La catena delle opzioni mostra i dati chiave delle opzioni azionarie di Airbus a vari prezzi di esercizio e date di scadenza. I trader utilizzano queste informazioni per analizzare potenziali operazioni e valutare il sentiment del mercato per Airbus..

Airbus (OTC:EADSY) Azioni, Catena delle Opzioni

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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Global

General

European Aeronautic Defence And Space Unsponsored

EADSY

Il settore aerospaziale europeo esprime preoccupazioni per il protezionismo USA, con implicazioni per la competitività globale.

Al CEO di Airbus non piace Donald Trump: ecco il motivo

Airbus SE

Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) just found itself in a high-altitude storm as newly announced tariffs add turbulence to its already complex supply chain. JPMorgan analyst Seth M. Seifman warns of &#8220;increased risk to estimates and multiples,&#8221; as rising costs and potential trade retaliation threaten <a href="https://www.benzinga.com/topic/aerospace">the aerospace giant</a>'s outlook.
Read Also: <a href="https://www.benzinga.com/25/04/44580705/boeing-charting-a-quiet-comeback-aircraft-maker-bags-five-major-contracts-in-last-10-days-heres-what-its-chart-shows">Boeing Charting A Quiet Comeback? Aircraft Maker Bags Five Major Contracts In Last 10 Days: Here&#8217;s What Its Chart Shows</a>
<h2 class="wp-block-heading">Supply Chain Headwinds: A 787-Sized Problem?</h2>
Boeing's exposure to global suppliers is significant, particularly on its widebody jets like the 787 Dreamliner. Components from Italy's Leonardo and Japan's Mitsubishi, Kawasaki, and Fuji contributed an estimated $1.8 billion in sales to Boeing last year. 
With tariffs now looming, Seifman notes that Boeing may be forced to absorb higher costs or pass them onto customers, neither of which is ideal.
While Boeing has already flagged supply chain disruption as a major risk, there is a silver lining: Aluminum and steel &#8211; two common tariff targets &#8211; only account for around 2% of an aircraft's average cost, potentially limiting the immediate impact.
<h2 class="wp-block-heading">Retaliation Risks: Boeing In The Trade War Crosshairs</h2>
As America's top manufacturing exporter, Boeing is a prime target if countries retaliate against U.S. tariffs. While Boeing could redirect deliveries to domestic buyers, this is only a temporary fix. China, which accounts for 20% of global aircraft demand over the next two decades, remains a long-term concern. A resurgence of U.S.-China tensions could see Boeing dragged into the geopolitical dogfight once again.
That said, Boeing benefits from the industry's duopoly structure &#8211; Airbus SE (OTCPK:EADSF) (OTCPK:EADSY) may be the only alternative, but it's already booked out for years on key models. Airlines reluctant to switch may choose to ride out the tariffs rather than disrupt their fleet plans.
For now, Boeing investors should watch for clarity on exemptions, cost pass-through strategies, and potential supply chain shifts. 
While short-term risks remain, Seifman suggests that long-term industry fundamentals still favor Boeing &#8211; assuming tariffs don't turn into a full-blown trade war.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/equities/25/03/44553807/boeing-lands-50-jet-deal-with-boc-aviation-as-part-of-120-aircraft-order">Boeing Lands 50-Jet Deal With BOC Aviation As Part Of 120-Aircraft Order</a></li>
</ul>
Photo: Shutterstock/JHVEPhoto

Analyst Color

Long Ideas

Analyst Ratings

Trading Ideas

EADSF

Boeing Caught In A 787-Sized Problem As Tariffs Cause Turbulence

<a href="https://www.reuters.com/business/aerospace-defense/airbus-boeing-eye-fast-output-plastics-loom-future-jets-2025-03-24/" title="https://www.reuters.com/business/aerospace-defense/airbus-boeing-eye-fast-output-plastics-loom-future-jets-2025-03-24/">https://www.reuters.com/business/aerospace-defense/airbus-boeing-eye-fast-output-plastics-loom-future-jets-2025-03-24/</a>

