing 787 and Airbus A380 Landing Gear overhaul activity, the highest level achieved to date. TRIUMPH designed, provides, and services the entire landing gear hydraulic actuation suite for both the B787 and A380 aircraft. TRIUMPH's Boeing 787 landing gear system includes nose wheel steering, extend and retract actuation, truss bracing, truck positioning, uplocks, door actuation, control valves and a ground service panel.
As early production units of the Boeing 787 fleet reach 12 years in service, demand for mandatory heavy landing gear overhaul requirements is triggered. Over 500 aircraft are expected to be inducted over the next 5 years for landing gear maintenance. The expanded use of the A380 platform in support of increasing commercial air traffic also benefitted TRIUMPH's aftermarket sales, particularly for wing landing gear and body landing gear actuation components.&nbsp;&nbsp;&nbsp;

Triumph Reports $28M in Aftermarket Sales For Boeing 787 And Airbus A380 Landing Gear Overhauls; Expects 500+ Aircraft Inductions Over Next 5 Years For Landing Gear Maintenance

<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.starlux-airlines.com%2F&amp;esheet=54175823&amp;newsitemid=20250109390603&amp;lan=en-US&amp;anchor=STARLUX+Airlines&amp;index=1&amp;md5=53df885c74706717944ce68bd7a7233b">STARLUX Airlines</a>, in partnership with <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.airbus.com%2Fen&amp;esheet=54175823&amp;newsitemid=20250109390603&amp;lan=en-US&amp;anchor=Airbus&amp;index=2&amp;md5=2600c2d3633ad69892f28b7ac70211af">Airbus</a>, and <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.rolls-royce.com%2F&amp;esheet=54175823&amp;newsitemid=20250109390603&amp;lan=en-US&amp;anchor=Rolls-Royce&amp;index=3&amp;md5=bd3bcd17be70c33e5d365226d8d46d0c">Rolls-Royce</a>, today announced the execution of an option for five A350F freighters, doubling its freighter fleet to 10 aircraft. This strategic move positions STARLUX as one of the largest purchasers of the A350F model. This order builds upon the purchase agreement signed last year at the 2024 Singapore Airshow. A formal signing ceremony held at the STARLUX Flight Operations Center in Taiwan marked the formalization of the purchase agreement.

RYCEY

Reported Earlier, STARLUX Airlines Expands Freighter Fleet with Order for Five Additional Airbus A350F Aircraft

European aerospace companies are bracing for &#8220;very strong&#8221; protectionism in the United States as Donald Trump prepares to take office. Guillaume Faury, CEO of Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>), voiced his concerns about the potential impact on the industry.
What Happened: Faury, who also leads France&#8217;s GIFAS aerospace association, noted that supply chains are still recovering from the pandemic&#8217;s disruptions, Reuters reported on Thursday. While the European aerospace sector is witnessing robust demand for commercial aircraft and increased defense spending, it faces challenges like overcapacity and job reductions in the satellite industry.
As Trump&#8217;s inauguration approaches, the industry anticipates a significant shift toward protectionism. Trump has previously threatened tariffs on foreign goods to prioritize American interests. Faury also pointed out the European defense sector&#8217;s struggle with financing shortages, despite ongoing conflicts such as the one in Ukraine.
He urged the French government, led by Prime Minister Francois Bayrou, to maintain support for research on emissions reduction and to ease corporate charges, warning against repeating past mistakes seen in other industries.
Why It Matters: The prospect of a Trump presidency has raised concerns in Europe about the <a href="https://www.benzinga.com/general/market-summary/24/11/41819604/trump-presidency-raises-concerns-about-european-recession">potential for a new round </a>of tariffs, which could trigger an economic recession. Analysts have issued pessimistic outlooks for European economic growth following Trump&#8217;s election victory.
Trump&#8217;s win has also sparked a &#8220;reshoring&#8221; rally, with stocks of companies <a href="https://www.benzinga.com/news/global/24/11/41857487/exclusive-trump-victory-triggers-reshoring-rally-as-supply-chain-security-outweighs-cost">focused on bringing production</a> back to the U.S. surging sharply. This trend is driven by expectations of protectionist policies.
Furthermore,&nbsp;Goldman Sachs&nbsp;analysts have <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/42888800/goldman-sachs-flags-market-correction-risk-as-inflation-trump-policies-stir-uncertainty">flagged a near 30% probability</a> of market corrections due to rising inflation pressures, trade tensions, and political uncertainty ahead of Trump&#8217;s second term. These factors could lead to deeper market volatility and weaker forward returns for equities.
Disclaimer: This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
Image via Wikimedia Commons

