Added to YB: 2026-05-01
Pitch date: 2026-04-30
AIR.PA [bullish]
Airbus SE
Author Info
Quality Stocks helps you find valuable insights to become a better investor, discover quality companies, and find investment ideas. Sign up for the newsletter.
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 137.5B
Pitch Price
N/A
Price Target
N/A
Dividend
1.83%
EV/EBITDA
16.63
P/E
27.58
EV/Sales
1.88
Sector
Aerospace and Defense
Category
growth
Airbus: 3 Investment Theses for 3 Horizons
AIR.PA: 72% rev from commercial aircraft (8,700 backlog), targeting 75 A320s/month by 2027. €10B net cash, 23x fwd P/E, 22.8% ROE. Near-term: execution risk on ramp-up (engine/fuselage delays). Mid-term: margin expansion post-R&D, but Comac C919 threatens duopoly pricing power. Long-term: 1.5B new middle class by 2040 drives demand; ZEROe hydrogen by 2035 is major capex risk. €600B+ order book supports 9.7-11.8% growth '26-'28.
Read full article (4 min)