ENXTPA:AIRAerospace & Defense
Is Airbus’ Expanding LEO Satellite Role And Record Backlog Altering The Investment Case For Airbus (ENXTPA:AIR)?
Eutelsat recently awarded Airbus Defence and Space a contract to build 340 additional OneWeb low Earth orbit satellites in Toulouse, while Airbus also reported 793 commercial aircraft deliveries in 2025 and a record backlog of 8,754 planes.
This combination of a large, long-dated satellite order and a historically high aircraft backlog underscores how diversified demand is shaping Airbus’s workload.
We’ll now explore how this major OneWeb satellite contract, alongside record aircraft...