AIRBUS

Airbus is benefiting from a major contract in China, with an order for 137 A320neo aircraft placed by China Southern Airlines and Xiamen Airlines. The deal strengthens the group’s commercial visibility in a strategic market and underscores the appeal of its single-aisle aircraft family, a key segment for future deliveries and revenue. Despite still-fierce competition from Boeing, the announcement is broadly positive for Airbus and could support the stock in the near term. The market sees it as a positive signal for the order book, commercial momentum in Asia, and the manufacturer’s ability to secure large new contracts.

Airbus has installed the first large cargo door on the A350F prototype, marking an important industrial step for its future freighter. The milestone confirms the program is moving forward and strengthens the manufacturer’s credibility in the air cargo market, where demand remains firm. The group says it has more than 100 orders in the pipeline, supporting medium-term revenue prospects. For Airbus shares, the update is broadly positive as it points to a controlled development timeline and additional commercial potential in a promising segment.

In February 2026, Airbus delivered 35 aircraft to 21 clients while securing 28 additional orders, underscoring steady momentum in its commercial activities. Despite these strong results, the stock remained stable, reflecting the market's measured response to figures that aligned with recent expectations.