Tech

Airbus, Boeing Research Thermoplastic And Other Materials For Next-Gen Narrow-Body Jets, Study Output Potential Of 100 Jets Per Month

Malaysia Aviation Group announced an order for 30 Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) 737 MAX jets on Friday, with options for 30 more aircraft as the carrier seeks to renew its single-aisle fleet amid projected strong growth in Southeast Asian air travel.
What Happened: The order includes 18 737-8 and 12 737-10 jets and was previously listed as unidentified on Boeing&#8217;s January orders report. The deal will enable Malaysia Airlines to introduce new premium features, including lie-flat seats, while addressing rising travel demand in the region.
&#8220;This is a significant investment for Malaysia Aviation Group, enabling us to deliver cutting-edge premium cabin offerings and state-of-the-art technology to our customers,&#8221; said Izham Ismail, group managing director of Malaysia Aviation Group.
Boeing projects Southeast Asia&#8217;s commercial airplane fleet will grow nearly 250% over the next 20 years, with the region expected to require more than 4,700 new aircraft through 2043 — nearly 80% being single-aisle jets.
See Also: <a href="https://www.benzinga.com/25/03/44430106/nvidia-ceo-jensen-huang-ciscos-chuck-robbins-tout-ais-global-impact-trump-wants-to-prote" target="_blank" rel="noreferrer noopener">Nvidia CEO Jensen Huang, Cisco's Chuck Robbins Tout AI's Global Impact: Trump ‘Want Us To Win'</a>
Why It Matters: The order comes as Boeing faces scrutiny over delivery delays affecting airlines globally. India&#8217;s Akasa Air, awaiting 226 Boeing 737 MAXs, <a href="https://www.benzinga.com/markets/25/03/44411079/boeing-frustrations-reach-crescendo-at-airline-founded-by-warren-buffett-of-india-we-just-dont-have-enough-aircraft-to-fly">recently expressed frustration</a> with CEO Vinay Dube reportedly stating, &#8220;We just don&#8217;t have enough aircraft to fly.&#8221;
Meanwhile, Japan Airlines ordered 17 Boeing 737-8 jets <a href="https://www.benzinga.com/news/25/03/44397369/japan-airlines-orders-more-boeing-737-8-jets-amid-global-fleet-expansion-plans">earlier this week</a> to replace aging 737-800s, building on a previous order from March 2023.
Boeing has warned that potential tariffs from escalating trade tensions could increase costs, with AerCap (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) CEO Aengus Kelly cautioning that a Boeing 787 could <a href="https://www.benzinga.com/news/25/03/44397369/japan-airlines-orders-more-boeing-737-8-jets-amid-global-fleet-expansion-plans">face up to $40 million in additional costs</a>, potentially pushing airlines toward European rival Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>).
The 737 MAX offers 20% reduced fuel use and emissions compared to previous models, according to Boeing.
Read Next:
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<li><a href="https://www.benzinga.com/25/03/44429645/perplexity-ceo-says-app-will-make-apple-intelligence-work-amid-iphone-makers-ai-challenges" target="_blank" rel="noreferrer noopener">Perplexity Can Make ‘Apple Intelligence Work' Says CEO Aravind Srinivas As iPhone Maker Attracts Criticism On Siri And AI Delays</a></li>
</ul>
Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Equities

Markets

Malaysia Aviation Group Orders 30 Boeing 737 MAX Jets, Secures Option For 30 More Amid Rising Southeast Asia Demand

Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) is expanding its presence in Japan Airlines (OTC:<a class="ticker" href="https://www.benzinga.com/stock/JAPSY#OTC">JAPSY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/JPNRF#OTC">JPNRF</a>) fleet, which announced Wednesday an order for 17 more <a href="https://www.benzinga.com/topic/boeing">Boeing 737-8 jets</a> to replace aging 737-800s on domestic routes. The move builds on a March 2023 order of 21 jets, supporting Japan Airlines' ongoing narrow body fleet modernization.
Japan Airlines will introduce 11 Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) A321new aircraft to replace Boeing 767s on routes to and from Haneda Airport, aligning fleet <a href="https://press.jal.co.jp/en/release/202503/008713.html">upgrades</a> with demand and enhancing profitability.
On the international front, Japan Airlines plans to add 10 Boeing 787-9 and 20 Airbus A350-900 aircraft, while its low-cost subsidiary ZIPAIR will operate additional 787-9s reassigned from Japan Airlines. By fiscal year 2030, the group aims to grow its international business by 1.5× compared to FY2023, with a focus on expanding capacity on high-growth North American and Asian routes.
Also read: <a href="https://www.benzinga.com/general/space/25/03/44391875/sunita-williams-butch-wilmore-return-to-earth-on-spacex-dragon-capsule-after-286-days-in-space-nasa-astronauts-to-undergo-health-checks" target="_blank" rel="noreferrer noopener">Sunita Williams, Butch Wilmore Return To Earth On SpaceX Dragon Capsule After 286 Days In Space, NASA Astronauts To Undergo Health Checks</a>
With the addition of the new 737-8 jets, the Japan Airlines Group&#8217;s total fleet will reach approximately 90 aircraft. The airline is pursuing a flexible fleet strategy, placing early aircraft orders in anticipation of long-term growth beyond 2030.
In mid-March, Boeing came under <a href="https://www.benzinga.com/news/25/03/44346571/trade-war-may-boost-airbus-over-boeing-aercap-ceo-says-no-ones-going-to-want-to-pay-that">pressure</a> amid President Donald Trump&#8217;s escalating trade war. AerCap (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) CEO Aengus Kelly warned that tariffs could increase the cost of a Boeing 787 by up to $40 million, potentially pushing airlines toward Airbus. With U.S. facilities in Alabama, Mississippi and Florida, Airbus may be better positioned to weather the tariff impact, posing a threat to Boeing&#8217;s global market share.
Additionally, Goldman Sachs analyst Noah Poponak <a href="https://www.benzinga.com/25/03/44308485/goldman-sachs-sees-big-gains-for-boeing-as-orders-stack-up" target="_blank" rel="noreferrer noopener">reiterated</a> a Buy rating on Boeing with a $213 price target following the company&#8217;s February delivery update. Boeing delivered 44 aircraft, including 31 737 MAX jets, signaling steady progress. Poponak sees strong order backlogs and expects production ramp-ups in 2025, projecting revenue to reach $105.1 billion by FY27.
Price Action: BA shares are trading higher by 0.43% at $162.27 premarket on the last check Wednesday.
Photo: Shutterstock