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Airbus CEO Warns Of 'Very Strong' US Protectionism Under Trump

Qatar Air Seeks To Drop Boeing 737s After Making Up With Airbus

<a href="https://www.airbus.com/en/newsroom/press-releases/2024-12-air-india-discloses-100-airbus-aircraft-order-and-services-contract" title="https://www.airbus.com/en/newsroom/press-releases/2024-12-air-india-discloses-100-airbus-aircraft-order-and-services-contract">https://www.airbus.com/en/newsroom/press-releases/2024-12-air-india-discloses-100-airbus-aircraft-order-and-services-contract</a>

Reported Earlier: Tata-Owned Air India Confirms Order For 10 A350s And 90 A320 Aircraft, Expanding Total Airbus Orderbook To 344

Including Advanced Avionics, 131-9A Auxiliary Power Units, And Industry-Leading Systems To Enhance Efficiency, Safety, And Pilot Situational Awareness

Honeywell Cockpit Technologies And Mechanical Systems Selected By Avianca For New Airbus A320neo Fleet

-Goldman Sachs Industrials and Materials Conference&nbsp;&nbsp;&nbsp;&nbsp;

Southwest Airlines CEO Says Boeing, Airbus Issues Constraining The Industry

Airbus To Cut Just Over 2,000 Jobs In Defence And Space Division, Compared With Original Estimate Of Up To 2,500 Job Cuts; Airbus To Cut Around 1,130 Jobs In Space Systems And 250 Jobs In Air Power

French Prime Minister Michel Barnier faces a critical vote of no confidence tomorrow (Dec. 4) after invoking Article 49.3 to pass a controversial 2025 austerity budget <a href="https://www.benzinga.com/topic/france">without parliamentary approval</a>.
The move, designed to address France's soaring deficit with $42 billion in spending cuts and $21 billion in tax hikes, has polarized the fractured National Assembly. Marine Le Pen's National Rally and the leftist New Popular Front have united in opposition, calling for Barnier's ouster. In on interview on TV today, Barnier warned that if the motion succeeds, millions of French citizens could face economic instability, including rising interest rates and tax hikes, <a href="https://www.theguardian.com/world/live/2024/dec/03/france-no-confidence-motion-government-budget-michel-barnier-latest-updates">per</a> the Guardian.
A failure to secure support would result in Barnier's government being the shortest-lived in modern French history, he only took office in September, further destabilizing the eurozone. President Emmanuel Macron would then need to appoint a new prime minister to navigate the <a href="https://www.benzinga.com/news/24/07/39657677/french-elections-take-a-surprising-turn-as-left-poised-for-victory-what-does-that-mean-for-the-marke">deeply divided parliament</a>.
France has often been a volatile market for foreign companies, but its size, manpower, favorable geographical position, and pole position in global tourism have made it a lucrative economy.
The following publicly listed companies have exposure to the French economy.
McDonald's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>) has been operating in France since 1972. Since then, it has grown into a network of 1,485 restaurants — the most in Europe — generating billions in revenue. However, the franchise got caught evading taxes after a trade union asked the company to raise wages and introduce profit-sharing bonuses. Eventually, the firm <a href="https://drupal-cloudfront.benzinga.com/news/22/06/27724606/mcdonalds-agrees-to-settle-french-tax-case-for-1-3b-wsj">paid a $1.3 billion fine</a>.
Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) opened its resort in Paris in 1992, growing it into one of the top attractions in Europe. Around 16.1 million tourists visited the park in 2023, generating $343 million in profits. The park is the largest single-site employer in the country, with 17,000 workers — making it prone to strikes that last occurred in 2023. Despite its popularity, the park has been a problematic part of Disney's portfolio and is often a drain on its resources.
IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) has a long-standing relationship with France as one of the IT pioneers that expanded overseas seeking foreign talent.  Nowadays, IBM has over 7,000 employees in the country, working on technology services, cloud computing, AI and digital transformation solutions for businesses.
Carmaker Stellantis NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) has a vital presence in the country, owing to its origins in the French PSA Group. It is the fourth largest automotive firm by sales, managing established brands like Citroen, Peugeot and DS Automobiles. Stellantis currently has five operating factories in different regions, producing at least 14 different models.
For investors monitoring broad exposure to domestically incorporated French companies there is iShares MSCI France ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWQ#NYSE">EWQ</a>). It holds 60 largest French companies, including market leaders such as LVMH Moet Hennessy Louis Vuitton SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/LVMUY#OTC">LVMUY</a>), Schneider Electric, TotalEnergies SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TTE#NYSE">TTE</a>) and Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>).
Read Next:<a href="https://www.benzinga.com/news/global/24/12/42301885/south-korea-etfs-won-pare-losses-as-yoon-makes-u-turn-on-martial-law-declaration"> </a> • <a href="https://www.benzinga.com/news/global/24/12/42301885/south-korea-etfs-won-pare-losses-as-yoon-makes-u-turn-on-martial-law-declaration">South Korea ETFs, Won Pare Losses As Yoon Makes U-Turn On Martial Law Declaration</a>

