British Airways Chander Company International Consolidated Airlines Group (IAG) has committed to a mass aircraft of $ 23 billion, deactivating concerns about the softening of the demand for transatlantic trips required by the growing global commercial wars of President Trump.
In a safe update of investors, the FTSE 100 Airlines group of £ 14 billion said it remained on the way to reach its prognosis of € 4.6 billion for 2025, and added that the demand for passengers remained “robust” despite Brader’s economic uncertainty.
IAG’s announcement occurs only one week after rivals such as Lufthansa, Air France-KLM and US Airlines issued warnings about Weakend’s reserves throughout the North Atlantic, citing the volatility deposited by the new rates and macroconomic hades.
“While he is aware of geopolitical and macroconomic uncertainty, our perspective for the whole year has not changed,” the group said in a commercial statement. “We continue to see a good demand for air trips through our main markets.”
IAG confirmed that it will acquire 32 Boeing 787-10 Dreamliners, with a price of more than 10 billion at the value of the list, along with 21 Airbus A330-900neo aircraft, valued at $ 6 billion. The group also obtained purchase options for 10,787 more and 13 A330, which takes the total commitment to more than $ 23 billion at catalog prices.
However, such bulk orders generally involve very discount prices, and with Boeing and Airbus that face production challenges, analysts expect the final disbursement to be significantly lower.
The new plane will strengthen IAG’s position on transatlantic routes, will expand the level, its budget carrier focused on Latin America and replace older planes that operate with expensive short -term leases.
The movement will also help simplify the IAG fleet, which Allamy totals more than 600 planes.
Rolls-Royce was out of the engine agreement
While the order is positive news for both aircraft manufacturers, it is a mixed result for Rolls-Royce based in the United Kingdom. He thought that he is still the only motor provider for the A330-900neo, IAG has chosen to adapt to its new 787 with general electric motors, Rolls-Royce’s Trent 1000, which has been plagued by reliability problems in recent years.
The aggressive expansion of the IAG fleet comes to the back of a better expected first quarter, traditionally the weakest period for airlines in the northern hemisphere. The group reported an operational gain of 198 million euros, almost triple the result of the previous year and far ahead of the analysts’s consensus prognosis or 133 million euros.
Income increased almost 10% to € 7 billion, even when the number of pins fell slightly to 26.1 million, which reflects the continuous inflation of rates throughout the industry.
The company pointed out that, although the demand for the leisure of the United States. In the economic cabins it had softened, this was compensated by strong premium cabin sales and stable demand in Latin America and Europe.
The actions in IAG were stable at 290.6p on Friday morning, having recently recovered land after a fall of almost 40% earlier this year caused by the fears of commercial war.
Despite political uncertainty and economic nerves on both sides of the Atlantic, the IAG order indicates confidence in the long -term perspectives for global trips, spectularly in the lucrative long distance routes.
Analysts say that the order could help IAG position themselves to take advantage of future capacity gaps, since both the deadlines for length of the Boeing length and Airbus and a portfolio of orders or orders of rival carriers.
If the demand is bouncing sharply in 2026 and beyond, IAG could be one of the inherited operators best prepared to capitalize the recovery, with a younger and more efficient fleet in fuel ready to deploy.