JAPSY

JPNRF

Japan Airlines Orders More Boeing 737-8 Jets Amid Global Fleet Expansion Plans

In the escalating trade war initiated by President Donald Trump,&nbsp;Boeing Co&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) may face significant challenges, potentially tipping the scales in favor of its European competitor,&nbsp;Airbus SE&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>).
What Happened: The increased tariffs imposed by Trump could lead to a price hike of $40 million for a Boeing 787 in a worst-case scenario. This information comes from&nbsp;AerCap Holdings N.V.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) CEO Aengus Kelly. 
As a major aircraft leasing company, AerCap would be significantly impacted by such price increases.
"In an absolute worst case scenario, say, a 25% increase across the board on tariffs, a tit-for-tat from both sides — a Boeing 787, the price will go up by $40 million. No one's going to want to pay that," Kelly <a href="https://www.youtube.com/watch?v=YbPWery3vbg">told</a> CNBC in a recent interview.
Boeing, a leading manufacturer in Mexico, could face increased costs on imported parts due to the tariffs. Last week, CEO Kelly Ortberg alerted employees about the potential cost increase&nbsp;on parts like landing gear&nbsp;imported from Canada.
Trump&#8217;s&nbsp;25% tariffs on steel and&nbsp;aluminum have already prompted retaliation from Europe, with potential further rebuttals on the horizon. This could result in Boeing&#8217;s aircraft becoming&nbsp;more expensive in key European&nbsp;markets.
Also Read:&nbsp;<a href="https://www.benzinga.com/news/24/09/40681758/boeing-shares-dip-in-pre-market-as-32k-workers-plan-companys-first-strike-in-16-years" target="_blank" rel="noreferrer noopener">Boeing Shares Dip In Pre-Market As 32K Workers Plan Company's First Strike In 16 Years</a>
Conversely, Airbus may have some protection against U.S. tariffs due to its&nbsp;facilities in Alabama, Mississippi, and&nbsp;Florida. CEO Guillaume Faury indicated that the company might&nbsp;prioritize deliveries to non-U.S. customers&nbsp;if tariffs disrupt its operations.
According to Kelly, the worst-case scenario could see most airlines turning&nbsp;to Airbus for their new&nbsp;aircraft, potentially giving Airbus control of 75% to&nbsp;80% of the global market.
However, he cautioned, it's still too early to fully grasp the impact of the tariffs.
Why It Matters: The escalating trade war and the resulting tariffs could significantly alter the dynamics of the global aircraft market. Boeing, already grappling with the fallout from the 737 Max crisis, could face further setbacks due to increased costs. 
On the other hand, Airbus could potentially gain a significant advantage, especially if it can navigate the tariff landscape more effectively. 
The outcome of this situation could have far-reaching implications for the global aviation industry.
Read Next
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Image: Shutterstock

Trade War May Boost Airbus Over Boeing — AerCap CEO Says 'No One's Going To Want To Pay That'

Contracts

VUZI

Vuzix Subsidiary Moviynt Wins Smart Glasses Deployment Commitment From Airbus Helicopters; Terms Not Disclosed

Rocket Lab USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) shares are trading higher on Wednesday following significant announcements <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44273162/airbus-awards-rocket-lab-contract-to-power-next-gen-oneweb-constellation-for-eutelsat" rel="noreferrer noopener">in the satellite and aerospace sectors.</a>
The company revealed that Airbus SE&#8217;s (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) Airbus Constellation Satellites has selected Rocket Lab to provide high-efficiency, space-grade solar panels for 100 OneWeb Low Earth Orbit (LEO) satellites, designed to deliver low-latency global internet access to remote and underserved regions.
This is an extension of Rocket Lab&#8217;s ongoing partnership with Airbus, having previously delivered over 450 solar array shipsets for Airbus's first OneWeb satellite fleet in 2021.
Under the latest development, Rocket Lab will provide 200 solar panels, which will include carbon composite panel substrates, solar cells, and photovoltaic assemblies. These panels will be manufactured at Rocket Lab&#8217;s 150,000 square-foot space solar production facility in Albuquerque, New Mexico.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44274758/whats-going-on-with-d-wave-quantum-stock-today" rel="noreferrer noopener">What&#8217;s Going On With D-Wave Quantum Stock Today?</a>
The solar panels will supply the LEO constellation with around 80 kW of power, enough to operate 16 Hubble-sized space telescopes.
In addition to this development, Rocket Lab recently announced that it has signed a non-binding term sheet with certain lenders to acquire a controlling stake in Mynaric AG, a <a target="_blank" href="https://www.benzinga.com/25/03/44270724/rocket-lab-takes-a-bold-leap-75-million-offer-for-mynaric-to-boost-satellite-tech-sda-contracts" rel="noreferrer noopener">provider of laser communication technologies.</a>
The deal, valued at an initial $75 million, will be paid in either cash or Rocket Lab stock. An additional earn-out of up to $75 million is tied to Mynaric's future revenue targets.
The acquisition is subject to regulatory approvals and Mynaric's ongoing restructuring process under German law. Once completed, the acquisition will further strengthen Rocket Lab's position in the space and communications sector.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, RKLB stock has gained over 310% in the past year. Investors can gain exposure to the stock via&nbsp;ARK Space Exploration &amp; Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKX#BATS">ARKX</a>).
Price Action: RKLB shares are trading higher by 6.34% to $18.95 premarket at last check Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/25/03/44273827/why-is-jetblue-airways-stock-gaining-today" target="_blank" rel="noreferrer noopener">Why Is JetBlue Airways Stock Gaining Today?</a></li>
</ul>
Image via Shutterstock.

