Airbus SE Upgraded Amid Improved Near-term Aircraft Delivery Outlook

MWB Research upgrades Airbus due to an improved near-term aircraft delivery outlook. Airbus is a leading company in the aeronautics, aerospace, and defense industries, with a strong presence in Europe and worldwide. The company generates the majority of its revenue from commercial aircraft sales and defense and aerospace systems.

MWB Research has upgraded its rating for Airbus SE, citing an improved outlook for near-term aircraft deliveries. Airbus, a leading player in the aeronautics, aerospace, and defense sectors, has seen its stock price rise in response to the positive assessment. The upgrade comes amidst a robust commercial aircraft market and a strong defense and aerospace systems portfolio.

In July 2025, Airbus delivered 67 aircraft, outperforming Boeing's 48 deliveries. This performance is a significant improvement over the previous year, indicating a strong recovery in the commercial aviation sector. The upgrade by MWB Research is a reflection of Airbus's ability to meet market demands and maintain its competitive edge.

Airbus's strong market position is further bolstered by recent orders. Avolon, a leading aviation finance company, received shareholder approval for an order of 90 aircraft from Airbus, including 75 A321neo and 15 A330neo models. This order is part of Avolon's broader strategy to diversify its fleet and maintain its competitive edge in the aviation finance market.

The upgrade by MWB Research is based on a comprehensive analysis of Airbus's financial health, market position, and future growth prospects. The research firm expects Airbus to maintain its strong market position and deliver robust financial performance in the coming quarters.

References:
[1] https://www.ainvest.com/news/boeing-july-deliveries-trails-airbus-analysts-optimistic-future-performance-2508/
[2] https://www.morningstar.com/news/business-wire/20250811093007/avolon-receives-shareholder-approval-for-order-of-90-aircraft-from-airbus
[3] https://finance.yahoo.com/quote/AIR.PA/