Airbus SE Accelerates Production as Tension Grows with SuppliersAirbus SEXETR_DLY:AIRActivTrades By Ion Jauregui – Analyst at ActivTrades Airbus SE is once again at the center of industrial attention. The European manufacturer is standing firm on its ambitious plan to ramp up A320neo production to 75 aircraft per month by 2027, but pressure on the supply chain — particularly engine suppliers — threatens to disrupt the timeline. According to industry sources, Pratt & Whitney, a subsidiary of RTX Corp (NYSE:RTX), is engaged in intensive negotiations with Airbus to secure engine deliveries beyond 2027. Although the supplier has already fulfilled the commitments agreed for 2025, tensions continue to rise. The reason: accumulated delays in repairs of its GTF engines, which have left hundreds of aircraft grounded worldwide over the past months. The situation is delicate enough that Airbus is forced to manage fuselage production while also handling a growing inventory of “gliders” — aircraft that are technically completed but lack engines. In this context, the battle between Pratt & Whitney and CFM International — the alliance between GE Aerospace and Safran SA (EPA:SAF) — is intensifying. Both groups compete to power the backbone of the global narrow-body fleet, yet neither is immune to capacity constraints and maintenance-shop bottlenecks. Industrial and Financial Impact The challenge for Airbus is significant. Airlines are pushing to receive their orders at a time when demand for single-aisle aircraft is at historic highs. For the company, meeting production targets is essential to sustain revenues, margins, and cash flow in the coming years. Engine delays have forced Pratt & Whitney to prioritize critical repairs, slowing the delivery of new units. Although Airbus has not officially revised its guidance, several European and Middle Eastern airlines warn that bottlenecks could extend into 2027, coinciding with the most demanding phase of the production ramp-up. Technical Analysis: Airbus SE (AIR.GE) Since April, Airbus SE (EPA:AIR) has maintained an upward trend and, in recent sessions, has been trading near the upper end of its current range, between €216.85 and €198.15, reflecting market confidence in the structural growth of the aerospace sector. However, the stock is showing resistance near the indicated all-time highs, where the price appears to be consolidating as investors await updates on the supply chain. Any signs of stabilization in the engine-related issues could act as a bullish catalyst. Conversely, new inspections, extended delays, or any news suggesting further disruptions could trigger technical corrections toward key support levels. From a technical standpoint, the current price fluctuates around the 50-day moving average, after having lost it in the previous session. The RSI sits at a neutral 49.82%, while the MACD appears to have entered corrective territory. ActivTrades Europe Market Pulse indicates that speculation and risk sentiment in the European market are neutral, suggesting that the current price action reflects a consolidation phase following the recent highs. Market Outlook For Airbus, the equation is clear: demand is strong, the backlog is solid, and financing is not an issue. However, the supply chain — particularly engine providers — remains the Achilles’ heel of global aviation. For the European manufacturer, Pratt & Whitney’s ability to meet deadlines will determine whether 2027 becomes a year of full expansion or one marked by delays in one of the most ambitious industrial plans of the decade. ******************************************************************************************* The information provided does not constitute investment research. The material has not been prepared in accordance with the legal requirements designed to promote the independence of investment research and such should be considered a marketing communication. All information has been prepared by ActivTrades ("AT"). The information does not contain a record of AT's prices, or an offer of or solicitation for a transaction in any financial instrument. No representation or warranty is given as to the accuracy or completeness of this information. Any material provided does not have regard to the specific investment objective and financial situation of any person who may receive it. Past performance and forecasting are not a synonym of a reliable indicator of future performance. AT provides an execution-only service. Consequently, any person acting on the information provided does so at their own risk. Political risk is unpredictable. Central bank actions can vary. Platform tools do not guarantee success.