Airbus Group SE (NL0000235190)
 

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Stand (close): 14.07.25

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15.07.25 17:44:52 US tariffs could have pandemic-like impact on planemaker Embraer, CEO says
By Gabriel Araujo

SAO PAULO (Reuters) -The 50% tariff that U.S. President Donald Trump plans to impose on Brazilian exports starting in August could hammer the revenue of planemaker Embraer like the COVID-19 pandemic did, its CEO warned on Tuesday, flagging risks to U.S. partners.

Francisco Gomes Neto told reporters the tariffs would amount to a trade embargo on the regional jets it supplies to U.S. airlines and could trigger order cancellations, deferred deliveries and tough consequences for Embraer's U.S. suppliers.

Sao Paulo-listed shares in Embraer, which had risen 3% earlier in the day, seesawed during his remarks, lost the gains before ticking back up 0.6%. They have fallen around 10% since Trump announced the tariffs, but are still up 33% so far this year.

The U.S. is the main market for Embraer, the world's third-largest planemaker after Airbus and Boeing, with U.S. clients buying 45% of the firm's commercial airliners and 70% of its executive jets.

Analysts had warned that the Brazilian planemaker would be one of the most affected by the tariffs.

"Given the relevance of this market, we estimate that if this (tariff plan) moves on at this magnitude, we will have an impact similar to that of COVID-19 in terms of the decline in the company's revenue," Gomes Neto said.

In 2020, when the pandemic ground air travel to a halt, Embraer's revenue plunged around 30% from the previous year.

Gomes Neto emphasized that the tariffs would also hurt U.S. suppliers of components such as engines and avionics.

"It's a lose-lose situation," he said.

Aircraft are among the top U.S. imports from Brazil, along with oil, steel, coffee and orange juice.

Embraer forecast the levies would generate an additional cost of around $9 million per airplane exported to the U.S., with potential impacts totaling around 2 billion reais ($360 million) this year.

Shipments of E175 narrowbodies, a workhorse of U.S. regional aviation, would become "unfeasible" by the tariffs, Gomes Neto noted, adding that no order had been canceled so far.

"It's a very new situation, so everyone is trying to understand this process and working toward reaching a solution within the deadline," the CEO said.

In March, Embraer's E175 backlog included 90 firm orders from American Airlines, 40 from Republic, and 16 from SkyWest, which placed a fresh order in June for another 60 jets.

($1 = 5.56 reais)

(Reporting by Gabriel Araujo; Writing by Andre Romani; Editing by Brad Haynes, Kylie Madry and Richard Chang)
15.07.25 15:40:03 HII or EADSY: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Aerospace - Defense sector have probably already heard of Huntington Ingalls (HII) and Airbus Group (EADSY). But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.

The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.

Huntington Ingalls and Airbus Group are both sporting a Zacks Rank of #2 (Buy) right now. This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that these stocks have improving earnings outlooks. But this is only part of the picture for value investors.

Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.

Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.

HII currently has a forward P/E ratio of 17.93, while EADSY has a forward P/E of 29.43. We also note that HII has a PEG ratio of 1.59. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. EADSY currently has a PEG ratio of 7.30.

Another notable valuation metric for HII is its P/B ratio of 2.13. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, EADSY has a P/B of 7.28.

Based on these metrics and many more, HII holds a Value grade of B, while EADSY has a Value grade of C.

Both HII and EADSY are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that HII is the superior value option right now.

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15.07.25 11:00:00 The Secret to Better Airplane Navigation Could Be Inside the Earth’s Crust
With GPS increasingly vulnerable to tampering, planes need more reliable navigation systems. The magnetic pull in the Earth’s crust could offer a novel solution.

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14.07.25 15:12:09 Surf Air Mobility Unveils AI-Powered SurfOS Platform, Partners with Palantir for 2026 Commercial Launch.
Surf Air Mobility Inc. (NYSE:SRFM) is one of the best young stocks to buy and hold for 5 years. On June 10, Surf Air Mobility unveiled its new flagship SurfOS AI-enabled operating system, which is set for broad commercial release in 2026. The suite includes three core products: BrokerOS, OperatorOS, and OwnerOS. SurfOS will create a unified and federated platform by integrating industry data, powered by Palantir Technologies (NASDAQ:PLTR).