Photo: Shutterstock

Government

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Eurozone

Politics

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LVMUY

STLA

Key Stocks, ETF To Watch As French Government Faces No-Confidence Vote

The commercial aerospace sector is gaining altitude, driven by surging demand for passenger travel, robust freight activity, and a <a href="https://www.benzinga.com/topic/expert-ideas">resurgence in aircraft orders</a>.
According to Goldman Sachs analyst Noah Poponak, CFA, air traffic recovery is exceeding expectations, with growth now outpacing GDP by more than double. 
The sector&#8217;s strong fundamentals, buoyed by tight supply chains and rising aftermarket revenues, are positioning key aerospace stocks for a significant takeoff.
Here&#8217;s what you need to know — and the top stocks analysts say you should have on your radar.
<h3 class="wp-block-heading">Air Traffic Surpasses Pre-Pandemic Levels</h3>
&#8220;The overall commercial aerospace market is fundamentally strong,&#8221; said Poponak in a note Thursday. 
Global passenger traffic continues its remarkable climb as international air traffic jumped 9% year-over-year (yoy) in September, following an 11% yoy increase in August, according to the International Air Transport Association (IATA). Passenger capacity rose in lockstep, up 9% and 10% yoy, respectively.
Goldman Sachs forecasts another 9% yoy gain for October based on airline reports. 
Forward airline schedules indicate that global passenger capacity will grow by 6% to 7% year-over-year through November, December, and January, reflecting sustained demand as travel appetite remains strong.
<h3 class="wp-block-heading">Freight Market Delivers Double-Digit Growth</h3>
The recovery isn't limited to passengers. International freight traffic surged 11% yoy in September, following a 12% yoy gain in August, with freight capacity expanding by 8% yoy in both months. 
Major cargo players FedEx Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) and United Parcel Service Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) also saw gains, with UPS reporting 11% yoy growth and FedEx posting a 3% yoy increase in global air cargo traffic.
<h3 class="wp-block-heading">Boeing, Airbus Rack Up Orders</h3>
Large commercial jet manufacturers are riding the wave of demand. In October alone, Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) secured 63 new orders, while Airbus SE (OTCPK: EADSY) booked 82 aircraft orders—both with zero cancellations. 
&#8220;New aircraft order campaigning activity appears to remain robust, for both growth and replacement,&#8221; Poponak wrote. 
Parked aircraft, which currently make up 11.8% of the total global fleet, remained flat month-over-month, further reflecting high utilization levels as airlines capitalize on the recovery in passenger and freight traffic.
<h3 class="wp-block-heading">Goldman Sachs' Top Stock Picks</h3>
Goldman Sachs&#8217; Poponak highlighted 11 buy-rated stocks that stand to benefit from the industry's resurgence. These include large aircraft manufacturers, component suppliers, and business jet producers.
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Company</th>
<th>Category</th>
</tr>
</thead>
<tbody>
<tr>
<td>Woodward Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WWD#NASDAQ">WWD</a>)</td>
<td>Aerospace Systems</td>
</tr>
<tr>
<td>Boeing Co.</td>
<td>Large Aircraft</td>
</tr>
<tr>
<td>TransDigm Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDG#NYSE">TDG</a>)</td>
<td>Aircraft Components</td>
</tr>
<tr>
<td>GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>)</td>
<td>Engine Manufacturing</td>
</tr>
<tr>
<td>HEICO Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HEI#NYSE">HEI</a>)</td>
<td>Aircraft Parts</td>
</tr>
<tr>
<td>Howmet Aerospace Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NYSE">HWM</a>)</td>
<td>Aerospace Materials</td>
</tr>
<tr>
<td>Ducommun Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCO#NYSE">DCO</a>)</td>
<td>Aerospace Electronics</td>
</tr>
<tr>
<td>CAE Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAE#NYSE">CAE</a>)</td>
<td>Simulation &amp; Training</td>
</tr>
<tr>
<td>Bombardier Inc. (OTCPK: BOMBF)</td>
<td>Business Jets</td>
</tr>
<tr>
<td>Embraer S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>)</td>
<td>Regional Aircraft</td>
</tr>
<tr>
<td>Textron Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TXT#NYSE">TXT</a>) </td>
<td>Business Jets &amp; Helicopters</td>
</tr>
</tbody>
</table>
</figure>
Among these, Woodward (WWD) is singled out for its placement on Goldman's &#8220;Conviction List,&#8221; while Boeing remains a flagship name for its leadership in large commercial jets.

