Airbus Group ADR

Airbus delivered about 90 aircraft in June according to preliminary data, bringing first-half 2026 deliveries to roughly 350 units, up from 306 a year earlier. The company is working on increasing production despite ongoing supply-chain issues, but warned that final figures could still change. For 2026 Airbus has set an annual target of 870 deliveries; that would require roughly 520 more handovers by year-end. Production of the A320 family is running behind the targeted 75 aircraft per month because shortages of parts and engines are hampering ramp-up efforts. » Więcej na de.investing.com

Airbus shares rose to around €198.40, supported by positive assessments from MWB (buy recommendation) and Bank of America, which names Airbus as a quarter idea for Q3. MWB points to possible record deliveries in June and raises its 2026 forecast to 870 jets. BofA expects the interim report on July 21 to become a share-price driver by setting medium-term targets for the commercial aircraft division and sees an adjusted operating result on the order of €10 billion as a realistic prospect. Analysts’ views are intended to shift investor focus from short-term metrics to clearer medium-term earnings potential. » Więcej na finanzen.net

S&P Global Ratings has raised Airbus’s long-term rating from A to A+ and its short-term rating to A-1+, with a stable outlook. The agency cites cumulative free operating cash flow generation of about €15.6 billion (2022–2025) and a net cash position of more than €10 billion (December 2025). S&P continues to expect free operating cash flow well above €4 billion per year over the next three years, anticipates sustained demand with an order backlog of 9,253 commercial aircraft, and points to production and capacity expansions as well as capex of €4–4.5 billion per year (2026–2028). » Więcej na de.investing.com