Airbus Defense Business Could Help Fill Europe's Growing Capability Gap -- Market Talk

Dow Jones

Jun 24, 2025

0906 GMT - Airbus Defence and Space $(ADS.AU)$ is well-positioned to fill a new capability gap in Europe for transport, tanker aircraft and helicopters, Deutsche Bank's analyst Christophe Menard says. This capability gap is widening as the U.S. shifts its focus to the Indo-Pacific, he notes. ADS's growth and profitability are expected to be noticeable after 2028, precisely when Airbus Commercial might reach a plateau, Menard says. Plus, Airbus remains affordable compared to both commercial and defense peers, he adds. Deutsche Bank increases its price target on Airbus stock to 185 euros from 183 euros on slightly improved margins at the Helicopter and Defence and Space units. Shares are up 2.2% at 170.60 euros. (cristina.gallardo@wsj.com)

(END) Dow Jones Newswires

June 24, 2025 05:06 ET (09:06 GMT)

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This capability gap is widening as the U.S. shifts its focus to the Indo-Pacific, he notes. ADS's growth and profitability are expected to be noticeable after 2028, precisely when Airbus Commercial might reach a plateau, Menard says. Plus, Airbus remains affordable compared to both commercial and defense peers, he adds. Deutsche Bank increases its price target on Airbus stock to 185 euros from 183 euros on slightly improved margins at the Helicopter and Defence and Space units. Shares are up 2.2% at 170.60 euros. 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This capability gap is widening as the U.S. shifts its focus to the Indo-Pacific, he notes. ADS's growth and profitability are expected to be noticeable after 2028, precisely when Airbus Commercial might reach a plateau, Menard says. Plus, Airbus remains affordable compared to both commercial and defense peers, he adds. Deutsche Bank increases its price target on Airbus stock to 185 euros from 183 euros on slightly improved margins at the Helicopter and Defence and Space units. Shares are up 2.2% at 170.60 euros. (cristina.gallardo@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 24, 2025 05:06 ET (09:06 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"EADSY","symbol_name":"空中客车集团","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2545462404","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2545462404","pubTimestamp":1750755960,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0906 GMT - Airbus Defence and Space  is well-positioned to fill a new capability gap in Europe for transport, tanker aircraft and helicopters, Deutsche Bank's analyst Christophe Menard says. This capability gap is widening as the U.S. shifts its focus to the Indo-Pacific, he notes. ADS's growth and profitability are expected to be noticeable after 2028, precisely when Airbus Commercial might reach a plateau, Menard says. Plus, Airbus remains affordable compared to both commercial and defense peers, he adds. Deutsche Bank increases its price target on Airbus stock to 185 euros from 183 euros on slightly improved margins at the Helicopter and Defence and Space units. Shares are up 2.2% at 170.60 euros. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"EADSY":"空中客车集团","BK4187":"航天航空与国防"},"translate_title":"空客国防业务可以帮助填补欧洲日益增长的能力缺口——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EADSY":0.9},"content_text":"0906 GMT - Airbus Defence and Space $(ADS.AU)$ is well-positioned to fill a new capability gap in Europe for transport, tanker aircraft and helicopters, Deutsche Bank's analyst Christophe Menard says. This capability gap is widening as the U.S. shifts its focus to the Indo-Pacific, he notes. ADS's growth and profitability are expected to be noticeable after 2028, precisely when Airbus Commercial might reach a plateau, Menard says. Plus, Airbus remains affordable compared to both commercial and defense peers, he adds. Deutsche Bank increases its price target on Airbus stock to 185 euros from 183 euros on slightly improved margins at the Helicopter and Defence and Space units. Shares are up 2.2% at 170.60 euros. (cristina.gallardo@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 24, 2025 05:06 ET (09:06 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}