Movers

ARKX

RKLB

Why Is Rocket Lab Stock Gaining Today?

Rocket Lab To Provide 200 Solar Panels For 100 OneWeb Low Earth Orbit For Eutelsat Group

Stocks in the United States are off to a choppy but positive start to the year, but the biggest story in markets so far in 2025 has been strength out of Europe.
Stock indices in England, France, and Germany have made new all-time highs in 2025, outpacing the modest gains from US stocks. The Vanguard FTSE Europe ETF is up more than 8% over the last three months, while the SPDR S&amp;P 500 ETF has traded flat.
Here&#8217;s how to get in on this rally.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="415" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181506/image7-1024x415.png" alt="" class="wp-image-800481" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181506/image7-1024x415.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181506/image7-300x122.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181506/image7-768x311.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181506/image7.png 1318w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
The Stoxx 600 index, which covers markets across the bloc, made several new all-time highs in February, led by a surge from the defense sector. Is this finally the year that European stocks beat their American counterparts? With the United States threatening to pull back from Europe, these tailwinds may have more room to run, especially if the EU follows through on defense spending expansion.
Today we'll look at six European stocks that could continue outperforming in 2025. Some of these companies are available to US investors through American Depositary Receipts (ADRs) or on over-the-counter (OTC) exchanges, so be sure to understand how these assets and markets function before putting any capital to work.
<h2 class="wp-block-heading">Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>)</h2>
Danish healthcare giant Novo Nordisk is responsible for Wegovy and Ozempic, two of the prescription GLP-1 medications taking the world by storm. Both are different forms of semaglutide, as Wegovy is FDA-approved for weight loss while Ozempic is only approved for Type 2 diabetes. Demand for these drugs has been so strong that shortages have been common, but the FDA recently announced that Wegovy and Ozempic are no longer on their shortage list.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="416" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181516/image1-1024x416.png" alt="" class="wp-image-800482" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181516/image1-1024x416.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181516/image1-300x122.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181516/image1-768x312.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181516/image1.png 1316w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Novo Nordisk suffered a lost year in 2024 during the shortage, losing ground to Eli Lilly's Mounjaro and Zepbound. However, the company is still the top player in the GLP-1 space and posted solid revenue (8.1%) and earnings (9.6%) growth in the most recent report for Q4 2024.
The company's margins are also the envy of European drug makers: 34.8% gross, far outpacing EU competitors AstraZeneca (13%) and Roche (17.5%). NVO also sits on a formidable $9.8 billion cash pile. NVO shares have been choppy since the start of 2025, but the company issued strong guidance and is well-positioned to rebound after a rough 2024.
<h2 class="wp-block-heading">Unilever PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UL#NYSE">UL</a>)</h2>
Unilever is a global consumer and household products company that markets itself under popular brands such as Ben and Jerry's, Axe, Dove, Breyers, Vaseline, and many more. The firm has offices in over 80 countries, but its headquarters has been in London for more than 100 years.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="417" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181610/image6-1024x417.png" alt="" class="wp-image-800488" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181610/image6-1024x417.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181610/image6-300x122.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181610/image6-768x313.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181610/image6.png 1310w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Uncertainty is beginning to weigh on investors as US consumer discretionary stocks have been tumbling for most of February while consumer staples surge higher. There's some evidence that businesses and consumers have been pulling forward demand on tariff threats, which could further boost the staples sector if big-ticket items have been already purchased and consumers focus on necessities over luxuries.
UL has a strong cash position and healthy margins to take advantage of this trend; it's also cheaper in terms of forward price-to-earnings and price-to-sales rates than American counterparts like Proctor and Gamble, Kimberly-Clark, and Colgate-Palmolive.
<h2 class="wp-block-heading">Airbus SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>)</h2>