Analyst Color

Mid Cap

BOMBF

Embraer-Empresa Brasileira De Aeronautica

Aerospace Ready To Take Off: Goldman Sachs Reveals 11 Top Picks In The Sector

<a href="https://www.bloomberg.com/news/articles/2024-11-19/airbus-ceo-says-year-end-delivery-goal-is-a-tough-journey">https://www.bloomberg.com/news/articles/2024-11-19/airbus-ceo-says-year-end-delivery-goal-is-a-tough-journey</a>
Airbus SE Chief Executive Officer Guillaume Faury said that hitting a goal of 770 aircraft deliveries this year will be a sprint over the final weeks as the planemaker pushes to reach an already reduced target.
"I've seen too many years where we had the last minute," Faury said in an interview in Brussels, where he was attending a conference. "It's a tough journey and we're a bit late compared to what we were expecting. 770 is still our reference and we're working against that reference, and hopefully it's going to work."

"Airbus CEO Says Year-End Delivery Goal Is 'A Tough Journey'" - Bloomberg News

Vietnam Airlines plans to issue requests for proposals in 2025 to acquire 50 new narrowbody jets, according to CEO Le Hong Ha. 
What Happened: The national carrier previously signed a provisional agreement with Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) for 50 737 MAX jets, but a final decision has yet to be reached as other manufacturers, including Airbus (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSF#OTC">EADSF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) and China's COMAC, remain in contention, Reuters reported. 
Vietnam Airlines currently operates a narrowbody fleet exclusively composed of Airbus models. With the airline projecting a need for 170 new aircraft by 2035, COMAC&#8217;s C919 could also be considered amid growing interest from Chinese manufacturers in the Vietnamese market.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/11/41929909/dow-sp-decline-ahead-of-key-inflation-data-tesla-trump-media-slides-fear-index-remains-in-greed-zone">Dow, S&amp;P Decline Ahead Of Key Inflation Data, Tesla, Trump Media Slides: Fear Index Remains In &#8216;Greed&#8217; Zone</a></li>
</ul>
Image Via Unsplash
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/topic/Kaustubh-Bagalkote" target="_blank" rel="noreferrer noopener">Kaustubh Bagalkote</a>