The three flagship products offer distinct functionalities: BrokerOS streamlines sourcing, quoting, booking, and payments for charter brokers. OperatorOS optimizes aircraft and crew scheduling for both Part 135 charter operators and scheduled commuter airlines. OwnerOS provides private aircraft owners with transparency and optimization capabilities.Surf Air Mobility Unveils AI-Powered SurfOS Platform, Partners with Palantir for 2026 Commercial Launch.

An Airbus A320ceos ready to take off from the runway of the company's corporate airport.

SurfOS currently has beta agreements with eight users who are helping to refine key BrokerOS and OperatorOS features. While the broader Regional Air Mobility industry is projected to reach $75 to $115 billion globally by 2035, these initial commercial software products are expected to immediately impact the private aviation landscape.

Surf Air Mobility Inc. (NYSE:SRFM) engages in the air mobility business in the US and internationally. Palantir Technologies Inc. (NASDAQ:PLTR) builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations.

While we acknowledge the potential of SRFM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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14.07.25 11:30:00 Global Crossing Airlines Completes First Aircraft Acquisition and Adds Four More to Support Continued Business Growth
Global Crossing Airlines Group Inc.

MIAMI, July 14, 2025 (GLOBE NEWSWIRE) -- Global Crossing Airlines Group, Inc. (Cboe CA: JET, Cboe CA: JET.B, OTCQB: JETMF) (“GlobalX” or the “Company”), the Nation’s fastest-growing charter airline, today announced the completion of its first aircraft acquisition, along with the signing of lease agreements for four additional Airbus aircraft—significant steps in supporting the Company’s continued business expansion.

GlobalX has acquired an Airbus A320 (MSN 3101), currently operating in its fleet as N630VA and powered by two CFM56-5B engines. The aircraft was purchased from Falcon 2019-1 Aerospace Limited by an affiliate of GlobalX, with financing provided by Volofin Capital Management Ltd. of London.

“This acquisition marks a major milestone for GlobalX as we transition from an exclusively leased fleet to a hybrid ownership model,” said Ryan Goepel, President and CFO of GlobalX. “Owning select aircraft enhances our ability to manage long-term operating costs, plan maintenance and modifications more efficiently, and most importantly—build tangible asset value. These moves are part of our broader strategy to strengthen the balance sheet, improve key financial metrics, and position the company for long-term success.”

In tandem with the acquisition, GlobalX has signed definitive lease agreements from funds managed by AE Industrial Partners, LP for four Airbus A319 aircraft (MSNs 2477, 2481, 2492, and 2503) to meet increasing demand across its expanding charter and passenger service business.

“These new aircraft are arriving at exactly the right time,” Goepel added. “They represent more than a 20% increase to our current fleet and are critical to meeting the growing needs of our customers and supporting our rapid scale in passenger operations.”

The first A319 is expected to be delivered on August 31, 2025, with entry into service approximately 30 days later. The remaining aircraft will be delivered sequentially, with planned arrivals on September 30, October 31, and November 30, 2025. Pending FAA and DOT approvals, GlobalX will operate a fleet of 22 Airbus A320 family aircraft once the deliveries have been completed.

About Global Crossing Airlines Group, Inc.

GlobalX is a US 121 domestic flag and supplemental airline flying the Airbus A320 family of aircraft. The Company’s services include domestic and international ACMI and charter flights for passengers and cargo throughout the US, Caribbean, Europe, and Latin America. GlobalX is IOSA certified by IATA and holds TCOs for Europe and the UK.

