Airbus, Wins

Airbus Wins Fresh Cathay Order as Drone Certification and Delivery Push Converge

Published on 11/11/2026 at 18:41 | Editorial boerse-global.de
Cathay Group commits to 14 Airbus jets; Lufthansa receives its first A350-1000 and the group's 700th Airbus, as the planemaker reaffirms its 2026 target.
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Airbus has picked up 14 additional aircraft from Hong Kong's Cathay Group, a firm commitment split between eleven A330-900s and three A321neo jets. The order, confirmed today, spans two aircraft families and adds momentum to a commercial backlog that the planemaker is still working through at pace.

On the military side, the French procurement agency DGA qualified the vertical take-off and landing version of Airbus's U010 Aliaca drone on 3 November, clearing the tactical unmanned aircraft — built by Airbus Helicopters — for service under the SMDM contract. The first two systems had already been handed over to the French Navy in September, according to the company.

Lufthansa Marks a Double Milestone

The civil business delivered its first A350-1000 to Lufthansa yesterday. The handover doubled as the 700th Airbus aircraft to reach the Lufthansa Group, a figure the manufacturer confirmed.

October output remained brisk: 74 aircraft went to 45 customers during the month, and gross orders booked in October totalled 202. For the year to date through October, deliveries stand at 621 jets.

Should investors sell immediately? Or is it worth buying Airbus?

Hitting the full-year target of 870 aircraft would require roughly 249 more handovers before the calendar runs out, Reuters reported. Airbus reaffirmed that guidance on 28 October alongside its nine-month results.

Nine-Month Figures Underpin Guidance

Over the first nine months of 2026, Airbus delivered 547 commercial aircraft and generated revenue of EUR 50.6 billion. Adjusted operating profit came in at EUR 4.5 billion, while group net income reached EUR 3.59 billion — up from EUR 2.64 billion in the same period a year earlier.

Separately, the company reported completion of its dedicated share buyback programme covering employee share ownership and stock-based compensation. The final repurchases, executed on Friday, involved around 202,000 shares.

Airbus at a turning point? This analysis reveals what investors need to know now.

Investors took the flow of news in stride. Airbus stock was up 0.5% in today's session, with the company's stated annual delivery target still the benchmark for the remaining stretch of the year.

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