AIR Aerospace Research Hub

Recent research on Airbus (AIR) highlights a positive operational trajectory for the European aerospace leader as of April 2026. Goldman Sachs notes that Airbus first flights are currently tracking ahead of the previous year's pace, reaching a total of 234 units. This production momentum is supported by a month-over-month increase in widebody Engine Flying Hours (EFH), signaling robust utilization of the existing global fleet. Engine-specific developments remain a focal point, with reports indicating a significant reduction in parked aircraft powered by the PW1100 engine. Furthermore, the delivery outlook for LEAP engines is expected to remain high, which is essential for sustaining narrowbody output. Analysts maintain a constructive outlook on the sector, upholding 'Buy' ratings for Airbus, as well as key engine manufacturers Safran and Rolls-Royce. Overall, the data suggests that supply chain constraints regarding engine availability may be easing, bolstering the case for Airbus's delivery targets. This combination of higher flight activity and improved technical fleet health underpins the current investment thesis for the security.