The Spanish government has issued a formal exemption allowing Airbus SE’s Spanish subsidiaries to continue manufacturing aircraft and unmanned aerial vehicles (UAVs) using components and software sourced from Israel. This decision reverses part of Spain’s broader ban on military and dual‐use goods from Israel, which was enacted two months ago in response to the conflict in Gaza. Under the exemption, Airbus can integrate Israeli avionics systems and drone components at its facilities in Getafe and Puerto Real, preserving production schedules for A320neo family jets and CityAirbus NextGen eVTOL prototypes. The move is expected to safeguard approximately 4,500 direct jobs in Spain and prevent delays estimated at 18–24 months in critical research and development programs tied to Israeli‐designed sensor packages.

China Aircraft Leasing Group Holdings Limited (CALC) has confirmed that its Cayman Islands unit CALC (BVI) has signed a purchase agreement for 30 Airbus A320neo aircraft, with deliveries scheduled from Q4 2026 through 2028. The deal, valued at approximately $3.6 billion at list prices, marks the single largest order for Airbus in Greater China so far this year. The A320neo’s Pratt & Whitney PW1100G engines and Sharklet wingtip devices are projected to deliver fuel savings of up to 20% per aircraft, aligning with CALC’s strategy to modernize its fleet and reduce per‐seat operating costs. Analysts estimate the transaction will boost Airbus’s narrowbody backlog by some 6%, reinforcing its leading position in the global single‐aisle market and potentially contributing incremental annual revenue of €400–€450 million starting in 2027.