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Airbus SE is Europe's largest aerospace group: commercial aircraft (A220/A320/A330/A350 families, ~72% of 2024 revenue of €69.2bn), helicopters (H125–H175 lines), and Defence & Space (A400M, Eurofighter workshare, telecom/EO satellites, launchers via ArianeGroup JV).
Group exposure score is 85 including 2 tracked subsidiary — standalone is 86.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 14 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
CFM International 50/50 Safran/GE JV supplies the LEAP-1A engine for the A320neo family; Safran also supplies landing gear, nacelles and other systems across the Airbus commercial and defence lines. Dossier: docs/intelligence/dossiers/safran-sa.md. [2026-09-21: prior source_url (cfmaeroengines.com press-articles page) returned 429 on re-check; replaced with GE Aerospace's own newsroom copy of the same first-flight press release, confirming CFM International as the 50/50 Safran/GE joint venture supplying the LEAP-1A for the A320neo.]
Related-party nickel-superalloy and titanium-alloy forging supplier (turbine discs, structural forgings) — Airbus co-owns the supplier, not an arm's-length relationship. Dossier: docs/intelligence/dossiers/aubert-and-duval.md. [2026-09-20: prior source_url (safran-group.com pressroom) returned 403; replaced with Airbus's own newsroom release of the same event.]
Structural titanium/aluminium/nickel-superalloy machining; FY2024/25 revenue €432.3m, driven by Airbus programmes (A320 family now Figeac Aero's number-one programme). Dossier: docs/intelligence/dossiers/figeac-aero.md. [2026-09-20: prior source_url (marketscreener.com) returned 403; replaced with Figeac Aero's own FY24-25 investor presentation. The prior 14%/26% Airbus-direct/Airbus-Atlantic split could not be re-confirmed against this source this pass — verify on next pass before repeating that figure.]
Aluminium-lithium (Airware) alloy structural supplier — wing skin panels, fuselage sheet, structural plate — under a multi-year contract per Constellium's own press release. Dossier: docs/intelligence/dossiers/constellium.md. [2026-09-20: prior source_url (SEC 20-F FY2018) returned 403; replaced with Constellium's own contract-announcement press release.]
Composite and metal aerostructures subassemblies, named on Daher's own Aerostructures program page (titled 'Rafale & Airbus'). Dossier: docs/intelligence/dossiers/daher-group.md
Electrical Wiring Interconnection Systems (EWIS) harnesses and aerostructures (doors, fuselage panels); Airbus named on Latécoère's own corporate site alongside Boeing, Bombardier, Dassault Aviation, Lockheed Martin. Dossier: docs/intelligence/dossiers/latecoere.md
Epitaxial-liftoff (ELO) multijunction gallium-arsenide solar sheets for the Zephyr S high-altitude pseudo-satellite (HAPS) platform — the only named-supplier lead found this tick for the gallium exposure (top-scored material, 95). MicroLink's own announcement, redistributed by pv magazine/SpaceRef rather than posted by Airbus, hence confidence: secondary. Two ageing factors: (1) the announcement is a decade old and no renewal or successor contract was found; (2) the Zephyr business unit was carved out of Airbus Defence and Space into AALTO HAPS from 2022-2023 — AALTO is not itself onboarded as a subsidiary dossier in this corpus, and Airbus retains majority (not 100%) ownership per a 2024-06 Japanese-consortium $100m investment (NTT DOCOMO/Space Compass), so this row documents a real but structurally-displaced and unreconfirmed relationship, not a current Airbus SE procurement line.
Accessory-gearbox equipment supplier (Front Accessory Gearbox and Right/Left Hand Accessory Gearboxes) for the Airbus Helicopters H160, manufactured at Avio Aero's Rivalta plant — an equipment/service supplier per the 2026-08-21 role:supplier clarification, not a raw-material one. Sourced from Avio Aero's/GE Aerospace's own press material. No renewal or successor announcement found since 2016; treat currency as unconfirmed a decade on, same caveat class as the MicroLink Devices row above.
