Today, in my informal series of interesting derivatives trades, I would like to introduce you to another opportunity for those who want a little risk, but not too much, and who also believe a little in $MTX (+0,67 %) believe. With the discount certificate MJ6E3M, which currently costs €1.53, you will receive €2.50 if $MTX (+0,67 %) is at least € 375 on 19.09.25. (i.e. a rise of around 2% by then) This corresponds to an opportunity of around 60% in just under 3 months.

If it is below €360 in September, the loss zone starts today.

I think this is a good risk/reward ratio.

Hello my dears,

and once again $MTX (+0,67 %) MTU is here again.

But I am pleased that $AVIO (+0,85 %) Avio has been included.

$SAF (+1,75 %)

At the Paris Air Show, Avio Aero, Safran and MTU Aero Engines laid the foundations for a multinational team to develop the engine for the next-generation European helicopter. A new and purely European helicopter engine is to be developed in a long-term cooperation, according to the agreement, which was announced by the three companies involved on June 18. The European Next Generation Helicopter Engine (ENGHE) is intended for the next generation of military helicopters in Europe, which are due to enter service around 2040.

EURA joint venture

Safran and MTU had already announced their collaboration on a new helicopter engine in 2023. Last year, the two companies founded a 50/50 joint venture called EURA (European Military Rotorcraft Engine Alliance) to develop the engine (ESuT reported). Avio Aero will now contribute its know-how and expertise in the field of military helicopter engines.

With equal work shares, the three companies aim to create an engine that combines reliability in service with affordable operating and maintenance costs. According to MTU, the cooperation between the companies will form the core of an extended and long-term European partnership in which other European nations will also be involved.

Features of the ENGHE

The companies say that the ENGHE will feature groundbreaking technologies. They will significantly increase its efficiency while reducing operating and maintenance costs. Such an engine meets the requirements of future military helicopter projects such as ENGRT (European Next Generation Rotorcraft Technologies) and NGRC (Next Generation Rotorcraft Capability).

The exceptional characteristics of the ENGHE will give these future helicopters improved capabilities [compared to today's models], the companies said. These include, in particular, a greater range and higher speed as well as improved maneuverability and increased availability. This will be supported by the hybrid-electric configuration. In addition, the drive will have lower fuel consumption and be 100 percent compatible with sustainable aviation fuel (SAF).

Objective

The next objective of the cooperation partners is a strong joint proposal in response to the European Defense Fund's specific call for tender for a next-generation helicopter engine. EURA will coordinate this proposal and submit it to the European Commission in October 2025.

Editorial team / gwh

https://esut.de/2025/06/meldungen/60806/kooperation-fuer-das-triebwerk-des-european-next-generation-helicopter/

Eurofighter GmbH:

Eurofighter GmbH is a consortium responsible for the development, production and support of the Eurofighter Typhoon. The companies involved include Airbus, BAE Systems and Leonardo.

$AIR (+1,26 %)
$BA. (-2,34 %)
$LDO (-3,81 %)

MTU Aero Engines is a German engine manufacturer and plays a central role in the development and production of the EJ200 engine for the Eurofighter.

$MTX (+0,67 %)

The partners in the Eurofighter consortium are planning to increase annual production of the fighter aircraft from 14 to 20 aircraft and are even considering an increase to 30 aircraft in the long term, should corresponding orders be received. According to Jorge Tamarit Degenhardt, CEO of Eurofighter Jagdflugzeug GmbH, the increase in annual output by six aircraft is to be realized within 36 months.

As the manager explained to journalists at the Paris Air Show on Wednesday, sales campaigns for the fighter aircraft are currently underway in Turkey, Portugal, Austria, Saudi Arabia and Poland. For the British Ministry of Defense, the campaign in Saudi Arabia is a "must", as it is an important location for BAE Systems, where around 7,000 people are employed.

Tamarit Degenhardt basically sees an export potential of more than 100 machines, but conceded that the German position could represent an obstacle to exports to Turkey. In addition, further orders could come from the Eurofighter nations.

The CEO of Eurofighter GmbH expects the order for 20 additional Eurofighters for the German Air Force, which the then Chancellor Olaf Scholz announced a year ago at the ILA air show in Berlin, to be placed after the summer break.

The Long Term Evolution (LTE) of the Eurofighter has not yet been implemented in the 20 aircraft of Tranche 5. Observers do not want to rule out the possibility that there will be further demand for LTE Eurofighters, especially as they will then be better equipped for use with unmanned platforms. When asked, the Eurofighter manager said that there is currently no timeline for the integration of the Taurus cruise missile into the German Eurofighters. These are to replace the outdated Tornados as the carrier platform for the stand-off weapon.

According to Tamarit Degenhardt, the Eurofighter represents the "Combat Mass" of the European Air Force. Around 80 percent of combat missions are flown with the aircraft. He expects the global fleet of Eurofighters to reach 1 million flight hours by the end of the year.