Now, on to the defense contractors, who have been leading the European rally due to expectations that EU governments will ramp up defense spending to counter the growing influence of China and Russia in the East. Companies like Rheinmetall AG have stolen the headlines with substantial early 2025 gains, but Airbus might be the best buy of the group going forward.Now, on to the defense contractors, who have been leading the European rally due to expectations that EU governments will ramp up defense spending to counter the growing influence of China and Russia in the East. Companies like Rheinmetall AG have stolen the headlines with substantial early 2025 gains, but Airbus might be the best buy of the group going forward.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="417" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181602/image5-1024x417.png" alt="" class="wp-image-800487" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181602/image5-1024x417.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181602/image5-300x122.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181602/image5-768x313.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181602/image5.png 1310w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Airbus is under the European Aeronautic Defense and Space Co. (EADS) umbrella and has a market cap of $139 billion, nearly $33 billion more than its closest competitor, Safran SA. Airbus has a cheaper valuation than Safran or Rheinmetall and a healthier free cash flow pile ($3.9 billion). Airbus might not be lagging in the European defense sector for much longer.
<h2 class="wp-block-heading">BNP Paribas SA (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BNPQY#OTC">BNPQY</a>)</h2>
BNP Paribas is a French bank and component of the CAC40, the country&#8217;s primary stock index. With a market value of over $80 billion, it is double the size of other European banking competitors like Societe Generale and Deutsche Bank.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="417" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181526/image2-1024x417.png" alt="" class="wp-image-800483" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181526/image2-1024x417.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181526/image2-300x122.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181526/image2-768x313.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181526/image2.png 1310w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
BNP Paribas is attractive for several reasons, none more so than the 7.03 forward P/E ratio and 1.22 P/S ratio. Many European banks have extremely affordable valuations, but BNP offers the security of a large-cap with the upside of a smaller company. Plus, the 5% dividend yield is a nice bonus for investors.
<h2 class="wp-block-heading">Hermes International ADR (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HESAY#OTC">HESAY</a>)</h2>
If one luxury brand can survive a consumer slowdown, it might be Hermes International, the high-end French brand with a nearly $300 billion market cap and some of the most desirable handbags in the world. In addition to handbags, Hermes sells clothing for men and women, equestrian products like saddles and bridles, jewelry, perfumes, watches, and tableware.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="417" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181535/image3-1024x417.png" alt="" class="wp-image-800484" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181535/image3-1024x417.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181535/image3-300x122.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181535/image3-768x313.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181535/image3.png 1310w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Hermes has a pricey valuation compared to European competitors like Louis Vuitton, Prada, and Burberry, but the free cash pile is large ($5.38 billion) and the 30% profit margin dwarfs them all. The stock is up more than 38% in the last three months alone, but the fundamentals are strong, and the stock is comfortably above its 50-day and 200-day moving averages with a Relative Strength Index (RSI) reading of 55.
<h2 class="wp-block-heading">ABB Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ABBNY#OTC">ABBNY</a>)</h2>
ABB Ltd. is a multinational robotics and automation solutions company incorporated in Switzerland and Sweden. The company has several divisions of interest to the defense and aeronautics sector, such as Electrification, Process Automation, and Robotics and Discrete Automation. The stock has a market cap of just under $102 billion and pays a 1.7% dividend yield.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="414" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181543/image4-1024x414.png" alt="" class="wp-image-800485" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181543/image4-1024x414.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181543/image4-300x121.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181543/image4-768x311.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/26181543/image4.png 1305w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
ABB Ltd. currently sits on a $4.2 billion cash pile and a forward P/E ratio of 22.6, with a profit margin of 11.9%. The stock has been range-bound since spring 2024 and recently dipped down to its 50-day moving average. If the 50-day proves to be a support level, the next leg higher for ABBNY shares could be right around the corner.

Opinion

ABBNY

BNPQY

HESAY

6 Stocks to Buy as European Markets Soar

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.

Earnings

Guidance

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

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

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

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