Titanium mill-product supplier, the largest single-country supply concentration behind Airbus's highest-scored material (titanium, structural Ti-6Al-4V — pylons, landing-gear, fasteners). Canada added VSMPO-AVISMA to its Russia sanctions list in February 2024; Airbus Canada told Reuters it 'has obtained the necessary authorization to secure Airbus operations in compliance with the applicable sanctions' (quote dated 2024-04-24/25), and Global Trade Alert's own record (globaltradealert.org/intervention/135961, dated 2024-04-23) independently confirms the Canadian government granted a permit rather than enforcing a cutoff. Titanium from this relationship serves the A350 line (Toulouse, FR) per the same reporting, not the Canada-assembled A220 — hence flow RU>FR. Press estimates (not an Airbus-disclosed figure, so not written as share_pct) put pre-2022 dependence around 60% of Airbus titanium and current sourcing around 20% and falling as of 2024-2025; treat both numbers as approximate and unconfirmed by Airbus itself. Confidence held at secondary because the Airbus quote reaches this dossier via wire-service reporting (Reuters, redistributed by The Globe and Mail), not a company-issued statement fetched directly. This closes the titanium gap this dossier's own Sources list had flagged (titanium-diversification statements post-2022) but left unstructured.
Aerospace fluid-conveyance parts (design, qualification and manufacture) for dual- and single-aisle commercial aircraft, deliveries from Senior's European facilities starting Q1 2026, per Senior plc's own 2025-12-03 press release — adds to Senior's pre-existing named Airbus/Boeing thrust-reverser and ducting contracts. Row promoted 2026-10-01 from Senior's own dossier (docs/intelligence/dossiers/senior-plc.md), which already carried this as a primary-source, company-specific row — not a new search.
Metallic/composite aerostructures across the full Airbus commercial line (A350 XWB HTP subassemblies/elevators/rudder/pax doors/pylon spar, A220 centre wing box, A320 elevators/MLG doors, A330 elevator components/MLG doors, Beluga XL rear upper fuselage, A380 horizontal stabiliser/rear fuselage) plus Airbus Defence & Space (Eurofighter, C295/N235, A400M) and Airbus Helicopters, per Aernnova's own program page. Row promoted 2026-10-01 from Aernnova's own dossier (docs/intelligence/dossiers/aernnova.md), which already carried this as a primary-source, company-specific row — not a new search.
Sheet-metal aerostructures named on Lauak's own product-line list: bulkhead frame (A330, Airbus SE), battery support (A320, Airbus Atlantic), cargo lining (A350, Airbus Aerostructures GmbH) — three distinct Airbus-group legal entities named as separate customers in Lauak's own dossier. Row promoted 2026-10-01 from Lauak's own dossier (docs/intelligence/dossiers/lauak-groupe.md), which already carried this as a primary-source, company-specific row — not a new search.
AZUR SPACE's own site (Partners section) names Airbus Defence & Space as a current business partner by logo. The dated instance of the relationship: AZUR SPACE's 2017-12-11 announcement that it would supply Sierra Nevada's Dream Chaser with GaInP/GaAs/Ge triple-junction solar cells states 'the Space Equipment business of Airbus Defence and Space will produce the completed solar panels in Ottobrunn, Germany' from cells AZUR SPACE manufactures in Heilbronn — i.e. Airbus's own Ottobrunn solar-array line (the surviving, non-divested production line, distinct from the Zephyr/AALTO business the MicroLink row below concerns) integrates AZUR SPACE cells. Closes part of the gallium gap (top-scored material, 95) with a structurally-current finding, not just the aging MicroLink lead. Flow recorded DE>DE (Heilbronn cells to Ottobrunn assembly) since neither source states the cells' onward destination beyond German assembly. Material split across two rows (gallium here, germanium below) because both are named substrate/junction elements in the same GaInP/GaAs/Ge cell and the schema's material field is singular.
