Will Paris Air Show Signal Shift In Aerospace Trade? Analyst Flags EU Tariff Risks, Order Delays
On Friday, BOfA Securities analyst hosted Richard Aboulafia, a partner at AeroDynamic Advisory, to discuss expectations for the upcoming 2025 Paris Air Show.
The analyst says that regarding news of potential 50% EU tariffs, Aboulafia warned that the Air Show could foreshadow how future international negotiations might unfold.
The analyst notes that the EU might draw lessons from recent agreements in China and the Middle East, which mainly included aerospace and defense products.
Don't Miss:
Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — this is your last chance to become an investor for $0.80 per share.
Nancy Pelosi Invested $5 Million In An AI Company Last Year — Here's How You Can Invest In Multiple Pre-IPO AI Startups With Just $1,000.
Nevertheless, the analyst writes that given the EU's own substantial aerospace and defense industry, which it aims to protect, U.S. aerospace and defense interests might become a point of contention rather than an incentive in these discussions.
Regarding Boeing Company (NYSE:BA), Aboulafia views recent deals in the Middle East and China as setting a precedent for other nations' trade negotiations, suggesting orders will be held back as bargaining chips, noted the analyst.
The analyst writes that, for both Airbus SE (OTC:EADSY) and Boeing, Aboulafia doesn't foresee many airlines placing large new orders, primarily due to a lack of new aircraft programs and existing backlogs exceeding 10 years for their most popular models.
Further, the analyst noted that, as previously disclosed, Aboulafia doesn't anticipate any major new commercial aircraft program unveilings due to ongoing supply chain issues and global macroeconomic constraints.
In the defense sector, Aboulafia expects numerous companies to compete for subsystem roles on programs like NGAD/the F-47 and CCA.
Additionally, Aboulafia anticipates an outsized presence of unmanned aerial systems at the show, predicting a focus on lower-tech, expendable variants rather than highly sophisticated systems, says the analyst.
Read Next:
Hasbro, MGM, and Skechers trust this AI marketing firm — Invest before it's too late.
'Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. You can invest today for just $0.30/share with a $1000 minimum.
Photo: Shutterstock
Send To MSN: Send to MSN
UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets.
Get the latest stock analysis from Benzinga?
This article Will Paris Air Show Signal Shift In Aerospace Trade? Analyst Flags EU Tariff Risks, Order Delays originally appeared on Benzinga.com
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
2 hours ago
- Yahoo
KONTAKTUM (former Berger Kommunkation) launches SignalDesk to Power Europe's Top Wellness Brands
BERLIN, June 01, 2025 (GLOBE NEWSWIRE) -- After more than 15 years operating quietly under the name BERGER KOMMUNIKATION, one of Europe's most trusted backend communication infrastructures has officially rebranded and relaunched as will now operate independently, with a sharpened focus on the wellness and health supplement industry across the EU. The new identity reflects the company's deep specialization in backend revenue systems — from multilingual customer support to advanced sales reactivation flows — for brands that ship thousands of units daily across Europe. While BERGER KOMMUNIKATION built its name in high-performance outbound operations, KONTAKTUM expands the model into a more modern, full-stack backend solution. That includes welcome call systems, cart recovery outreach, localized reactivation campaigns, and multilingual voice support — all designed to improve customer lifetime value (LTV) without disrupting frontend operations. 'Most brands focus on acquisition,' says a KONTAKTUM team lead. 'But the real margin lives in what happens after the sale — and that's exactly where we operate.' The new KONTAKTUM brand brings together years of operational know-how, a fully native-speaking team across 8 European languages, and a distributed team based in Berlin, Paris, Milan, and company also confirmed the rollout of its proprietary backend management interface, internally known as SignalDesk — a platform that allows wellness brand operators to monitor backend flows, agent performance, and reactivation ROI in real time. This level of visibility is rare in the post-purchase ecosystem, especially in multilingual markets. With GDPR-compliant infrastructure and a white-label approach, KONTAKTUM acts as the invisible layer behind the most profitable wellness brands in the region. Brands remain in full control of the customer experience, while KONTAKTUM ensures that revenue is recovered, retained, and scaled silently in the background. The split from BERGER KOMMUNIKATION also comes with internal expansion: KONTAKTUM now manages over 1.8 million customer records per quarter, and the team has grown by over 60% in the past six months. 