Research analysts who have asked questions during EADSY earnings calls.
Benjamin Heelan
Bank of America
2 questions for EADSY
DP
David Perry
JPMorgan Chase & Co.
2 questions for EADSY
Also covers: BAESY
Olivier Brochet
Redburn Atlantic
2 questions for EADSY
Also covers: BAESY
Robert Stallard
Vertical Research Partners
2 questions for EADSY
Also covers: BA, BAESY, DRS +12 more
Ross Law
Morgan Stanley
2 questions for EADSY
CL
Chloe Lemarie
Jefferies Financial Group
1 question for EADSY
Also covers: BAESY
CM
Christophe Menard
Deutsche Bank
1 question for EADSY
Also covers: BAESY, HNSDF
Ian Douglas-Pennant
UBS
1 question for EADSY
Also covers: SAABF
TS
Tristan Sanson
BNP Paribas
1 question for EADSY
Recent press releases and 8-K filings for EADSY.
Wizz Air Adjusts Airbus Delivery Schedule and Fleet Orders
EADSY
Guidance Update
New Projects/Investments
- Wizz Air has deferred 88 Airbus aircraft deliveries by three years to fiscal 2033 to support a more sustainable growth trajectory, targeting a 10-12% seat capacity growth rate through 2030.
- The airline significantly reduced its Airbus A321XLR order from 47 to 11 aircraft, converting 36 of these into standard A321neos, while its total outstanding Airbus order remains at 273 aircraft.
- These fleet adjustments are influenced by the closure of its Abu Dhabi operation and operational challenges, including Pratt & Whitney engine inspections grounding parts of its fleet.
Nov 7, 2025, 9:17 PM
Airbus expands A320 assembly in Mobile, Alabama
EADSY
New Projects/Investments
Revenue Acceleration/Inflection
- Airbus has opened a third final assembly line in Mobile, Alabama, for the A320 family, doubling the production capacity of A320-series jets in Mobile to 16 planes annually.
- This expansion supports Airbus's strategy to increase its global production rate to 75 A320 family aircraft per month by 2027 to address a backlog of approximately 7,100 orders.
- The Mobile facility, now the world's fourth largest aircraft manufacturing hub, will produce about 20 aircraft per year including A220 models, and Airbus targets 820 plane deliveries in 2025.
- Supplier performance has significantly improved, with 98 percent of suppliers meeting production rhythm requirements, despite ongoing supply chain challenges.
Oct 13, 2025, 12:43 PM
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