Airbus SE: Strength in Delivery Momentum and a Surge of Orders from China
Airbus SE (ISIN: NL0000235190) continues to demonstrate resilience and growth amid a challenging macro‑environment. On 29‑30 December 2025, the company’s performance was highlighted in several market reports, underscoring both operational efficiency and strategic expansion.
1. Delivery Pace Accelerates
Airbus announced that it delivered approximately 90 civil aircraft in December, with an additional 35 aircraft earmarked for the month’s remaining days. This translates into an annual projection of roughly 790 deliveries for 2025, a figure that exceeds the previously announced target of 750 units. The acceleration is attributed to a sharp increase in production activity during the latter part of the year, a strategy that has already paid off in the form of a robust delivery schedule.
2. New Orders from China
A significant driver of Airbus’s growth in the current year is the influx of orders from Chinese carriers. Two budget airlines—Juneyao Airlines and Spring Airlines—have placed orders for 30 and 25 Airbus A320‑family jets respectively, representing a combined value of over $8 billion. The transaction, valued at $8.2 billion in total, is expected to contribute substantially to the company’s order book and revenue pipeline. This development is particularly noteworthy given the broader context of European aircraft manufacturers seeking to secure market share in the rapidly expanding Chinese aviation sector.
3. Market Context
The broader market environment has been volatile, with the German DAX ending the year on a 22 % gain and the French CAC 40 experiencing a slight correction at the beginning of the trading day. Defense‑sector stocks, including Airbus’s military‑aircraft division, have seen mixed performance amid geopolitical uncertainties. Nonetheless, Airbus’s commercial operations appear insulated from these swings, buoyed by a steady order intake and efficient delivery processes.
4. Financial Snapshot
- Close price (28 Dec 2025): €196
- 52‑week high (29 Oct 2025): €216.95
- 52‑week low (6 Apr 2025): €126.4
- Market capitalization: €154 billion
- P/E ratio: 30.56
These figures reflect a company that is trading at a premium, indicative of investor confidence in its growth trajectory and operational execution.
5. Outlook
With a strong order intake from China and an ambitious delivery calendar, Airbus is positioned to sustain its momentum through the remainder of 2025. The company’s ability to scale production while managing costs will be critical in maintaining the projected annual delivery target. Investors and market analysts will continue to monitor the company’s performance, particularly in relation to its commercial aircraft division, as it navigates a complex geopolitical landscape and evolving market dynamics.