'We're not an agency. We're infrastructure,' says the KONTAKTUM operations team. 'That means brands plug us in and see the numbers move — quietly and consistently.' Although no client names have been disclosed, industry insiders confirm KONTAKTUM is currently working with multiple top-5 EU advertisers in the wellness space, handling full backend delivery for both new and recurring customer flows. For wellness brands looking to improve retention, reduce refunds, or build a backend that actually converts — KONTAKTUM appears to be the new name to know. Media Contact:Felix Hoffmanpress@ Disclaimer: This press release is provided by the Kontaktum. The statements, views, and opinions expressed in this content are solely those of the content provider and do not necessarily reflect the views of this media platform or its publisher. We do not endorse, verify, or guarantee the accuracy, completeness, or reliability of any information presented. This content is for informational purposes only. Neither the media platform nor the publisher shall be held responsible for any fraudulent activities, misrepresentations, or financial losses arising from the content of this press release. In the event of any legal claims or charges against this article, we accept no liability or responsibility. Globenewswire does not endorse any content on this page. Legal Disclaimer: This media platform provides the content of this article on an "as-is" basis, without any warranties or representations of any kind, express or implied. We do not assume any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information presented herein. Any concerns, complaints, or copyright issues related to this article should be directed to the content provider mentioned above. Photos accompanying this announcement are available at in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Upturn
2 hours ago
- Business Upturn
ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages NET Power Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – NPWR, NPWR.WS
NEW YORK, June 01, 2025 (GLOBE NEWSWIRE) — WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of NET Power Inc. (NYSE: NPWR, between June 9, 2023 and March 7, 2025, both dates inclusive (the 'Class Period'), of the important June 17, 2025 lead plaintiff deadline. SO WHAT: If you purchased NET Power securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO DO NEXT: To join the NET Power class action, go to call Phillip Kim, Esq. at 866-767-3653 or email [email protected] for more information. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than June 17, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation. DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) NET Power was unlikely to complete Project Permian (NET Power's efforts to develop its first utility-scale plant) on schedule, and the project was likely to be significantly more expensive than defendants had represented, because of, inter alia, supply chain issues and numerous site- and region-specific challenges; (2) accordingly, defendants' projections regarding the time and capital needed to complete Project Permian were unrealistic; (3) the increased time and capital needed to complete Project Permian were likely to have a significant negative impact on NET Power's business and financial results; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages. WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers. To join the NET Power class action, go to or call Phillip Kim, Esq. at 866-767-3653 or email [email protected] for more information. No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff. Follow us for updates on LinkedIn: on Twitter: or on Facebook: Attorney Advertising. Prior results do not guarantee a similar outcome. ——————————- Contact Information: Laurence Rosen, Esq. Phillip Kim, Esq. The Rosen Law Firm, P.A. 275 Madison Avenue, 40th Floor New York, NY 10016 Tel: (212) 686-1060 Toll Free: (866) 767-3653 Fax: (212) 202-3827 [email protected]
Business Upturn
2 hours ago
- Business Upturn
Camfil Releases 2024 Sustainability Report Emphasizing Transparency, Circularity, and Climate Action
