Airbus

Airbus developed a new long-haul freighter to capitalize on the booming air cargo market. Emirates, one of the largest potential buyers, has turned down the aircraft and is instead presenting a markedly cheaper solution. The move is a painful setback for Airbus’s freighter programme. » More on welt.de

From 2027 Airbus will have the shipping company Louis Dreyfus Armateurs operate three wind-assisted RoRo vessels between Saint-Nazaire and Mobile; the first ship, Spirit of Toulouse, is currently in sea trials. The 168-metre-long ships are fitted with six 35-metre-high rotor sails from Norsepower, dual-fuel engines and AI-assisted navigation to reduce fuel consumption and emissions. The fleet is being built by Wuchang and aims to make industrial transport chains more sustainable, even though the technology is not yet standardized. » More on faz.net

The German-French fighter jet project FCAS largely failed due to a lack of cooperation between Airbus and the French partner Dassault. At the same time, warfare and technological needs (drones, short innovation cycles, AI) are changing the requirements for defense projects. Instead of large, long-running joint programs, politics and industry should promote targeted partnerships with IT- and AI-focused companies to bring production, digitization and independent AI together more quickly. » More on faz.net

Airbus had delivered 621 aircraft by the end of October and is targeting 870 deliveries for 2026, meaning around 250 planes still need to be handed over to customers in November and December. About 125 deliveries per month are already seen as the previous upper limit, so an increase of roughly one-fifth would be required. Demand remains strong, with orders for more than 9,300 aircraft and 202 orders in October alone. Analysts rate the stock as "Hold" with a price target of €210; the share last traded at €196.26 (-1.4%). » More on deraktionaer.de

Airbus shares gained 1.8%, moving away from the 21-day line and attempting to break above the 50-day line. Free cash flow fell short of market expectations, mainly due to changes in working capital. Despite a summer of production issues, Airbus confirms its target of around 870 deliveries, putting it on track for a record year. » More on finanzen.net