Added to YB: 2026-09-22
Pitch date: 2026-09-16
AIR.PA [neutral]
Airbus SE
-1.8%
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 153.1B
Pitch Price
EUR 198.36
Price Target
N/A
Dividend
1.65%
EV/EBITDA
16.08
P/E
25.75
EV/Sales
2.00
Sector
Aerospace and Defense
Category
N/A
The European Missile Landscape - Airbus SE
AIR.PA (quick overview): Airbus’s 37.5% MBDA stake adds non-cyclical defense earnings that help stabilize civil-aerostructure margin volatility and offset recurring Space program charges, but its investment impact is modest. MBDA contributed €205.1M of FY2025 net income, only ~4.5% of Airbus’s ~€4.5B total; even a 20% increase in MBDA profit would add just €41.0M of pre-tax associate earnings and ~0.9% to EPS.
Read full article (1 min)