Airbus (AIR) Stock Overview
Engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 4/6 |
| Past Performance | 4/6 |
| Financial Health | 6/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
No risks detected for AIR from our risk checks.
AIR Community Fair Values
Create NarrativeSee what 413 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
€231.41
FV
27.5% undervalued intrinsic discount9.00%
Revenue growth p.a.
262
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5users have followed this narrative
Airbus SE Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | €167.68 |
| 52 Week High | €221.30 |
| 52 Week Low | €154.08 |
| Beta | 0.89 |
| 1 Month Change | -6.57% |
| 3 Month Change | -14.97% |
| 1 Year Change | 4.64% |
| 3 Year Change | 29.74% |
| 5 Year Change | 71.26% |
| Change since IPO | 858.17% |
Recent News & Updates
Narrative Update • May 01
AIR: Delivery Constraints And Defense Prospects Will Shape Balanced Future Share Potential
Analysts have trimmed the Airbus fair value estimate from €175.64 to €170.00, as a series of recent price target cuts and more neutral ratings reflect updated views on delivery expectations, profit margins, and the appropriate P/E multiple. Analyst Commentary Recent research updates point to a more cautious tone around Airbus, with several firms trimming price targets and leaning toward neutral ratings as they reassess delivery assumptions, earnings sensitivity per aircraft, and what investors may be willing to pay on a P/E basis.
Narrative Update • Apr 16
AIR: Defense Expansion And Backlog Execution Will Support Future Upside
The analyst fair value estimate for Airbus has been adjusted from €269 to €255 as analysts factor in slightly lower revenue growth and profit margin assumptions, alongside a modestly higher discount rate and a reduced future P/E, in line with a recent series of price target cuts, neutral initiations, and mixed rating changes across the Street. Analyst Commentary Recent Street research on Airbus reflects a mixed but engaged debate, with several firms revisiting their assumptions on deliveries, profitability, and valuation.Recent updates
Narrative Update • May 01
AIR: Delivery Constraints And Defense Prospects Will Shape Balanced Future Share Potential
Analysts have trimmed the Airbus fair value estimate from €175.64 to €170.00, as a series of recent price target cuts and more neutral ratings reflect updated views on delivery expectations, profit margins, and the appropriate P/E multiple. Analyst Commentary Recent research updates point to a more cautious tone around Airbus, with several firms trimming price targets and leaning toward neutral ratings as they reassess delivery assumptions, earnings sensitivity per aircraft, and what investors may be willing to pay on a P/E basis.Narrative Update • Apr 16
AIR: Defense Expansion And Backlog Execution Will Support Future Upside
The analyst fair value estimate for Airbus has been adjusted from €269 to €255 as analysts factor in slightly lower revenue growth and profit margin assumptions, alongside a modestly higher discount rate and a reduced future P/E, in line with a recent series of price target cuts, neutral initiations, and mixed rating changes across the Street. Analyst Commentary Recent Street research on Airbus reflects a mixed but engaged debate, with several firms revisiting their assumptions on deliveries, profitability, and valuation.
Narrative Update • Apr 02
AIR: New Orders And Defense Programs Will Support Future Cash Generation
The analyst fair value estimate for Airbus has shifted from €225.11 to €215.52. This reflects recent Street research in which several firms trimmed price targets and ratings as they reassessed delivery assumptions, near term catalysts, and valuation, even as some still point to positives around A320 output and the defense business.Narrative Update • Mar 19
AIR: Delivery Constraints And Defense Expansion Will Shape Balanced Future Upside Potential
Narrative Update The updated analyst price target for Airbus has risen by €12.81, with analysts pointing to improving A320 deliveries, a ramping defense business, and mixed yet generally supportive revisions to price targets across the Street. Analyst Commentary Recent Street research on Airbus reflects a mixed backdrop, with some upgrades and supportive commentary on deliveries and defense, alongside several cautious moves on ratings and price targets.Narrative Update • Mar 05
AIR: Softer Deliveries And Engine Constraints Will Temper Upside Despite Solid Order Flow
Our Airbus fair value estimate has been trimmed by about €7 to €162.83, as analysts factor in softer delivery expectations, slower near term catalysts, and modestly lower margin assumptions despite generally supportive longer term ratings. Analyst Commentary Recent research updates show a tilt toward more cautious expectations on Airbus, with several bearish analysts trimming price targets and flagging execution risks on deliveries and margins.Narrative Update • Feb 19
AIR: Delivery Execution And New Orders Will Support Future Cash Generation
The analyst price target for Airbus has shifted slightly higher, with the updated fair value moving from €224.25 to €225.11. This change reflects recent Street research in which some banks raised their targets, while others turned more cautious on the shares.
