19 January Deliveries. Worse Than the Pandemic.In my first post on Friday, I argued the "record backlog + Boeing weakness = buy" narrative is structurally broken. Engine constraints, margin compression on legacy-priced orders, and aircraft being scrapped at age six for parts.
Zero engagement. Fair enough. Maybe the thesis felt speculative. So h
Airbus SE
No trades
Key facts today
๏ปฟAirbus (AIR) stock fell from โฌ221 to โฌ190 ahead of its financial results announcement. The company secured an order for 8 A350-1000s and reported โฌ47.4 billion in revenue.
Safran's CEO stated that CFM will focus on meeting its engine supply commitments to Airbus, amid ongoing tensions with Pratt & Whitney affecting Airbus's production goals.
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EPS estimate
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1.76โฏUSD
โช4.58โฏBโฌโฏUSD
โช74.89โฏBโฌโฏUSD
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About Airbus SE
๏ปฟSector
Industry
CEO
Guillaume Faury
Website
Headquarters
Leiden
Founded
1998
IPO date
Jul 10, 2000
Identifiers
3
ISIN US0092791005
Airbus SE is a holding and management company, which engages in the design, manufacture, and marketing of aerospace products, services, and solutions. It operates through the following segments: Airbus, Airbus Helicopters, and Airbus Defense and Space. The Airbus segment involves the development, manufacture, marketing, and sale of commercial jet passenger aircraft, regional turboprop, and components, conversion and related services. The Airbus Helicopters segment includes the provision of civil and military helicopters and related services. The Airbus Defense and Space segment focuses on connected intelligence, military air, and space systems. The company was founded on December 29, 1998 and is headquartered in Leiden, Netherland.
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๏ปฟAIRBUS - Beyond the Backlog: What the Consensus Is Missing๐๐๐ฟ๐ฟ๐ฒ๐ป๐ ๐ฃ๐ฟ๐ถ๐ฐ๐ฒ: โฌ189 | ๐๐ผ๐ป๐๐ฒ๐ป๐๐๐ ๐ง๐ฎ๐ฟ๐ด๐ฒ๐: โฌ230 | ๐ ๐ผ๐ฟ๐ป๐ถ๐ป๐ด๐๐๐ฎ๐ฟ ๐๐ฉ: โฌ165
๐๐ฒ๐ ๐๐ฎ๐๐ฒ: February 19, 2026 โ FY 2025 Earnings Release
๐ง๐๐๐ฆ๐๐ฆ: ๐ง๐๐ "๐ฅ๐๐๐ข๐ฅ๐ ๐๐๐๐๐๐ข๐ + ๐๐ข๐๐๐ก๐ ๐ช๐๐๐๐ก๐๐ฆ๐ฆ = ๐๐จ๐ฌ" ๐ก๐๐ฅ๐ฅ๐๐ง๐๐ฉ๐ ๐๐ฆ ๐ฆ๐ง๐ฅ๐จ๐๐ง๐จ๐ฅ๐๐๐๐ฌ ๐๐ฅ๐ข๐๐๐ก.
Six months ago, Airbus CEO Faury told the US Chamber of Commerce the supply chain had "c
๐๐๐ฒ๐ฟ๐ ๐ ๐ผ๐ฟ๐ป๐ถ๐ป๐ด ๐ง๐ต๐ฒ๐ ๐ ๐ฎ๐ฟ๐ธ ๐๐ ๐จ๐ฝIn Parts I and II, I built the fundamental case: 19 January deliveries (worst this decade, below pandemic levels), engine constraints through 2030 per P&W's own president, no supply agreement between Airbus and P&W for the foreseeable future, Singapore Airshow producing one order for four aircraft,
AIR moves below 200 Euro and the 20MA - a sign of more to come?We saw AIR down by 10% in early trading today. A mix of the recall note on 600 A320 airliners for the effect solar radiation has been found to have on the flight software, and a possible Ukraine Peace plan knocking all European defence stocks.
The former is quite some issue - but, by my superficial
Airbus SE Accelerates Production as Tension Grows with Suppliers
By Ion Jauregui โ Analyst at ActivTrades
Airbus SE is once again at the center of industrial attention. The European manufacturer is standing firm on its ambitious plan to ramp up A320neo production to 75 aircraft per month by 2027, but pressure on the supply chain โ particularly engine supplier
Airbus,Leonardo and Thales:Europe targets space- Project BromoAirbus, Leonardo and Thales: Europe targets space with Project Bromo
By Ion Jauregui โ Analyst at ActivTrades
The planned agreement between Airbus (EPA: AIR), Leonardo (BIT: LDOF), and Thales (EPA: TCFP) to merge their satellite divisions under Project Bromo represents a far-reaching strategic m
Airbus Wave Analysis โ 10 July 2025- Airbus broke resistance zone
- Likely to rise to resistance level 190.00
Airbus recently broke the resistance zone lying between the resistance level 175.00 (which started the earlier sharp downward correction in March, as can be seen from the Airbus chart below) and the resistance trendline of t
AIRBUS STOCK FORMING BEARISH TREND PATTERNAIRBUS STOCK FORMING BEARISH TREND PATTERN.
Price drop sharply after forming high 177.30 and created a lower low.
Market was trading in secondary trend from last few sessions.
After secondary trend, reversal candlestick pattern is been spotted.
Price is expected to remain bearish for upcoming sessio
Is Europe's Decline Grounding Airbus's Ascent?Europe's economic situation presents a complex picture of modest growth juxtaposed with significant challenges, creating uncertainty for major players like Airbus. In 2024, the European Union's GDP growth was projected to be below 1%, with only a slight acceleration anticipated for 2025. This sluggi
See all ideasย
Summarizing what the indicators are suggesting.
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An aggregate view of professional's ratings.
Neutral
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Strong sellSellNeutralBuyStrong buy
Neutral
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Strong sellSellNeutralBuyStrong buy
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Displays a symbol's price movements over previous years to identify recurring trends.
US9279AC4
Airbus SE 3.95% 10-APR-2047Yield to maturity
5.48%
Maturity date
Apr 10, 2047
USN0280EAS4
Airbus SE 3.95% 10-APR-2047Yield to maturity
5.33%
Maturity date
Apr 10, 2047
AIRC
Airbus SE 3.15% 10-APR-2027Yield to maturity
3.85%
Maturity date
Apr 10, 2027
XS218586805
Airbus SE 2.375% 09-JUN-2040Yield to maturity
3.80%
Maturity date
Jun 9, 2040
XS141058231
Airbus Finance B.V. 1.375% 13-MAY-2031Yield to maturity
2.87%
Maturity date
May 13, 2031
XS215279642
Airbus SE 2.375% 07-APR-2032Yield to maturity
2.85%
Maturity date
Apr 7, 2032
XS218586791
Airbus SE 1.625% 09-JUN-2030Yield to maturity
2.69%
Maturity date
Jun 9, 2030
EA8C
Airbus SE 2.125% 29-OCT-2029Yield to maturity
2.50%
Maturity date
Oct 29, 2029
XS215279626
Airbus SE 2.0% 07-APR-2028Yield to maturity
2.32%
Maturity date
Apr 7, 2028
XS218586783
Airbus SE 1.375% 09-JUN-2026Yield to maturity
2.23%
Maturity date
Jun 9, 2026
XS141058258
Airbus Finance B.V. 0.875% 13-MAY-2026Yield to maturity
2.21%
Maturity date
May 13, 2026
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