Public companies › AIR.PA
Airbus AIR.PA · Euronext
Government aviation-parts contract record, attributed to 3 vendor units (CAGE codes) owned by Airbus. Data only; not investment advice.
$67.7M
obligated, last 52 weeks
+604%
vs prior 52 ($9.6M)
281
contract actions, 52 weeks
$29.0M
obligated, last 90 days
Outlook, next month
— No lean
Weeks like this one (6266 cases) have not been followed by a consistent move either way: +0.0% versus the sector, ahead 50% of the time. Historical tendency of similar weeks, not a forecast and not advice.
Flow Score
week of 2026-09-21 · same for every reader · method and track recordContract flow this week: normal · last month: flat · FAA directives: elevated, 5 directives in 30 days
In primes and large-caps, weeks like this (6266 cases since 2012) show no measurable effect: +0.0% over the next 20 trading days versus the aerospace ETF, ahead 50% of the time, against +0.1% in ordinary weeks.
A description of the current state of public contracting data and its measured history. Not a recommendation to buy, sell or hold anything.
Our current read
frozen September 23 · scored after 20 trading days (about October 21)
50% chance Airbus beats the aerospace sector over the next 20 trading days; expected excess move +0.1%. In words: about as likely as not to beat the sector.
Based on 6,356 comparable weeks since 2012 (same company size, same contract-flow level: normal), pulled toward 50% when the evidence is thin. This number was written down on September 23 and cannot be changed; it is scored against the actual price when the horizon arrives.
Our record on AIR.PA: no scored calls yet; the first score lands about four weeks after the first read.
A probability, not a recommendation. Every read we have ever made, and how it turned out, is on the research page.
How to read this, in plain terms
The idea. Every week the government signs contracts for aircraft parts, and we know which company won them. When a company suddenly wins far more than its usual week, a natural question is whether its stock tends to move in the weeks after. We measured that for every company on this site, every week since 2012, and this box reports what we found for weeks that look like the current one.
Outlook is the answer in three words. ▲ Leaning higher means that in past weeks like this one, stocks of this size usually went on to beat the aerospace sector over the following month, and did so often enough and by enough that it is unlikely to be chance. ▼ Leaning lower is the reverse. — No lean means the record shows no consistent move either way, which is the honest answer most weeks and for most of the largest companies.
Flow Score is the current week in words: whether this company's contract flow is unusually strong, normal or weak compared with its own past year; whether it is rising or falling over the last month; and whether the FAA has recently issued directives against its products.
What it is not. A tendency in past data, not a forecast, and not a recommendation. Sample sizes are shown so you can weigh it yourself; a lean built on 400 cases means more than one built on 40. Stocks move for many reasons that have nothing to do with parts contracts. Use this as one input, alongside everything else you know.
The weeks behind this outlook (6266 comparable weeks; the 40 most recent shown)
Every week since 2012 in which a company of this size had contract flow in the same state as Airbus has now. “Next month” is how the stock did against the aerospace sector over the following 20 trading days.