For more information:

Company Contact

Ryan Goepel, President & CFO
Tel: (720) 330-2829

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Investor Relations Contact

Sean Mansouri, CFA or Aaron D’Souza
Email: JET@elevate-ir.com

Cautionary Note Regarding Forward-Looking Information

This press release contains certain “forward-looking statements” and “forward-looking information”, as defined under applicable United States and Canadian securities laws, concerning anticipated developments and events that may occur in the future. Forward-looking statements contained in this press release include, but are not limited to, statements with respect to the Company’s continued business expansion, the transition to a hybrid ownership model, the expected benefits of aircraft ownership, improving balance sheet and financial metrics, increasing demand, rapid scale in passenger operations, delivery timelines for aircraft, expected fleet size, receipt of FAA and DOT approvals and the Company’s status as the Nation’s fastest growing charter airline. In certain cases, forward-looking statements can be identified by the use of words such as "plans", "expects" "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates" or variations of such words and phrases or statements that certain actions, events or results "may", "could", "would", "might" or "will be taken", "occur" or "be achieved" suggesting future outcomes, or other expectations, beliefs, plans, objectives, assumptions, intentions or statements about future events or performance. Forward-looking statements contained in this press release is based on certain factors and assumptions regarding, among other things, the receipt of financing to continue airline operations, the accuracy, reliability and success of GlobalX’s business model; GlobalX’s ability to accurately forecast demand; GlobalX will be able to successfully conclude definitive agreements for transactions subject to LOI; the timely receipt of governmental approvals, including from the FAA and DOT; the success of airline operations of GlobalX; GlobalX’s ability to successfully enter new geographic markets; the legislative and regulatory environments of the jurisdictions where GlobalX will carry on business or have operations; the Company has or will have sufficient aircraft to provide the service; the impact of competition and the competitive response to GlobalX’s business strategy; the future price of fuel, and the availability of aircraft. While the Company considers these assumptions to be reasonable based on information currently available to it, they may prove to be incorrect.

Forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the Company to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. The Company has identified certain known material risk factors applicable to it in its Annual Report on Form 10-K for the year ended December 31, 2024, filed with the SEC and its other filings with the SEC. Moreover, it is not always possible for the Company to predict how new risks and uncertainties that arise from time to time may affect it. Although the Company has attempted to identify important factors that could cause actual results to differ materially from those described in the forward-looking statements, there may be other factors that cause results not to be as anticipated, estimated or intended. Accordingly, readers should not place undue reliance on forward-looking statements. The forward-looking statements are made as of the date of this press release. Except as required by applicable securities laws, the Company does not undertake any obligation to publicly update any forward-looking statements. If GlobalX does update one or more forward-looking statements, no inference should be made that it will make additional updates with respect to those or other forward-looking statements.

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14.07.25 07:01:49 Air India crash probe far from over, says CEO after preliminary report
By Aditya Kalra

NEW DELHI (Reuters) -The probe into last month's crash of an Air India plane in Ahmedabad is far from over and it is unwise to jump to any premature conclusions, airline CEO Campbell Wilson said in an internal memo on Monday after the release of a preliminary report by investigators.

The memo, reviewed by Reuters, comes after the report depicted confusion in the cockpit shortly before the crash of the Boeing Dreamliner that killed 260 people. It said the plane's engine fuel cutoff switches flipped almost simultaneously and starved the engines of fuel.

"The release of the preliminary report marked the point at which we, along with the world, began receiving additional details about what took place. Unsurprisingly, it provided both greater clarity and opened additional questions." the memo said.

Wilson added: "The preliminary report identified no cause nor made any recommendations, so I urge everyone to avoid drawing premature conclusions as the investigation is far from over."

The Boeing 787 Dreamliner bound for London from the Indian city of Ahmedabad began to lose thrust and sink shortly after takeoff, according to the report released by India's Aircraft Accident Investigation Bureau (AAIB).

The memo said the preliminary report found no mechanical or maintenance faults and that all required maintenance had been carried out.

The preliminary report, released on Saturday, suggested no immediate action for Boeing or GE, whose engines were fitted on to the aircraft.

The AAIB, an office under India's civil aviation ministry, is leading the probe into the crash, which killed all but one of the 242 people on board and 19 others on the ground.