New Narrative • Feb 15
EU#6 - From Political Experiment to Global Aerospace Power
Airbus: From Political Experiment to Global Aerospace Power In 1970, Europe made a decision that sounded almost naïve: it would challenge America in the skies. At the time, US manufacturers—especially Boeing—dominated global aviation.Narrative Update • Feb 05
AIR: Delivery Outperformance And New Orders Will Support Future Upside
Analysts have raised their fair value estimate for Airbus from €244 to €269. This revision reflects updated assumptions on the discount rate, revenue growth, profit margins and future P/E, following mixed recent Street research that includes both target increases and cuts, as well as rating downgrades.Narrative Update • Jan 22
AIR: Delivery Execution Risks Will Limit Upside Despite Raised Expectations
Analysts have lifted their Airbus fair value estimate from €145.46 to €169.92, reflecting a series of higher price targets and updated assumptions on revenue growth, profit margins and future P/E multiples following recent research updates on the stock. Analyst Commentary Recent research updates show a cluster of higher price targets for Airbus, with several firms lifting their valuations following Q3 results and updated guidance.Narrative Update • Jan 07
AIR: Delivery Execution And New Orders Will Support Steady Future Cash Generation
Our Airbus fair value estimate edges slightly lower to €224.25, even as analysts lift price targets into a €205 to €240 range, based on better than expected Q3 results, solid margins, strong free cash flow, and reiterated guidance that now factors in tariff and headwind costs. Analyst Commentary Recent Street research on Airbus clusters around a higher valuation range, with several firms lifting price targets following the latest Q3 update, stronger than expected profitability metrics, and reaffirmed guidance that now explicitly includes tariff and headwind costs.Narrative Update • Dec 15
AIR: Expanding Output And Order Momentum Will Drive Future Cash Generation Confidence
Our Airbus fair value estimate ticks up modestly to EUR 224.75 from EUR 224.40 as analysts lift price targets, citing stronger than expected Q3 revenue growth, resilient margins, robust free cash flow, and reaffirmed guidance despite incremental tariff and cost headwinds. Analyst Commentary Recent Street research remains broadly constructive on Airbus, with a series of price target increases clustered around the high EUR 200s and a few more cautious voices tempering expectations.Narrative Update • Dec 01
AIR: Order Wins And Expanding Output Will Shape Balanced Outlook Amid Execution Risks
Airbus's analyst price targets have been raised, with some now as high as EUR 240. Analysts cite stronger than expected Q3 results and maintained guidance as key reasons for their increased optimism.Narrative Update • Nov 17
AIR: Order Wins And Production Expansion Will Support Balanced Outlook Amid Execution Risks
Analysts have raised their price target for Airbus from €221.65 to €224.40, citing continued revenue growth, improved profit margins, and strong quarterly results as key factors supporting the modest upward revision. Analyst Commentary Recent analyst updates on Airbus reflect a balance of optimism around execution and growth, along with some caution regarding valuation and strategic headwinds.Narrative Update • Nov 01
AIR: Delivery Challenges And Order Trends Will Shape Performance Through 2030
Analysts have raised their average fair value estimate for Airbus from EUR 204.75 to EUR 221.65. They cite improved profit margins, stronger revenue growth, and optimistic Q3 performance as key drivers behind the upward price target revisions seen across recent research updates.Narrative Update • Oct 18
Emerging Markets And Decarbonization Will Shape Future Aviation
Narrative Update: Airbus Price Target Increased Amid Positive Outlook Analysts have raised Airbus's price target from €203.25 to €204.75, citing anticipated demand strength and continued long-term industry visibility. Analyst Commentary Recent analyst updates have brought renewed focus on Airbus's growth prospects, with valuation revisions reflecting substantial industry optimism.Narrative Update • Oct 04
Emerging Markets And Decarbonization Will Shape Future Aviation