| Week of | Company | Contract flow that week | vs. its normal | Next month |
|---|---|---|---|---|
| 2026-08-17 | Huntington Ingalls | — | about normal | beat by 0.1% |
| 2026-08-17 | GE Aerospace (incl. CFM International) | $884K | about normal | beat by 0.1% |
| 2026-08-17 | L3Harris | $93K | about normal | beat by 0.9% |
| 2026-08-10 | Huntington Ingalls | — | about normal | beat by 2.3% |
| 2026-08-10 | GE Aerospace (incl. CFM International) | $3.0M | about normal | beat by 1.0% |
| 2026-08-03 | Textron (Bell, Cessna, Beechcraft) | $500K | about normal | beat by 2.3% |
| 2026-08-03 | Huntington Ingalls | — | about normal | trailed by 0.2% |
| 2026-07-27 | Huntington Ingalls | — | about normal | beat by 2.8% |
| 2026-07-27 | L3Harris | $63.2M | about normal | beat by 2.8% |
| 2026-07-20 | Textron (Bell, Cessna, Beechcraft) | $53.2M | about normal | trailed by 2.8% |
| 2026-07-20 | Huntington Ingalls | — | about normal | beat by 5.7% |
| 2026-07-13 | Huntington Ingalls | — | about normal | beat by 5.9% |
| 2026-07-06 | Huntington Ingalls | — | about normal | beat by 11.2% |
| 2026-06-29 | L3Harris | $37.8M | about normal | trailed by 7.8% |
| 2026-06-29 | Huntington Ingalls | — | about normal | beat by 4.5% |
| 2026-06-22 | Boeing | $153.4M | about normal | beat by 3.4% |
| 2026-06-22 | Huntington Ingalls | — | about normal | beat by 17.0% |
| 2026-06-22 | Northrop Grumman | $34.0M | about normal | beat by 5.2% |
| 2026-06-22 | Textron (Bell, Cessna, Beechcraft) | $23.6M | about normal | trailed by 2.9% |
| 2026-06-22 | HEICO | $172K | about normal | beat by 0.8% |
| 2026-06-22 | TransDigm | $1.2M | about normal | trailed by 2.2% |
| 2026-06-22 | RTX (Raytheon, Pratt & Whitney, Collins) | $32.9M | about normal | beat by 14.1% |
| 2026-06-22 | Lockheed Martin | $168.6M | about normal | beat by 12.4% |
| 2026-06-22 | GE Aerospace (incl. CFM International) | $23.8M | about normal | trailed by 2.8% |
| 2026-06-15 | Boeing | $154.3M | about normal | trailed by 5.9% |
| 2026-06-15 | Huntington Ingalls | — | about normal | beat by 1.8% |
| 2026-06-15 | Leidos | $3.1M | about normal | beat by 4.9% |
| 2026-06-15 | General Dynamics (Gulfstream) | $22K | about normal | beat by 10.5% |
| 2026-06-15 | Parker-Hannifin | $3.5M | about normal | beat by 1.7% |
| 2026-06-15 | L3Harris | $262K | about normal | beat by 3.5% |
| 2026-06-15 | Textron (Bell, Cessna, Beechcraft) | $863K | about normal | beat by 6.8% |
| 2026-06-15 | RTX (Raytheon, Pratt & Whitney, Collins) | $46.5M | about normal | beat by 12.2% |
| 2026-06-15 | Honeywell | $30.9M | about normal | beat by 2.4% |
| 2026-06-15 | Lockheed Martin | $77.3M | about normal | beat by 14.8% |
| 2026-06-15 | GE Aerospace (incl. CFM International) | $24.0M | about normal | trailed by 5.4% |
| 2026-06-15 | Northrop Grumman | $447.7M | about normal | beat by 5.2% |
| 2026-06-15 | TransDigm | $2.9M | about normal | trailed by 9.1% |
| 2026-06-08 | Textron (Bell, Cessna, Beechcraft) | $17.1M | about normal | beat by 3.7% |
| 2026-06-08 | Northrop Grumman | $703K | about normal | trailed by 0.2% |
| 2026-06-08 | Huntington Ingalls | — | about normal | trailed by 4.4% |
Weekly obligations, this year against last
FPDS aviation-parts actions, all agencies, by signing week.
Units that win
- AIRBUS HELICOPTERS, INC. 3GSZ1$53.8M · 238
- AIRBUS DS MILITARY AIRCRAFT, INC. 0DAF1$13.9M · 42
- AIRBUS DEFENSE AND SPACE, INC. 8W891— · 1
What they win, by supply class
- 1615 HELICOPTER ROTOR BLADES, DRIVE MECHANISMS AND COMPONENTS$43.0M · 65
- 1560 AIRFRAME STRUCTURAL COMPONENTS$13.6M · 120
- 1620 AIRCRAFT LANDING GEAR COMPONENTS$5.4M · 10
- 1680 MISCELLANEOUS AIRCRAFT ACCESSORIES AND COMPONENTS$2.6M · 49
- 2915 ENGINE FUEL SYSTEM COMPONENTS, AIRCRAFT AND MISSILE PRIME MOVERS$1.8M · 4
- 1630 AIRCRAFT WHEEL AND BRAKE SYSTEMS$611K · 15
- 1650 AIRCRAFT HYDRAULIC, VACUUM, AND DE-ICING SYSTEM COMPONENTS$537K · 11
- 1660 AIRCRAFT AIR CONDITIONING, HEATING, AND PRESSURIZING EQUIPMENT$134K · 3
- 1730 AIRCRAFT GROUND SERVICING EQUIPMENT$83K · 3
- 1610 AIRCRAFT PROPELLERS AND COMPONENTS— · 1
Latest contract actions
Each row is one FPDS action. Click the stock number for its page, the part number for sellers, the unit for its vendor record, or the PIID for the award on FPDS. $0 is a modification that moved no money.