Air India has come under heightened scrutiny on multiple fronts following the crash.

On July 4, the European Union Aviation Safety Agency said it would investigate budget unit Air India Express, after a Reuters report revealed the airline failed to promptly replace engine parts on an Airbus A320 as mandated, and falsified records to indicate compliance.

ALPA India, which represents Indian pilots at the Montreal-based International Federation of Air Line Pilots’ Associations, rejected the presumption of pilot error in the Ahmedabad crash and called for a "fair, fact-based inquiry."

"The pilots body must now be made part of the probe, at least as observers," ALPA India President Sam Thomas told Reuters on Sunday.

(Reporting by Aditya Kalra in New Delhi, writing by Chandini Monnappa and Hritam Mukherjee in Bengaluru; Editing by Nivedita Bhattacharjee and Raju Gopalakrishnan)

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11.07.25 16:00:02 Airbus Group (EADSY) Upgraded to Strong Buy: Here's What You Should Know
Airbus Group (EADSY) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.

Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.

Therefore, the Zacks rating upgrade for Airbus Group basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock Prices

The change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Airbus Group imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate Revisions

As empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

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Earnings Estimate Revisions for Airbus Group

For the fiscal year ending December 2025, this company is expected to earn $1.82 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Airbus Group. Over the past three months, the Zacks Consensus Estimate for the company has increased 6.4%.

Bottom Line

Unlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Airbus Group to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

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Airbus Group (EADSY) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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11.07.25 14:00:00 Best Momentum Stock to Buy for July 11th
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, July 11th:

Airbus Group EADSY: This company which manufactures airplanes and military equipment, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 0.6% over the last 60 days.

Airbus Group Price and ConsensusAirbus Group Price and Consensus

Airbus Group price-consensus-chart | Airbus Group Quote

Airbus Group’s shares gained 39.6% over the last three month compared with the S&P 500’s gain of 17.1%. The company possesses a Momentum Score of A.

Airbus Group PriceAirbus Group Price

Airbus Group price | Airbus Group Quote

Virtus Investment Partners VRTS: This company which provides investment management products and services to individuals and institutions in the United States, has a Zacks Rank #1, and witnessed the Zacks Consensus Estimate for its current year earnings increasing 2.8% over the last 60 days.

Virtus Investment Partners, Inc. Price and ConsensusVirtus Investment Partners, Inc. Price and Consensus

Virtus Investment Partners, Inc. price-consensus-chart | Virtus Investment Partners, Inc. Quote

Virtus Investment Partners' shares gained 35.5% over the last three month compared with the S&P 500’s gain of 17.1%. The company possesses a Momentum Score of A.

Virtus Investment Partners, Inc. PriceVirtus Investment Partners, Inc. Price

Virtus Investment Partners, Inc. price | Virtus Investment Partners, Inc. Quote

Interactive Brokers IBKR: This company which specializes in routing orders and executing and processing trades in securities, futures, foreign exchange instruments, bonds, mutual funds, exchange-traded funds (ETFs) and precious metals on more than 150 electronic exchanges and market centers in 34 countries and 27 currencies, has a Zacks Rank #1, and witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.6% over the last 60 days.

Interactive Brokers Group, Inc. Price and ConsensusInteractive Brokers Group, Inc. Price and Consensus

Interactive Brokers Group, Inc. price-consensus-chart | Interactive Brokers Group, Inc. Quote

Interactive Brokers' shares gained 37.8% over the last three month compared with the S&P 500’s gain of 17.1%. The company possesses a Momentum Score of B.

Interactive Brokers Group, Inc. PriceInteractive Brokers Group, Inc. Price

Interactive Brokers Group, Inc. price | Interactive Brokers Group, Inc. Quote

See the full list of top ranked stocks here

Learn more about the Momentum score and how it is calculated here.

