Key Takeaways Airbus won a firm order from Malaysia Aviation Group for 20 A330-900 widebody aircraft. A330-900 jet, powered with Rolls-Royce Trent 7000 engines, offers reduced CO2 emissions. The global passenger fleet is expected to nearly double from 2025 to 2044, boosting Airbus' long-term outlook.Airbus SE (EADSY) recently secured a firm order from the Malaysia Aviation Group to deliver 20 of its A330-900 widebody commercial aircraft. This should bolster EADSY’s commercial aircraft backlog and future r ...

核心订单与产品优势 - 沙特阿拉伯航空公司Riyadh Air与空客签署25架A350-1000机型确认订单，并可能追加25架 [1] - A350系列是目前量产商用客机中航程最长的机型，可节省至少20%燃油并减少碳排放，支持50%可持续航空燃料(SAF)运行，目标2030年实现100% [2] - A350系列已获全球60余家客户1,390架确认订单，截至5月底有657架投入运营 [3] 财务表现与行业需求 - 2024年空客商用飞机业务收入同比增长6%，交付量增长4.2% [5] - 截至2025年5月已向61家客户交付243架商用飞机，Zacks共识预测2025-2026年收入年增10.4% [6] - 空客预测未来20年全球新飞机交付需求达43,420架 [5] 同业竞争格局 - 波音(BA)商用机型涵盖737/767/777/787系列，Zacks预测2025年销售额增长25.6%，长期盈利增速18.1% [7][8] - 巴西航空工业(ERJ)为全球第三大商用飞机制造商，近四个季度平均盈利超预期150.6%，2025年销售额预期增长15.9% [8] - 德事隆(TXT)专注公务机市场，长期盈利增速10%，2025年销售额预期增长6.6% [10] 股价表现 - 空客股价过去一年上涨16.1%，跑赢行业14.5%的涨幅 [11]

The Boeing Company (BA) recently clinched a contract for delivering 210 of its widebody aircraft from Qatar Airways. Per the terms of the contract, Boeing will deliver 130 787 Dreamliners and 30 777-9s aircraft, with the option for supplying an additional 50 787 and 777-9 jets.BA’s 787 Dreamliner and 777-9s AircraftThe Boeing 787 Dreamliner family has unparalleled fuel efficiency and range flexibility. The airplane’s lightweight and strong composite structure helps cut fuel use and emissions by 25%.On the o ...