Same relationship and sourcing as the gallium row above — AZUR SPACE's GaInP/GaAs/Ge triple-junction cells are grown on a germanium substrate, and AZUR SPACE's own site names Airbus Defence & Space as a current partner. See the gallium row for the full citation chain; split here only because the material field is singular.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
12 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 982 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
$340m contract to supply wing ribs for the Airbus A350 (both A350-900 and A350-1000), running 2032-2034, following a $657.9m 2020 deal covering the same programs through 2029. Source replaces a dead UPI URL (2026-09-27). Contract value is not a share of KAI revenue, so no share_pct.
Aernnova's own program page: A350 XWB (HTP subassemblies, elevators, rudder, pax doors, pylon spar), A220 (centre wing box, tail cone, cockpit panels), A320 (elevators, main landing gear doors), A330 (elevator components, MLG doors), Beluga XL (rear upper fuselage), A380 (horizontal stabilizer, rear fuselage), plus Airbus Defence & Space (Eurofighter, C295/N235, A400M) and Airbus Helicopters.
Aero Vodochody's own Aerostructures page names Airbus (A220, A400M wing and fuselage sections) as a subcontract customer, alongside Embraer (C-390) and Leonardo (C-27J). No volume, share, or contract value disclosed.
AkzoNobel Aerospace Coatings is a long-standing Airbus supplier of aircraft exterior/protective coatings, including chromium-pigment and chrome-free primer systems (relevant to this dossier's chromium exposure); recognised with Airbus's inaugural Responsibility & Sustainability Award (2019) for a zero-chrome protective coating system.
ATI press release: multi-year agreement to supply titanium plate, sheet and billet for Airbus narrow- and wide-body production, said by ATI's CEO to more than double ATI's prior support of Airbus; sheet to be produced at the new Pageland, SC facility. ATI states more than two-thirds of Pageland's total capacity is committed under long-term agreements across its aerospace customers (a facility-wide figure, not an Airbus-specific share) -- no Airbus-specific volume or share disclosed.
Alleima's own press release (2026-08-27): extended long-standing partnership, expanding titanium seamless tube supply (beyond existing stainless steel tube deliveries) for Airbus aircraft hydraulic systems, oxygen lines and fuel systems — 'the longest commitment period in their shared history'. No volume, revenue share, or contract value disclosed.
Multi-year supply contract for aluminium flat-rolled products for aircraft manufacturing; original contract signed 2016 with deliveries from 2017, renewed October 2023. Confirmed via ALRO's BVB regulated-news filing (also reported by Romania Insider, SeeNews).
KMWE's own aerostructures page: 'KMWE products are found in major commercial aircraft programs from Airbus, Boeing and Gulfstream' and holds Airbus manufacturing/assembly approval. Re-checked 2026-09-09.
Company's own product-line list names specific Airbus parts supplied: bulkhead frame (A330), bleed air shroud (A350).
Montana Aerospace press release (19 Nov 2025): multi-year contract extension under which UAC US and Europe supply aluminium extrusion parts across the full Airbus aircraft family; UAC Europe separately signed a new multi-year contract for A330 cabin-floor crossbeams. No contract value or share of revenue disclosed; UAC states it has supplied Airbus for 'more than two decades'.
Senior plc's own press release (3 Dec 2025): multi-year contract awarded by Airbus covering design, qualification and manufacture of aerospace fluid-conveyance parts for dual- and single-aisle commercial aircraft, deliveries from Senior's European facilities starting Q1 2026, plus spares/repairs potential. Adds to Senior's pre-existing named Airbus/Boeing thrust-reverser and ducting contracts reported in trade press (Aviation Week, AJ Bell).
Part of voestalpine High Performance Metals Division's ~EUR 1bn aerospace order book (largest in company history); supplies nickel-based alloys and forged parts for engines and landing gear used on Airbus A320/A330/A350 families, produced at Kapfenberg/Muerzzuschlag (AT) and Villares Metals, Sumare (BR).
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇪🇸 ES accounts for 31% of severity-weighted pressure.