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Interactive Brokers Group, Inc. (IBKR) : Free Stock Analysis Report

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Virtus Investment Partners, Inc. (VRTS) : Free Stock Analysis Report

Airbus Group (EADSY) : Free Stock Analysis Report

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11.07.25 12:09:00 How Rolls-Royce Tackles Supply-Chain Woes With Trent 1000 Task Force
Rolls-Royce Holdings Plc RYCEY, like most aerospace and defense industry players, has faced significant supply-chain challenges in recent years, particularly with its Trent 1000 engine program. However, the company’s proactive initiatives, including the formation of a dedicated Trent 1000 Task Force, have helped mitigate this disruption and can be expected to continue playing a crucial role in its near-term growth story.

Supply-Chain Disruption & RYCEY’s Response

Persistent supply-chain bottlenecks arising from a combination of factors like raw material shortages, logistic issues, as well as delays in the availability of engine parts and components, immensely affected Rolls-Royce’s engine production and maintenance schedules.  These challenges resulted in a charge of approximately $518 million (£382 million), with prolonged supply-chain disruptions cited as the primary cause.

The company’s Trent 1000 engine program was particularly affected. British Airways was even forced to cancel flights on a key transatlantic route, attributing the issue to the limited availability of Trent 1000 engines used in Boeing 787 Dreamliners.

To address this, Rolls-Royce established the Trent 1000 Task Force last year to streamline repairs, expedite part deliveries and improve supplier coordination. These efforts are already yielding results — the company increased Trent 1000 supply-chain output by around 20% in 2024, easing pressure on its Maintenance, Repair and Overhaul operations.

To bolster this momentum, Rolls-Royce embedded around 250 staff across key suppliers to boost technical skills and enable more effective integrated planning.

To further mitigate the challenges, in June 2025, RYCEY launched the first of two Durability Enhancement Packages, which are intended to more than double the time Trent 1000 engines can remain in service before needing maintenance. Impressively, Rolls-Royce is incorporating this durability enhancement program, worth approximately $1.28 billion (1 billion GBP), all across its Trent engine fleet.

These initiatives will not only enhance Rolls-Royce’s operational resilience but also support broader industry recovery, improving engine availability for aircraft manufacturers like Boeing and airline operators such as British Airways, both critical players in the global aerospace supply chain.

Other Stocks Taking Initiatives

With virtually no aerospace company being able to escape the impact of the worldwide supply-chain bottleneck, other stocks in the sector like Boeing BA and Airbus EADSY, which also have taken notable recovery initiatives, are thus worth a look.

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Notably, in May 2025, Boeing celebrated the opening of its third distribution center in Germany, which came with the capacity to store more than 9,000 unique parts for Boeing aircraft, including large items such as landing gear components. This warehouse will primarily serve BA’s European commercial airline customers.

On the other hand, Airbus is advancing closed-loop recycling by reusing titanium scraps from production and end-of-life aircraft to ease the supply-chain pressures. Partnering with EcoTitanium and IMET Alloys, the company produced its first ingot from recycled titanium in 2025, helping reduce dependence on virgin materials and stabilizing critical metal supply (as per a July 2025 report published by EADSY).

The Zacks Rundown for RYCEY

Shares of Rolls-Royce have surged a solid 134.5% in the past year compared with the industry’s growth of 48.9%.Zacks Investment Research

Image Source: Zacks Investment Research

From a valuation standpoint, RYCEY is currently trading at a forward 12-month earnings of 35.15X, a roughly 27.5% discount when stacked up with the industry average of 48.49X.Zacks Investment Research

Image Source: Zacks Investment Research

The bottom-line estimate for 2025 and 2026 has moved north over the past 60 days.Zacks Investment Research

Image Source: Zacks Investment Research

Rolls-Royce currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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The Boeing Company (BA) : Free Stock Analysis Report

Rolls-Royce Holdings PLC (RYCEY) : Free Stock Analysis Report

Airbus Group (EADSY) : Free Stock Analysis Report

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11.07.25 09:30:00 The Quiet Comeback of Cheap Long-Haul Flights
A new crop of players aren’t making the splash that budget carriers once did but they are going the distance.

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