Boeing Is Up Against Airbus And China's COMAC As Vietnam Airlines Seeks Bids For 50 Planes In 2025

Airbus Close To Agreement As Early As Today With Spirit Aerosystems On Fresh Funding And Revised Payment Terms

<a href="https://curtisswright.com/news/press-releases/news-release-details/2004/Honeywell-And-Curtiss-Wright-Develop-Cockpit-Voice-Recorders-To-Help-Boeing-Airbus-Meet-New-25-Hour-Safety-Mandate" title="https://curtisswright.com/news/press-releases/news-release-details/2004/Honeywell-And-Curtiss-Wright-Develop-Cockpit-Voice-Recorders-To-Help-Boeing-Airbus-Meet-New-25-Hour-Safety-Mandate">https://curtisswright.com/news/press-releases/news-release-details/2004/Honeywell-And-Curtiss-Wright-Develop-Cockpit-Voice-Recorders-To-Help-Boeing-Airbus-Meet-New-25-Hour-Safety-Mandate</a>

Honeywell And Curtiss-Wright Launch HCR-25 Cockpit Voice Recorder For Boeing And Airbus To Meet FAA's 25-Hour Recording Mandate

Taiwan&#8217;s China Airlines is reportedly on the verge of splitting a substantial order for long-haul passenger jets between Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) and Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>). This decision aligns with the recent U.S. presidential election outcome, where Republican Donald Trump reclaimed the presidency.
What Happened: The airline is evaluating Boeing&#8217;s 777X and Airbus&#8217;s A350-1000 models to replace its existing fleet of 10 Boeing 777-300ERs. The order could encompass up to 20 passenger jets, potentially divided equally between the two manufacturers. The decision on freighters remains uncertain, influenced by the political climate post-U.S. elections, Reuters reported on Thursday.
The estimated value of this passenger jet order is approximately $4 billion, considering standard industry discounts, as reported by aviation consultancy Cirium Ascend. The airline&#8217;s board is yet to finalize the decision, with no confirmation on the exact number and types of planes involved.
See Also: <a href="https://www.benzinga.com/news/24/11/41704893/steve-ballmer-is-betting-40m-on-facts-as-heated-trump-harris-battle-reaches-peak-crescendo-how-ex-mi?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Steve Ballmer Is Betting $40M On Facts As Heated Trump-Harris Battle Reaches Peak Crescendo — How Ex-Microsoft CEO Aims To Rescue American Democracy With Data</a>
China Airlines, primarily owned by the Taiwan government, previously ordered 16 Boeing 787-9s in 2022. Despite past concerns, Taiwan&#8217;s government remains optimistic about maintaining robust relations with the U.S. under Trump&#8217;s leadership. The airline&#8217;s chairman, Hsieh Shih-chien, stressed that fleet decisions are made independently of political influence.
Why It Matters: The aerospace industry has been under scrutiny, with companies like Boeing and Airbus facing questions about their high valuations. Defense and aerospace stocks have shown a <a href="https://www.benzinga.com/markets/equities/24/10/41342896/aerospace-stocks-face-tough-questions-can-boeing-ge-airbus-justify-sky-high-valuations">remarkable 22% return</a> year-to-date, driven by geopolitical tensions.
Additionally, <a href="https://www.benzinga.com/markets/equities/24/11/41736062/boeing-workers-end-seven-week-strike-by-accepting-new-contract-with-major-pay-increases">Boeing&#8217;s recent labor agreement</a> ended a seven-week strike, securing significant pay increases for workers, which could impact production costs. Meanwhile, <a href="https://www.benzinga.com/news/24/10/41273419/airbus-announces-85-new-orders-pointers-show-air-india-is-purchaser-report">Airbus&#8217;s recent orders</a> highlight its strong market position, with 85 new orders reported in September.
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/topic/Pooja-Rajkumari" target="_blank" rel="noreferrer noopener">Pooja Rajkumari</a>

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