Airbus SE

The Boeing Company

Airbus warns of a sharp rise in geopolitical risks at the start of 2026 and urges employees to prepare for an "unprecedented number of crises" period. Company executives point to a deteriorating external environment, trade conflicts and the need to be prepared for changing conditions. Analysts say the risks for Airbus are higher than for its U.S. rival Boeing, but remain positive on the European aircraft maker's shares.

Airbus urged to prepare for new crises. Why are its risks higher than Boeing's?

BAE Systems plc

Leonardo S.p.a.

Further revaluation of the sector is unlikely due to conflicting geopolitical factors, analysts believe

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The company is strengthening controls over its supply chain

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Shares of European aircraft maker Airbus plunged nearly 10% on Monday, December 1, after Reuters sources revealed new quality problems with the A320 family of aircraft. The publication followed a massive software bug in the airliners of the same lineup, which affected more than half of the company's entire narrow-body fleet and caused disruptions in air travel last weekend.

Airbus shares plummet nearly 10% after reports of more problems with the A320

European aircraft manufacturer Airbus <a href="https://www.airbus.com/en/newsroom/press-releases/2025-11-airbus-update-on-a320-family-precautionary-fleet-action">has warned</a> that it needs to update the software for a significant part of its A320 fleet of around 6,000 aircraft. In most cases, the software can be updated from the cockpit, but about 1,000 older aircraft will require hardware replacement. That will result in the machines having to be taken out of service for a while, Bloomberg's sources <a href="https://www.bloomberg.com/news/articles/2025-11-28/airbus-warns-a320-fleet-needs-software-fix-after-solar-incident">said</a>.

Airbus needs to update the software on thousands of A320s. This threatens disruptions in air transportation

Boeing is no longer the exclusive supplier of the Middle Eastern low-cost carrier Flydubai, Bloomberg<a href="https://www.bloomberg.com/news/articles/2025-11-18/airbus-manages-to-pry-flydubai-from-boeing-with-major-order"> reports</a>. The airline decided to change its procurement strategy for the first time and placed an order for 150 narrow-body A321neo from Boeing's competitor, Europe's Airbus. The deal is in the form of a memorandum of understanding and was announced on Tuesday at the Dubai Airshow.

Boeing has lost the race for a major order to Airbus

Thales S.A.

The alliance will test Europe's ability to unite its fragmented defense and space industries

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Aircraft manufacturer's securities were growing in over-the-counter trading on October 6

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The long-haul airliner was originally scheduled to hit the market in 2020

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Delta Air Lines, Inc.

Delta removes U.S. engines from new Airbus assembled in Europe