Riverdale, NJ, June 01, 2025 (GLOBE NEWSWIRE) — In a year defined by heightened global expectations around corporate climate accountability, Camfil, a global leader in clean air technology, has published its 2024 Sustainability Report. The document offers a comprehensive, evidence-based account of the company's ESG progress, centered around measurable goals, rigorous data collection, and alignment with the EU's Corporate Sustainability Reporting Directive (CSRD). A Clear Shift from Rhetoric to Responsibility Camfil's latest sustainability report distinguishes itself with clear metrics and transparent reporting. The company disclosed total Scope 1 and 2 greenhouse gas emissions of 33,262 metric tons of CO₂ equivalent in 2024, up from 30,866 in 2023. The increase is attributed to business expansion, with mitigation efforts underway, including LED retrofit programs at its Conover facility in North Carolina and solar energy installations in Haslingden, UK and Ipoh, Malaysia. Camfil also advanced its commitment to circular design. Its AirCair Service—an end-to-end air filtration lifecycle solution—uses 100 percent renewable coconut-shell activated carbon and refillable CamCarb XG filters, significantly reducing landfill waste and industrial emissions. Global Standards, Local Actions With operations in more than 35 countries and a workforce of 5,700, Camfil's sustainability efforts go well beyond policy. The company's internal CamfilCairing 2024 campaign featured safety and health-focused activities across regional offices. Events ranged from emergency drills in Taiwan to employee wellness checks in the United Kingdom, all built around the theme 'Safety First.' Further, Camfil continues to influence industry-wide air quality benchmarks through its leadership in shaping ISO 16890, ISO 10121, and the upcoming Eurovent 4/26 standards. These contributions position the company not only as a manufacturer but as a global voice for clean air policy. Data-Backed Innovation Driving Results Camfil's proprietary Life Cycle Cost (LCC) software remains a cornerstone of its customer engagement strategy. The tool, backed by decades of real-world data, allows commercial clients to optimize their HVAC filter choices for energy efficiency and cost savings. According to the report, HVAC systems can represent up to 50 percent of a commercial building's energy consumption. Case studies in Thailand and Mexico demonstrated real-world impact, with CO₂ reductions exceeding 8,800 tons annually and energy savings that translated into hundreds of thousands of euros in cost reductions. Policy Meets Practice The report also addresses risks and areas for improvement. Camfil's first Double Materiality Assessment identified product recyclability, energy use, and labor conditions in global supply chains as priority areas. The company has responded by enhancing its supplier contracts, expanding whistleblower protections, and developing new governance frameworks to monitor these risks. On the social front, Camfil has implemented a group-wide Code of Conduct training, expanded anti-corruption programs, and set gender equity targets, including increasing women in leadership roles to 35 percent by 2030. 2024 Sustainability Highlights at a Glance Environmental Sustainability Camfil's guiding vision is rooted in the belief that 'Clean Air is a Human Right.' 55% of Eurovent-rated comfort filters achieved A+ or A energy ratings. The Life Cycle Cost (LCC) software continues to help clients reduce energy usage and cost. CO₂ Reductions: GPSC Thailand saved 8,800 tons CO₂/year—equivalent to 4,400 cars removed from roads. Pesquería, Mexico reduced CO₂ by 1,100 tons/year while adding €555,000 in annual profit. Refillable, recyclable products like CamCarb XG promote circular design. Solar and LED energy projects in the U.S., UK, and Malaysia are cutting emissions and costs. Social Responsibility Camfil employs 5,700 people across 35+ countries. CamfilCairing 2024 featured safety-focused events globally, including Malaysia, Sweden, and China. OSHA incident rate dropped to 1.7 in 2024 from 2.8 in 2023. 100% of new hires enrolled in Code of Conduct training; 75–85% completion rate reported. Over 70% participation in updated anti-corruption and trade compliance training. Resource & Waste Management Total waste decreased 8% year over year; 67% of waste was diverted from landfills. The AirCair Service uses renewable coconut shell carbon for VOC capture. The world's largest AMC filter regeneration center opened in Taiwan, creating 300 jobs. Clean Operations Total energy use for 2024: 101 GWh. Scope 1 & 2 emissions: 33,262 metric tons CO₂e, up due to operational expansion. 100% of Camfil sites are ISO 9001 certified; 40% have ISO 14001 environmental certification. Governance & Transparency A Double Materiality Assessment identified key ESG risks including recyclability and labor conditions. Camfil has aligned sustainability governance with EU CSRD mandates. Conflict mineral policies and a multilingual whistleblowing system support ethical sourcing and reporting. Source Links and Media Contact Official Press Release and Source Citations: Media Contact: Lynne LaakeDirector of Marketing, Camfil USA New Jersey T: 888.599.6620 E: [email protected] F: Friend Camfil USA on FacebookT: Follow Camfil USA on TwitterY: Watch Camfil Videos on YouTubeL: Follow our LinkedIn Page
