Previous Close | €182.98 |
AI Value | €39.27 |
Upside potential | -79% |
Airbus SE is a global leader in the aerospace industry, specializing in the design, manufacturing, and delivery of commercial aircraft, helicopters, defense systems, and space-related products. The company operates in a highly competitive duopoly with Boeing in the commercial aircraft sector, holding a significant market share in single-aisle and wide-body aircraft. Airbus's core products include the A320 family (its best-selling model), the A350, and the A380 (though production of the latter was discontinued in 2021). The company also provides defense and space solutions, including military transport aircraft, satellites, and launchers. Airbus's competitive advantages include its strong order backlog, technological innovation, and a diversified revenue stream across commercial aviation, defense, and space segments.
Airbus invests heavily in R&D, focusing on next-generation aircraft (e.g., hydrogen-powered ZEROe concept), sustainable aviation fuels, and digital aviation solutions. The company holds numerous patents in aerodynamics, materials science, and avionics.
Airbus is well-positioned to benefit from the recovery in air travel and long-term aerospace demand, supported by its strong backlog and innovation pipeline. However, risks include supply chain bottlenecks, competitive pressures, and macroeconomic volatility affecting airline capex. Investors should monitor execution on delivery targets and defense contract momentum.
Airbus Annual Reports (2022), Q3 2023 Earnings Presentation, Bloomberg Aerospace & Defense Analysis, European Space Agency (ESA) publications.
Historical valuation data is not available at this time.