European Aeronautic ADR (EADSY)

#Boeing Stock Slips As April Deliveries Miss Expectations, Lawsuit Looms $BA $UAL $AAL $EADSY https://talkmarkets.com/article/boeing-stock-slips-as-april-deliveries-miss-expectations-lawsuit-looms-1778617105

$GAUZ $REFR $SPY $BA $EADSY Placed under receivership on November 13, 2025, the French mid-sized company Vision Lite is the world leader in aircraft cockpit sun protection. "Potential," "strengths," "expertise," "recognized product quality"... Throughout the hundreds of pages of the takeover bids, there is no shortage of adjectives to describe the value of the mid-sized company Vision Lite. This French flagship, a world leader in aircraft cockpit sunshades, will fight for its survival on Tuesday, May 12, at the Lyon Economic Court. International players and French industrialists: about ten companies are vying to acquire all or part of the company, according to the offers reviewed by L'Usine Nouvelle

$GE backlog: $210B in 1Q26 - up from $190B at YE25 - Commercial Services backlog is 80% of total - GE effectively has 4.3 years of revs already under contract LEAP engine (powering Boeing 737 MAX & Airbus A320neo) is currently being ramped to a target of 2,000 units annually These engines have a 40-year lifecycle, every new engine delivery "locks in" decades of future service revenue - servicing/parts margins higher than selling new engines GE is investing $1B in 2026 specifically to modernize US manufacturing and increase the "velocity" of engine shop visits Expected to grow at a rate north of +15% annually over the next 3 years & more growth after that, as new engines mature & the more lucrative aftermarket parts & service stream ramps up FY26 FCF target: $8.0B–$8.4B Since 2020, there have probably been 3,000 or 4,000 planes that airlines would have taken but were never built - $BA Max issues, $RTX engine issues, supply chain disruptions, tariffs, insourcing, Iran war, etc have contributed to growing backlogs & production issues Boeing& $EADSY have 15,000 jets on order (worth $1T+) = shadow backlog for GE, Pratt & Whitney & $RYCEY

AirAsia order is the largest for the A220 to date, eclipsing the 100 aircraft ordered each by Delta Air Lines & JetBlue. AirAsia has not only become the largest customer of the Airbus A220, but also a new configuration w/ 160 seats (A220 is typically configured w/ b/n 110-150 seats) AirAsia CEO Tony Fernandes joked that if $EADSY made an A220-500 w/ 185 seats “Today, if they build that aircraft, AirAsia will buy another 150" That the deal was worth around $19B but stressed that its value could rise to $38B if Airbus goes ahead & builds what he calls the ‘Lars version’ (CEO if Airbus) “That’s the aircraft we really want" Airbus has always maintained that the A220-500 would make sense & is completely on the table. The A220’s strong short-field performance means it can operate from constrained regional airports, as well as those with performance limitations such as heat & elevation. That gives AirAsia an option to open new routes w/ a smaller, more flexible aircraft AirAsia order pushes Airbus to over 1000 aircraft ordered - AirAsia ordering $RTX Pratt & Whitney engines w/ their order Airbus said last month it aimed to assemble 12 A220-300s a month in 2026 & was targeting a rate of 13 aircraft a month in 2028 Canada PM said the deal is Canada’s biggest ever commercial aircraft order AirAsia CEO joked: “I generally don’t like bankers but (Carney) he’s the first banker I like, especially from Goldman Sachs” after praising the Canadian PM’s speech at Davos calling for an alliance of middle powers. “This deal brings 2 great middle powers together, ASEAN & Canada”

$EADSY https://www.knicksnewyork.com LFG!!

$RCAT and $EADSY and $LHX and $BETA If you are in $AMPX or sittin🧘‍♂️ on the sidelines waiting for the earnings call next week. Remember last ER ampx released the earnings the night before😉. Talk about confidence in their earnings😎🐂. Hope to be pleasantly surprised again🤗. Swing traders get your shares 💰this week or you might pay 💸more next week. I would be sad😔 if you missed out. https://ir.amprius.com/

Airbus $EADSY Wins $21.4B Order From China Southern Airlines for 137 Jets https://prismmarketview.com/airbus-wins-21-4b-order-from-china-southern-airlines-for-137-jets/

$AMPX $BETA $EADSY https://www.youtube.com/watch?v=9OUr2DqPLNo

idk how you justify $LUNR multiples when $GE $RTX $BA $EADSY are right there

#VoyagerTechnologies Inc Poised For Big Wins In #Defense And #Space $VOYG Also $PLTR $EADSY $MUFG https://talkmarkets.com/article/voyager-technologies-inc-poised-for-big-wins-in-defense-and-space-1775928007