Lars Hoffmann

https://www.hartpunkt.de/eurofighter-nationen-wollen-die-produktion-hochfahren/

Luftwaffe - new Eurofighters to receive Arexis self-protection system from Saab

$SAAB B (-1,29 %)

https://www.hartpunkt.de/luftwaffe-neue-eurofighter-sollen-selbstschutzsystem-arexis-von-saab-erhalten/

$MTX (+0,67 %)

Hello everyone, despite the record high, I remain invested in MTU due to the high order intake at Airbus.

Following the forecast increase the previous day, news of a hydrogen cooperation agreement provided a tailwind for MTU Aero Engines shares on Wednesday. Together with Airbus, the company intends to develop fuel cells for passenger aircraft. The share price jumps to the top of the DAX - to a new record high.

Hydrogen and flying have been unloved partners in recent months. At the beginning of the year, Airbus abandoned its plan to develop a hydrogen aircraft with around 100 seats by 2035. It would be much later, it was said at the time.

Now the surprise: at the world's largest aviation trade fair in Le Bourget near Paris, representatives of the two DAX companies Airbus and MTU signed a letter of intent to develop fuel cells for passenger aircraft.

For Airbus CEO Guillaume Faury, there is no question that a hydrogen airplane is technically feasible. However, there is no point in developing an aircraft that nobody buys because the infrastructure is not available or it is too expensive to operate, he said in the spring. The hydrogen economy is five to ten years behind what the Group assumed when it announced its hydrogen strategy in 2020, he said at the time.

The plan is to use a fuel cell that generates electricity using hydrogen. This in turn would then power the aircraft. An alternative in which a gas turbine burns hydrogen in a similar way to conventional jet aircraft burning kerosene has already been rejected.

At MTU, however, the year 2035 is still in sight - namely as part of the EU technology program 'Herops': this is about innovative technologies for a climate-neutral, hydrogen-powered electric drive "that can get regional aircraft into the air from 2035".

https://www.deraktionaer.de/artikel/aktien/grosse-wasserstoff-plaene-aktie-von-mtu-aero-engines-springt-auf-rekord-20381963.html

$MTX (+0,67 %)

MTU Aero Engines is on track with the development of its fuel cell. The first 600 kW demonstrator is currently under construction.

The Munich-based engine manufacturer has been working on an aviation-compatible fuel cell drive for around five years. Last year, MTU Aero Engines successfully completed tests with the hydrogen fuel system. Recently, the "flying fuel cell" concept has reached further milestones. The design of the fully integrated, 600 kW powertrain has been finalized during the critical design review, the corresponding performance of the electric motor from MTU subsidiary eMoSys was recently verified, the first of two new test benches will soon go into operation - and production of the fuel cell stacks has started. A stack consists of several individual fuel cells. "All fundamental validations have taken place and we are now in the next evolutionary stage. Now the hardware for the overall integrated system is coming together," says Barnaby Law, Chief Engineer for the flying fuel cell at MTU Aero Engines.

MTU Aero Engines relies on low-temperature polymer electrolyte fuel cells (LT-PEM) developed in-house. There are several reasons for this in-house development: The stacks previously available on the market typically have their roots in the automotive sector. This means that they meet automotive requirements and not all aviation requirements. As a result, they are hardly certifiable for large aircraft. And, more importantly for Law: "Stack performance will always be the key to better, more fuel-efficient propulsion in the future. As a manufacturer of aircraft engines, we need to have a hand in this."

Two new test benches in Munich

"Our stacks are now going into the first pre-series, involving several thousand bipolar plates. That's around ten stacks that are being tested," says Law. Two new test benches have been set up in Munich specifically for this purpose: a fuel cell stack test cell, which will be used for the first time this year, and a test facility for the entire drive system, which, according to Law, is nearing structural completion and acceptance.

There is no shortage of challenges in the development of an aviation fuel cell drive. "We had to change suppliers in one or two places. And we have limitations in the system in one or two places due to limitations in the devices," explains Law. The design is also a technical balancing act. The key question is: "How far can I go in simplifying the system without reducing my end-of-life performance too much?" summarizes Law. It's about the balance of system effort and performance over the system's service life and the corresponding weight and costs. "It sounds simple, but it's actually very complicated. I have to understand all the degradation mechanisms, everything that happens during operation, really well." The ground tests on the test benches play an important role in this understanding. Law's goal is for the fuel cell stacks to remain under the wings for the entire life of the aircraft. The hydrogen fuel system should also not have to be replaced. "If there are components with a limited service life, we naturally make sure that we get into a letter check or engine overhaul cycle," says Law.

However, the MTU fuel cell engine will not be flying any time soon. The engine manufacturer has already withdrawn from the flight tests originally planned with a Dornier 228 from the German Aerospace Center (DLR) at the beginning of 2024. The financial and regulatory effort involved in equipping a twin-engine aircraft with a fuel cell drive on one side is too great. Instead, the Munich-based company wants to validate the innovative powertrain on a ground-based vehicle in 2026. Flight tests are still on the agenda. However, neither a new schedule nor a possible test aircraft have yet been named.

