When it comes to commercial aircraft, there are really only two names worth knowing: Boeing (BA) and Airbus (EADSY). News came out recently about Airbus’ August delivery numbers, and the news was not as good as it might have been. Or even had been in the past. That was enough for concern with investors, and shares slipped fractionally in Friday morning’s trading.
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The reports noted that Airbus delivered 61 aircraft in August. That is pretty good by itself, certainly, and got the first eight months of 2025 up to 434 jets delivered in total. However, that also represents a loss of about 3% against the same period in 2024. That is not the best news, but Airbus is still bringing in orders. In fact, it also landed a fresh order from Irish aircraft lessor Avolon, which booked an order for 90 Airbus jets.
Airbus reported that it has landed 600 orders this year so far, though lost a healthy slug of them to cancellations. After cancellations, the order total dropped to 504. But Airbus is looking to pick up the pace on its aircraft supply capabilities, looking for 820 this year. That is an increase to 766 in 2024, and would require Airbus to achieve a “…record pace in the coming months…” thanks to a set of component delays.
Building Its Military Chops
Airbus is also looking to bolster its military presence, and is currently working to augment its H145M credentials by making a sale to Poland. In aid of that, Airbus set up a cooperation agreement between its Airbus Helicopters division and PGZ, the largest defense contractor in Poland.
The Memorandum of Understanding between the two was intended to coincide with a trade show in Kielce, the MSPO event. The agreement covers such things as “…the maintenance and completion of the H145M at WZL1, integrating Polish capabilities…” as well as “…new, sovereign defense capabilities for the Polish Armed Forces.”
Is Airbus Stock a Good Buy Right Now?
Turning to Wall Street, analysts have a Moderate Buy consensus rating on EADSY stock based on one Buy assigned in the past three months, as indicated by the graphic below. After a 52.47% rally in its share price over the past year, the average EADSY price target of $61 per share implies 12.95% downside risk.
