Added to YB: 2025-12-08
Pitch date: 2025-12-04
AIR.PA [bullish]
Airbus SE
-2.48%
current return
Author Info
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Company Info
Airbus SE, together with its subsidiaries, engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide.
Market Cap
EUR 156.4B
Pitch Price
EUR 198.96
Price Target
N/A
Dividend
1.51%
EV/EBITDA
18.97
P/E
30.95
EV/Sales
2.19
Sector
Aerospace and Defense
Category
growth
Airbus Group (AIR France): some turbulence in deliveries
AIR.PA (update): Trimmed 2025 delivery target to 790 from 820 due to supplier panel issue, but maintained EBIT & €4.5B FCF guidance. Supply chains normalizing, A320neo anchoring margins, A350 improving profitability. Strong order book stretches beyond decade. Short-term execution noise vs long-term aviation upcycle.
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