We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Airbus Clinches Deal to Deliver Two A330 MRTT Aircraft to NATO
Read MoreHide Full Article
Key Takeaways
EADSY secured a NATO order for two A330 MRTT aircraft, raising the Multinational MRTT Fleet to 12.
A330 MRTT holds 90% of the non-U.S. new-gen tanker market, with 84 orders from 17 global customers.
EADSY's A330 MRTT remains the tanker of choice for 15 countries and NATO's MMF.
Airbus SE (EADSY - Free Report) recently secured an order from the NATO Support and Procurement Agency to deliver two of its A330 Multi Role Tanker Transport (“MRTT”) aircraft. These aircraft, scheduled for delivery in 2028 and 2029, brought the Multinational MRTT Fleet (“MMF”) to 12 aircraft.
This contract is expected to bolster Airbus’ defense business segment’s revenues, which registered an 11% jump in the first quarter of 2025, on completion of the deliveries.
EADSY’s Growth Potential
Factors like increased defense spending and evolving geopolitical tensions around the world, such as the ongoing conflict in the Middle East, have compelled nations to prioritize long-range combat missions. Tanker aircraft play an important part in such operations, allowing fighter jets, bombers and surveillance aircraft to conduct operations without the limitation of fuel range.
This is likely to have led the Mordor Intelligence firm to predict that the tanker aircraft market will witness a CAGR of 6.4% during the 2025-2030 period. Such growth opportunities offered by the aforementioned market should bode well for Airbus.
Airbus' A330 MRTT is a cutting-edge aircraft that effortlessly integrates air-to-air refueling, strategic airlift and medical evacuation capabilities. With a fuel capacity of up to 111 tons, the A330 MRTT is well-suited for long-range missions supporting NATO and allied operations globally. Its selection by 15 nations — including Australia, Canada, France and NATO’s Multinational MRTT Fleet — underscores its strong international appeal. Backed by proven performance and versatility, the A330 MRTT commands 90% of the new-generation tanker market outside the United States, with 84 aircraft ordered by 17 customers, reflecting this aircraft’s robust global demand.
Opportunities for Other Defense Stocks
Other prominent defense players that have a strong presence in the tanker aircraft market are mentioned below:
The Boeing Company (BA - Free Report) : The company’s KC-46 Pegasus is a wide-body, multirole tanker capable of refueling all U.S. allied and coalition military aircraft that comply with international aerial refueling standards. It brings together multi-domain warfighters, giving tactical situational awareness and real-time information supremacy.
Boeing has a long-term (three to five years) earnings growth rate of 18.1%. The Zacks Consensus Estimate for BA’s 2025 sales indicates an improvement of 25.6%.
Lockheed Martin Corp. (LMT - Free Report) : The company's KC-130J is a multipurpose military tanker that provides aerial refueling support. Its enhanced fuel capacity, dependability and modern avionics make it ideal for long-range operations.
Lockheed boasts a long-term earnings growth rate of 10.5%. The Zacks Consensus Estimate for LMT’s 2025 sales suggests an improvement of 4.7%.
Embraer S.A. (ERJ - Free Report) : The company's C-390 Millennium is a tactical multi-mission tanker. It can accommodate a variety of operations and considerably reduce crew workload while increasing mission efficiency and precision.
Embraer delivered an average earnings surprise of 150.60% in the last four quarters. The Zacks Consensus Estimate for ERJ’s 2025 sales suggests an improvement of 15.4%.
EADSY Stock Price Movement
In the past six months, Airbus shares have risen 23.2% compared with the industry’s growth of 16.1%.
Image: Bigstock
Airbus Clinches Deal to Deliver Two A330 MRTT Aircraft to NATO
Key Takeaways
Airbus SE (EADSY - Free Report) recently secured an order from the NATO Support and Procurement Agency to deliver two of its A330 Multi Role Tanker Transport (“MRTT”) aircraft. These aircraft, scheduled for delivery in 2028 and 2029, brought the Multinational MRTT Fleet (“MMF”) to 12 aircraft.
This contract is expected to bolster Airbus’ defense business segment’s revenues, which registered an 11% jump in the first quarter of 2025, on completion of the deliveries.
EADSY’s Growth Potential
Factors like increased defense spending and evolving geopolitical tensions around the world, such as the ongoing conflict in the Middle East, have compelled nations to prioritize long-range combat missions. Tanker aircraft play an important part in such operations, allowing fighter jets, bombers and surveillance aircraft to conduct operations without the limitation of fuel range.
This is likely to have led the Mordor Intelligence firm to predict that the tanker aircraft market will witness a CAGR of 6.4% during the 2025-2030 period. Such growth opportunities offered by the aforementioned market should bode well for Airbus.
Airbus' A330 MRTT is a cutting-edge aircraft that effortlessly integrates air-to-air refueling, strategic airlift and medical evacuation capabilities. With a fuel capacity of up to 111 tons, the A330 MRTT is well-suited for long-range missions supporting NATO and allied operations globally. Its selection by 15 nations — including Australia, Canada, France and NATO’s Multinational MRTT Fleet — underscores its strong international appeal. Backed by proven performance and versatility, the A330 MRTT commands 90% of the new-generation tanker market outside the United States, with 84 aircraft ordered by 17 customers, reflecting this aircraft’s robust global demand.
Opportunities for Other Defense Stocks
Other prominent defense players that have a strong presence in the tanker aircraft market are mentioned below:
The Boeing Company (BA - Free Report) : The company’s KC-46 Pegasus is a wide-body, multirole tanker capable of refueling all U.S. allied and coalition military aircraft that comply with international aerial refueling standards. It brings together multi-domain warfighters, giving tactical situational awareness and real-time information supremacy.
Boeing has a long-term (three to five years) earnings growth rate of 18.1%. The Zacks Consensus Estimate for BA’s 2025 sales indicates an improvement of 25.6%.
Lockheed Martin Corp. (LMT - Free Report) : The company's KC-130J is a multipurpose military tanker that provides aerial refueling support. Its enhanced fuel capacity, dependability and modern avionics make it ideal for long-range operations.
Lockheed boasts a long-term earnings growth rate of 10.5%. The Zacks Consensus Estimate for LMT’s 2025 sales suggests an improvement of 4.7%.
Embraer S.A. (ERJ - Free Report) : The company's C-390 Millennium is a tactical multi-mission tanker. It can accommodate a variety of operations and considerably reduce crew workload while increasing mission efficiency and precision.
Embraer delivered an average earnings surprise of 150.60% in the last four quarters. The Zacks Consensus Estimate for ERJ’s 2025 sales suggests an improvement of 15.4%.
EADSY Stock Price Movement
In the past six months, Airbus shares have risen 23.2% compared with the industry’s growth of 16.1%.
Image Source: Zacks Investment Research
EADSY’s Zacks Rank
Airbus currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.