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More money for military spending likely will mean more political interference and bad news for margins.

Airbus has faced challenges meeting ambitious delivery targets, with 2026 guidance seen as underwhelming. January orders were strong at 49 jets, dominated by single-aisle models, but delivery volume declined year-on-year due to supply chain strains. EADSF's 2026 target of 870 deliveries implies a 10% YoY increase, yet persistent supply chain bottlenecks and credibility of targets remain key risks.

Delta Air Lines said on Friday it will buy 34 more Airbus A321neo jets as part of its plan to refresh its fleet with aircraft that burn less fuel and offer more premium seats.

Stocks like Nestlé, BMW, ASML and Airbus could be winners as AI worries roil the market.

Airbus is ready to take part in any decision to split a troubled Franco-German-Spanish fighter project into two separate warplanes, but is capable of going it alone if necessary, the company's CEO said in comments broadcast on Friday.