| Signed | Agency | Item | NSN | Unit | Obligated | Record |
|---|---|---|---|---|---|---|
| 2026-09-24 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS SPARE PARTS USED ON THE MH-65 AIRCRAFT. | — | 3GSZ1 | $69K | FPDS → |
| 2026-09-24 | U.S. COAST GUARD | DELIVERY ORDER OF OIL SIGHT TO BE USED ON USCG MH-65 AIRCRAFT. CLASS DETERMINATION NONAVAILABILITY ARTICLES IAW FAR 25. | — | 3GSZ1 | $16K | FPDS → |
| 2026-09-23 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS SPARES TO BE USED ON THE MH-65 AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW FAR | — | 3GSZ1 | $486K | FPDS → |
| 2026-09-23 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS SPARES USED ON THE MH-65 AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW FAR 25.1 | — | 3GSZ1 | $118K | FPDS → |
| 2026-09-23 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS SPARES USED ON THE MH-65 AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW FAR 25.1 | — | 3GSZ1 | $56K | FPDS → |
| 2026-09-23 | U.S. COAST GUARD | VARIOUS SPARES FOR THE UNITED STATES COAST GUARD H-65 HELICOPTER. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW | — | 3GSZ1 | $52K | FPDS → |
| 2026-09-23 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS SPARES FOR USE ON THE MH-65E AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW FAR 2 | — | 3GSZ1 | $31K | FPDS → |
| 2026-09-23 | U.S. COAST GUARD | PROCUREMENT OF FLOOR ASSY, RH LATER TO BE USED ON USCG MH-65 AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES | — | 3GSZ1 | $21K | FPDS → |
| 2026-09-23 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS SPARES UTILIZED ON THE MH-65 AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW FAR | — | 3GSZ1 | $14K | FPDS → |
| 2026-09-22 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS SPARES FOR USE ON THE HC-144 AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW FAR 2 | — | 0DAF1 | $103K | FPDS → |
| 2026-09-15 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS SPARE PARTS USED ON THE MH-65E AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW FA | — | 3GSZ1 | $159K | FPDS → |
| 2026-09-15 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS SPARE PARTS USED ON THE MH-65E AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW FA | — | 3GSZ1 | $5K | FPDS → |
| 2026-09-14 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS SPARE PARTS USED ON THE MH-65E AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW FA | — | 3GSZ1 | $2.0M | FPDS → |
| 2026-09-14 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS SPARES FOR USE ON THE HC-144 AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW FAR 2 | — | 0DAF1 | $437K | FPDS → |
| 2026-09-14 | U.S. COAST GUARD | PROCUREMENT OF AFT STOP ASSEMBLY USED ON THE MH-65 AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW FAR 2 | — | 3GSZ1 | $78K | FPDS → |
| 2026-09-11 | U.S. COAST GUARD | PROCUREMENT OF 1EA SERVO,TAIL ROTOR FOR USE OF MH65 AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW FAR 2 | — | 3GSZ1 | $36K | FPDS → |
| 2026-09-10 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS SPARES TO BE USED ON THE MH-65 AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW FAR | — | 3GSZ1 | $275K | FPDS → |
| 2026-09-10 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS SPARE PARTS USED ON THE MH-65 AIRCRAFT. | — | 3GSZ1 | $106K | FPDS → |
