Paris, Jan 24, 2026, 23:16 CET — Market closed
- Airbus shares will be watched when Euronext Paris reopens after a report the planemaker is nearing a large A220 order from AirAsia
- The stock ended Friday slightly higher at €206.80, but has pulled back from mid-January highs
- Traders are looking for any formal deal announcement and for Airbus’ Feb. 19 full-year results
Airbus SE (AIR.PA) shares will be in focus when Euronext Paris reopens on Monday, Jan 26, after Reuters reported the planemaker is closing in on a deal to sell around 100 A220 jets to AirAsia. The package could include options for about 50 more aircraft and be announced within days, the report said, though both companies declined to comment and an AirAsia spokesperson said: “We have no announcements to make at this time.” (Reuters)
A deal of that size would add a rare headline order for the A220, Airbus’ smallest single-aisle jet, and underline demand from Asian low-cost carriers looking to widen route maps. For investors, it lands at a moment when order momentum matters as much as production pace.
Airbus delivered 793 commercial aircraft to 91 customers in 2025 and finished the year with a record backlog — its order book — of 8,754 planes, the company said earlier this month. That demand cushion has kept attention on what can go out the door, and when. (Airbus)
Airbus shares last closed at 206.80 euros on Friday, up 0.02% on the day. The stock is about 6.5% below its 52-week high of 221.30 euros, according to market data. (Bloomberg)
The talks would mark AirAsia’s first step into the regional narrowbody segment and could make it the first buyer of a proposed 160-seat, high-density A220, industry sources said. Brazil’s Embraer has been vying for the same opening with its E2 regional jets, in a push to break Airbus’ hold on AirAsia’s fleet. (MarketScreener)
AirAsia owner Tony Fernandes has framed the move as a network play rather than a break with the group’s single-fleet logic. “I think we’ll look to do something imminently, in the next 1-3 months,” he told Reuters in June 2025, referring to timing once restructuring work was further along. (Reuters)
But the downside case is familiar: a headline order does not fix delivery bottlenecks, and timelines can slip. Airbus Commercial Aircraft chief Christian Scherer has said engines for the A320neo family were arriving “very, very late” and called the unresolved supply picture with Pratt & Whitney “an issue that we need to resolve,” while independent aviation analyst Rob Morris has warned of an “increasingly complex” supply chain. (Reuters)
The next catalyst is straightforward: any formal announcement on the AirAsia talks, which sources said could come within days. Beyond that, Airbus’ calendar shows its FY 2025 earnings release is scheduled for Feb. 19, when investors expect updated delivery, cash and production guidance. (Airbus)
