Airbus has secured an order from Air China and its subsidiary Shenzhen Airlines covering 15 A350-900 widebody jets and 40 A320neo narrowbody aircraft, totaling 55 planes valued at approximately $12.4 billion at list prices. A Seeking Alpha report places the total Chinese airline commitments at 95 aircraft across three carriers, suggesting additional deals beyond the Air China group order. The A350-900 and A320neo families are Airbus's primary commercial widebody and narrowbody products, competing directly against Boeing's 787 and 737 MAX lines.
A $12.4 billion order from Chinese carriers reinforces Airbus's commercial advantage in the world's fastest-growing aviation market at a time when Boeing continues to face production and certification headwinds. Investors in Airbus (AIR.PA) get direct backlog support, while Boeing (BA) faces further evidence that Chinese carriers are routing new widebody and narrowbody demand away from its products. Supply-chain names tied to Airbus, including CFM International engine suppliers GE Aerospace and Safran, also benefit from incremental volume.
Airbus H1 2025 earnings and order update, expected late July 2025. Boeing Q2 2025 earnings, expected late July 2025. Paris Air Show order announcements, June 2025.
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