| 2026-09-10 | U.S. COAST GUARD | PROCUREMENT OF 03 COWLING,ENGINE RIGH FOR USE OF MH-65E AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLES IAW | — | 3GSZ1 | $94K | FPDS → |
| 2026-09-10 | U.S. COAST GUARD | PROCUREMENT OF THREE (3) COWLING ENGINE LEFT FOR USE OF MH-65E AIRCRAFT. CLASS DETERMINATION FOR NONAVAILABILITY ARTICLE | — | 3GSZ1 | $75K | FPDS → |
FAA Airworthiness Directives naming their products, 12 months
- AD 2026-19-02 2026-09-28 · Airbus Helicopters
Airworthiness Directives; Airbus Helicopters
- AD 2026-20-06 2026-09-28 · Airbus Helicopters Deutschland GmbH (AHD) Helicopters
Airworthiness Directives; Airbus Helicopters Deutschland GmbH (AHD) Helicopters
- AD 2026-09-17 · Airbus SAS Airplanes
Airworthiness Directives; Airbus SAS Airplanes
- AD 2026-17-09 2026-09-03 · Airbus SAS Airplanes
Airworthiness Directives; Airbus SAS Airplanes
- AD 2026-18-03 2026-09-03 · Airbus SAS Airplanes
Airworthiness Directives; Airbus SAS Airplanes
- AD 2026-17-04 2026-08-27 · Airbus SAS Airplanes
Airworthiness Directives; Airbus SAS Airplanes
- AD 2026-17-01 2026-08-27 · Airbus SAS Airplanes
Airworthiness Directives; Airbus SAS Airplanes
- AD 2026-16-10 2026-08-14 · Airbus Helicopters
Airworthiness Directives; Airbus Helicopters
- AD 2026-16-05 2026-08-13 · Airbus Helicopters
Airworthiness Directives; Airbus Helicopters
- AD 2026-16-04 2026-08-13 · Airbus Helicopters
Airworthiness Directives; Airbus Helicopters
- AD 2026-16-03 2026-08-13 · Airbus Helicopters
Airworthiness Directives; Airbus Helicopters
- AD 2026-16-01 2026-08-06 · Airbus Helicopters
Airworthiness Directives; Airbus Helicopters
- AD 2026-15-01 2026-07-30 · Airbus SAS Airplanes
Airworthiness Directives; Airbus SAS Airplanes
- AD 2026-15-14 2026-07-30 · Airbus Canada Limited Partnership (Type Certificate Previously Held by C Series Aircraft Limited Partnership (CSALP); Bombardier, Inc.) Airplanes
Airworthiness Directives; Airbus Canada Limited Partnership (Type Certificate Previously Held by C Series Aircraft Limited Partnership (CSAL
- AD 2026-15-10 2026-07-30 · Airbus SAS Airplanes
Airworthiness Directives; Airbus SAS Airplanes
In the news
- Airworthiness Directives; Airbus Helicopters Deutschland GmbH (AHD) Helicopters Federal Register · FAA · 2026-09-28
- Airworthiness Directives; Airbus Helicopters Federal Register · FAA proposed · 2026-09-28
- Airworthiness Directives; Airbus Helicopters Federal Register · FAA · 2026-09-28
- Why One Of The World's Largest Freighter Operators Broke Up With Boeing For Airbus Simple Flying · 2026-09-28
- Lufthansa Airbus A321 Diverts After Passenger's Power Bank Catches Fire Simple Flying · 2026-09-28
- British Airways Is Cutting Airbus A380 Service On 7 Routes To Build The World's Largest Business-Class Cabin Simple Flying · 2026-09-28
- How British Airways Is Keeping Its Airbus A320s Competitive With Denser Short-Haul Cabins Simple Flying · 2026-09-28
- Qatar Airways Officially Ends Its Airbus A330 Era, Sends Pilots To RwandAir Simple Flying · 2026-09-28
Attribution is by vendor name against a curated map of listed parents and known subsidiaries; joint ventures and recent acquisitions can be missed. Obligations are FPDS aviation-parts actions above the micro-purchase threshold, by signing date. This page is a record of public contracting data. It is not investment advice and PartsAndPlanes makes no recommendation about any security.
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