Analysts have raised their price target for Airbus from €200.26 to €203.25, citing improved visibility into future demand and a steady profitability outlook. Analyst Commentary Bullish analysts have recently become more optimistic toward Airbus, citing several factors supporting the company’s positive outlook and valuation.Narrative Update • Sep 19
Emerging Markets And Decarbonization Will Shape Future Aviation
Analysts have raised their price target for Airbus to €200.26, supported by strong aircraft replacement demand, a durable order backlog, improved supply chain management, and a positive long-term outlook for air travel and deliveries. Analyst Commentary Bullish analysts cite pent-up aircraft replacement demand providing revenue and earnings visibility through at least 2030.Narrative Update • Sep 04
Emerging Markets And Decarbonization Will Shape Future Aviation
Analysts have raised their confidence in Airbus due to strong replacement demand and fleet expansion drivers offsetting supply chain and macro risks, resulting in the consensus price target holding steady at €197.11. Analyst Commentary Bullish analysts are citing pent up replacement demand providing Airbus with revenue and production visibility through at least 2030.Analysis Article • Aug 06
Earnings Tell The Story For Airbus SE (EPA:AIR)
Airbus SE's ( EPA:AIR ) price-to-earnings (or "P/E") ratio of 28.1x might make it look like a strong sell right now...Analysis Article • Jul 07
Returns On Capital Are Showing Encouraging Signs At Airbus (EPA:AIR)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analysis Article • Jun 19
Airbus (EPA:AIR) Seems To Use Debt Quite Sensibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Narrative • Nov 07
Commercial Aircraft Surge Sparks Revenue Growth Amid Transformation And Market Expansion
Airbus aims to increase production rates in Commercial Aircraft, leveraging strong order backlogs to boost revenue and ensure growth.Shareholder Returns
| AIR | FR Aerospace & Defense | FR Market | |
|---|---|---|---|
| 7D | -6.8% | -5.5% | -2.0% |
| 1Y | 4.6% | 1.1% | -2.9% |
Return vs Industry: AIR exceeded the French Aerospace & Defense industry which returned 1.1% over the past year.
Return vs Market: AIR exceeded the French Market which returned -2.9% over the past year.
Price Volatility
| AIR volatility | |
|---|---|
| AIR Average Weekly Movement | 5.6% |
| Aerospace & Defense Industry Average Movement | 6.8% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in FR Market | 10.7% |
| 10% least volatile stocks in FR Market | 2.9% |
Stable Share Price: AIR has not had significant price volatility in the past 3 months compared to the French market.
Volatility Over Time: AIR's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1998 | 166,876 | Guillaume M. J. Faury | www.airbus.com |
Airbus SE, together with its subsidiaries, engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide. It operates through three segments: Airbus, Airbus Helicopters, and Airbus Defence and Space. The Airbus segment develops, manufactures, markets, and sells commercial jet passenger aircraft, freighter aircraft, regional turboprop aircraft, and aircraft components, as well as provides aircraft conversion and related services.
Airbus SE Fundamentals Summary
| AIR fundamental statistics | |
|---|---|
| Market cap | €132.00b |
| Earnings (TTM) | €5.01b |
| Revenue (TTM) | €72.53b |
26.3x
P/E Ratio1.8x
P/S RatioIs AIR overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AIR income statement (TTM) | |
|---|---|
| Revenue | €72.53b |
| Cost of Revenue | €61.38b |
| Gross Profit | €11.15b |
| Other Expenses | €6.13b |
| Earnings | €5.01b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Jul 29, 2026
| Earnings per share (EPS) | 6.37 |
| Gross Margin | 15.37% |
| Net Profit Margin | 6.91% |
| Debt/Equity Ratio | 46.6% |
How did AIR perform over the long term?
See historical performance and comparisonDividends
1.9%
Current Dividend Yield50%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/17 14:29 |
| End of Day Share Price | 2026/05/15 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Airbus SE is covered by 34 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Banco de Sabadell. S.A. |
| Lourdes Dominguez | Banco Santander |
| Milene Kerner | Barclays |