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Germany Drops Jet Project With France in Setback for European Defense Sovereignty
The Wall Street Journal108d agobearish
Germany Drops Jet Project With France in Setback for European Defense Sovereignty

Germany has pulled out of a stalled stealth-fighter project with France and Spain whose lack of progress has become a symbol for the hurdles Europe faces in rebuilding its militaries as the U.S. reduces its presence on the continent. Berlin will no longer pursue building and ordering the aircraft after failing to resolve a spat between Airbus and Dassault over which should take the lead on its development, a senior German government official said. Paris had long taken the view that governments behind the project needed to apply more pressure on the defense firms to cooperate and advance the project.

Etihad Airways CEO Says Carrier Is Discounting Tickets
Bloomberg108d agoneutralVIDEO
Etihad Airways CEO Says Carrier Is Discounting Tickets

Etihad Airways CEO Antonoaldo Neves speaks to Bloomberg's Guy Johnson at the International Air Transport Association (IATA) conference in Rio de Janeiro. He says the carrier is discounting tickets by keeping fares at a stable level despite the 70% jump in fuel costs. Neves also talks about securing delivery dates for new aircraft from Boeing and Airbus SE.

Watch These 3 Defense Stocks to Know if EUAD Can Hold Its Gains
24/7 Wall St.108d agoneutral
Watch These 3 Defense Stocks to Know if EUAD Can Hold Its Gains

The Select STOXX Europe Aerospace & Defense ETF (NYSEARCA:EUAD) has snapped back hard after a sluggish start to the year. Shares sit near $43 after a 8% gain over the past month, pulling EUAD back into positive territory for 2026 at roughly 1% year to date. That recovery follows a 5% April drawdown and a ... Watch These 3 Defense Stocks to Know if EUAD Can Hold Its Gains

The Air India Report Is Coming. What It Means for Boeing.
Barrons.com109d agobearish
The Air India Report Is Coming. What It Means for Boeing.

Boeing is approaching a solemn anniversary: It has been almost one year since the fatal Air India Flight 171. On June 12, 2025, a Boeing 787 crashed shortly after takeoff from Ahmedabad, India, killing 229 passengers, 12 crew, and 19 people on the ground. The crash’s anniversary signals the imminent arrival of the full accident investigation report from India’s Aircraft Accident Investigation Bureau.

ACDVF- A Contrarian Airline Play to Buy BEFORE Conditions Improve
MoneyShow109d agobullish
ACDVF- A Contrarian Airline Play to Buy BEFORE Conditions Improve

Air Canada Inc. (ACDVF) is a contrarian pick — and deliberately so. An airline in the middle of an oil price crisis. Alex Letko, portfolio manager at LetkoBrosseau, likes it because the current volatility completely masks the underlying transformation the company is executing, writes Amber Kanwar, host of the In the Money with Amber Kanwar podcast.

Does Airbus (ENXTPA:AIR) Look Attractive After Recent Price Swings And DCF Upside?
Simply Wall St.111d agoneutral
Does Airbus (ENXTPA:AIR) Look Attractive After Recent Price Swings And DCF Upside?

If you are wondering whether Airbus at around €177 truly reflects its underlying worth, the key question is how the current price compares with several valuation checks. The stock is up 8.9% over the past year, even though it is down 0.4% over the last week, 0.5% over the last month, and 13.1% year to date, which can signal shifting views on both its growth potential and risk. Recent headlines around Airbus have focused on its role as a major global aerospace manufacturer and ongoing...

What AAR (AIR)'s Expanded A320 Slat Repair Partnership Means For Shareholders
Simply Wall St.113d agobullish
What AAR (AIR)'s Expanded A320 Slat Repair Partnership Means For Shareholders

AAR Corp. recently expanded its Component MRO offering by adding A320 slat repair at its Chonburi, Thailand facility, broadening its authorized Airbus partnership across both A320ceo and A320neo fleets in the Asia-Pacific region while reiterating its existing sales growth guidance for the current quarter and fiscal 2026. The move deepens AAR’s role in Airbus proprietary component repairs, reinforcing its positioning in high-value aftermarket services where airlines often prioritize trusted,...

