Added to YB: 2024-01-31
Pitch date: 2024-01-30
EADSY [bullish]
Airbus SE
+34.56%
current return
Author Info
No bio for this author
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 144.19
Price Target
N/A
Dividend
1.51%
EV/EBITDA
18.97
P/E
30.95
EV/Sales
2.19
Sector
Aerospace and Defense
Category
special_situation
Airbus Positioned To Capitalize On Industry Chaos
Boeing MAX 9 failures ground United, Alaska fleets. FAA halts Boeing production until QC assured. Delta hints at benefiting from Alaska cancellations. MAX issues cost airlines $300M+. Airlines like United seek Airbus alternatives for expansion plans. Airbus overtakes Boeing in narrowbody, eyes widebody market with A220, A320NEO, A330NEO, A350. United may further diversify to Airbus if it can manage capex. Boeing rethinks MAX 7/10 plans. Airbus attractive buy, poised to expand market share and scoop up dropped MAX orders despite volatility.
Read full article (14 min)