Even more powerful drives in the pipeline

In parallel to the 600 kW fuel cell drive, MTU is working with other partners, including MT Aerospace, Collins Aerospace and Lufthansa Technik, on a 1.2 MW ground demonstrator as part of the HEROPS (Hydrogen-Electric Zero Emission Propulsion System) clean aviation project. This power class would be required for use on regional aircraft. For short- and medium-haul aircraft, a hydrogen-electric propulsion system would even have to deliver two to four megawatts. MTU Aero Engines can envisage such an improved fuel cell drive for short and medium-haul flights from 2050.

Even though Airbus has postponed the introduction of a hydrogen regional aircraft from 2035 to the 2040s, MTU is not changing its strategy. "We are staying the course," says Law. "We need to make sure we fully understand the maturity, the metrics of the system and the risk. Once we have that, we'll talk about product development and the business case."

https://www.flugrevue.de/flugzeugbau/mtu-brennstoffzellenantrieb-nimmt-form-an/

Air India orders 100 Airbus aircraft

My dears, it must be going on in the airplane sector.

Hope my investment in $MTX (+0,67 %) . $TDG (+1,75 %) and $ERJ (+1,95 %) continue to profit from it.

https://www.aero.de/news-49947/Air-India-bahnt-neue-Grossbestellung-an.html

$AIR (+1,26 %)
$MTX (+0,67 %)

The Vietnamese low-cost airline Vietjet, a popular low-cost airline, has ordered 20 new A330neo aircraft from Hamburg-based aircraft manufacturer Airbus. The airline plans to use these aircraft to expand its fleet and extend its network, particularly in Southeast Asia and towards Europe, according to the Hamburger Abendblatt. MTU, an important supplier for Airbus, is also involved in this deal as they are involved in the development and manufacture of the aircraft engines.

The order for the A330neo aircraft by Vietjet is a significant order for Airbus and underlines the demand for efficient and low-emission aircraft in the low-cost airline market. The A330neo offers greater range and efficiency compared to older models, which will be beneficial for Vietjet as it expands its network. Vietjet's choice of the A330neo also demonstrates confidence in Airbus' technology and reliability, according to the Hamburger Abendblatt.

$MTX (+0,67 %) increased its net profit by 77% year-on-year to 224 million euros.

Earnings per share amounted to 4.03 euros.

On an adjusted basis, net profit climbed by 41% to 221 million euros.

On an adjusted basis, sales rose by a quarter to 2.09 billion euros, as MTU announced on April 28. Adjusted earnings before interest and taxes (EBIT) rose by 38 percent to 300 million euros, while the corresponding margin improved to 14.3 percent from 13.0 percent in the same period of the previous year.

All segments recorded an increase in profits.

With regard to our earnings forecast for the year as a whole, we believe we are still clearly on track," said CEO Lars Wagner. "The potential impact of the currently highly volatile US customs policy on the global aviation industry is currently difficult to predict.

MTU continues to assume that, without mitigating measures, burdens in the mid to high double-digit million euro range will be incurred.

Two more shares added 👌

A further 3 shares will follow if the share price falls further.

$MTX (+0,67 %) is still significantly undervalued in my opinion, considering that many hundreds of billions will be spent on armaments over the next few years. Perhaps the company is not well-known enough?

$MTX (+0,67 %)
$AIR (+1,26 %)
$SAF (+1,75 %)

Good quarterly figures from Safran gave the entire aviation industry sector a noticeable tailwind at the end of the week. The shares of the French engine manufacturer rose significantly following the better-than-expected data. The two DAX-listed companies MTU and Airbus also took off in their wake.

Safran grew more strongly than expected at the start of the year. Turnover rose by 17 percent to just under 7.3 billion euros. The Group, which supplies engines to aircraft manufacturers Airbus and Boeing, among others, also benefited from acquisitions and the weaker euro in the first quarter compared to the previous year.

Adjusted for these effects, growth amounted to 14 percent. As is usual for French companies, Safran did not publish key profit figures for the first quarter. However, the Group confirmed its forecast for the current year. For 2025, Group CEO Olivier Andriès is still targeting an increase in sales of around ten percent. Adjusted operating profit is expected to climb to between 4.8 and 4.9 billion euros. However, possible consequences of the tariff conflict triggered by the USA have not been taken into account.

Analysts initially stated that Safran had exceeded expectations in the first quarter. Ian Douglas-Pennant from UBS justified this above all with the growth in the spare parts business, which is also often regarded as very important by analysts at MTU. David Perry of JPMorgan spoke of a "solid start to the year". Douglas Harned from Bernstein Research wrote that Safran's targets for this year were looking more and more achievable. Although experts lacked concrete information on the subject of US tariffs, this did not deter investors from buying.

https://www.deraktionaer.de/artikel/aktien/dax-gewinner-mtu-und-airbus-wieder-im-steigflug-das-steckt-dahinter--20379008.html