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REAL-TIME GLOBAL RESEARCH

Airbus: Business Update and Q2‘26 takeaways - So far so good

Published: 2026-07-30Institution: BernsteinCompany / ticker: AIR.FPPages: 24Original language: EnglishEvidence page: 15

Research evidence excerpt

Airbus: Business Update and Q2‘26 takeaways - So far so good

s across all of its key commercial aircraft programs. Margins expansion could also be

slower to materialize, as higher supply and labor costs weigh on profitability, as well as risks from satellite development programs.

Unfavorable use of cash, including large acquisitions, could also be downside risks.

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