European Companies That May Be Trading Below Their Estimated Value
Simply Wall St.114d agoneutral
European Companies That May Be Trading Below Their Estimated Value

As European markets navigate the complexities of geopolitical developments and economic adjustments, indices like the STOXX Europe 600 have shown modest gains amid investor anticipation of a U.S.-Iran agreement. In this environment, identifying stocks that may be trading below their estimated value becomes crucial for investors seeking opportunities in undervalued assets. A good stock in such conditions often exhibits strong fundamentals and resilience to external shocks, offering potential...

Airbus Orders And Premium A350 Upgrades Versus Current Valuation Gap
Simply Wall St.114d agobullish
Airbus Orders And Premium A350 Upgrades Versus Current Valuation Gap

Lufthansa and Air China Cargo have expanded orders for Airbus A350 passenger and freighter aircraft, adding fresh volume to the widebody backlog. Saudia has ordered additional A321neo jets, reinforcing Airbus’s single aisle pipeline with a key Middle Eastern customer. Qantas’s first A350-1000ULR for the Sunrise program has completed its maiden flight, starting a formal certification phase after earlier supply chain delays. Airbus has introduced a new ultra premium “Master Suite” cabin...

L3Harris Expansion And Airbus Tie Up Shape Valuation Opportunity
Simply Wall St.114d agoneutral
L3Harris Expansion And Airbus Tie Up Shape Valuation Opportunity

L3Harris Technologies (NYSE:LHX) is expanding its Huntsville manufacturing operations, with plans to significantly increase capacity and add new jobs. The company is investing materially in new production facilities aimed at supporting growing demand for munitions and related defense systems. L3Harris has also signed a new collaboration agreement with Airbus Helicopters to pursue future Canadian defence opportunities. The partnership focuses on integrating L3Harris imaging and reconnaissance...

AAR Corp (AIR) To Offer Additional A320 Slat Repair To its Component MRO Service Offering
Insider Monkey116d agoneutral
AAR Corp (AIR) To Offer Additional A320 Slat Repair To its Component MRO Service Offering

AAR Corp. (NYSE:AIR) is one of the Best Airport Stocks to Buy According to Hedge Funds. On May 19, AAR Corp. (NYSE:AIR) announced the addition of A320 slat repair to its Component MRO service offering. Management noted that this further deepens the company’s authorized partnership with Airbus in the Asia-Pacific region. For reference, slats are […]

Airbus Mistral AI Deal Puts Safety And Efficiency In Investor Focus
Simply Wall St.117d agoneutral
Airbus Mistral AI Deal Puts Safety And Efficiency In Investor Focus

Airbus (ENXTPA:AIR) has entered a multi year AI partnership with French startup Mistral AI. The agreement focuses on aerospace design, production automation, flight safety, cybersecurity, and defense applications. The collaboration aims to develop AI models tailored to the specific compliance, safety, and security needs of aerospace and defense. Airbus (ENXTPA:AIR) is a major European aerospace group with activities across commercial aircraft, defense, and space. This new partnership with...

Susquehanna Bullish on Woodward (WWD) as Aerospace Demand Supports Long-Term Growth
Insider Monkey118d agoneutral
Susquehanna Bullish on Woodward (WWD) as Aerospace Demand Supports Long-Term Growth

Woodward, Inc. (NASDAQ:WWD) is included among the Billionaire George Soros Stock Portfolio: 10 Best Stocks to Buy. On May 26, Susquehanna initiated coverage of Woodward with a Positive rating. It also set a $423 price target on the stock. In a research note, the analyst said that the company designs, manufactures, and services fluid, combustion, […]