Added to YB: 2026-03-02
Pitch date: 2026-02-26
AIR.PA [neutral]
Airbus SE
-1.4%
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 145.2B
Pitch Price
EUR 186.86
Price Target
N/A
Dividend
1.73%
EV/EBITDA
16.65
P/E
27.95
EV/Sales
1.93
Sector
Aerospace and Defense
Category
turnaround
Airbus, landing soon?
AIR.PA (earnings): 2026 guidance cut: 870 deliveries (-40 vs prior), €7.5B op profit (-€1B), €4.5B FCF (-€1.2B vs consensus). A320 family ramp-up delayed due to Pratt & Whitney engine supply issues choosing maintenance over new production. 64% of A320 deliveries now A321s (higher margins, 244 vs 180 pax). Est 2026 EPS €7.1-€7.3 (~5% growth YoY). Order book solid despite industrial execution challenges.
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