Boeing and Airbus Split Major Orders on Opening Day of Farnborough Airshow

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โดย Seeking Alpha·Read original
Summary · why it matters

Boeing and Airbus each secured commitments for 100 narrowbody jets from SMBC Aviation Capital on the first day of the Farnborough International Airshow. SMBC ordered 100 Airbus A320neo-family aircraft, including 65 A321neos and 35 A320neos, and separately committed to 100 Boeing 737 MAX aircraft. Aviation Capital Group agreed to lease seven Boeing 737-10 aircraft to Japan's Skymark Airlines, with deliveries starting in 2028. On the engine side, Jackson Square Aviation selected Pratt & Whitney geared turbofan engines for an undisclosed number of Airbus A320neo-family jets. The day also featured defense and electric aviation highlights, including BETA Technologies unveiling the MV250 hybrid-electric autonomous vertical takeoff and landing aircraft for military logistics, and Vertical Aerospace completing what it described as the first public eVTOL transition flight at the show.

Impact on stocks 16

Aerospace & Aviation▲ · 7 stocks
The Boeing Company
BA
▲ PositiveDemandrelevance

Secured commitment for 100 737 MAX aircraft from SMBC Aviation Capital

Industrials▲ · 3 stocks
Skymark Airlines Inc.
9204
▲ PositiveDemandrelevance

Skymark Airlines will lease seven Boeing 737-10 aircraft, expanding its fleet.

Airbus Group SE
AIR
▲ PositiveDemandrelevance

Secured order for 100 A320neo-family aircraft from SMBC Aviation Capital

Advanced Air Mobility (eVTOL)▲ · 3 stocks
Defense & Geopolitical Fragmentation▲ · 3 stocks

Theme Impact 3

Off-coverage companies 2

Jackson Square AviationPrivate▲ Positive
Demandrelevance

Selected Pratt & Whitney engines for undisclosed number of A320neo-family jets

SMBC Aviation CapitalPrivate± Mixed
Demandrelevance

Placed orders for 200 aircraft, but as a lessor, impact is mixed

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