Update shared on04 Sep 2025
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.
- Price targets are being lifted in recognition of a strong demand backdrop, with airline customers expected to refresh and expand fleets.
- Recent comprehensive business updates from Airbus, such as the 2025 Paris Airshow, have positively influenced sentiment despite limited mid-term commercial outlook details.
- Analysts remain mindful of risks, specifically persistent supply chain challenges and broader macroeconomic factors, but see these as outweighed by demand strength.
- Upgrades and target increases reflect heightened confidence in Airbus’s positioning and future growth trajectory amid industry tailwinds.
What's in the News
- Major air cargo operators warn of an impending capacity crunch due to aging fleets and delivery delays from Airbus and Boeing, exacerbated by supply chain issues and a wave of aircraft retirements (Financial Times).
- The supply-demand imbalance for large wide-body freighters is expected to intensify over the next several years, according to Atlas Air's CEO (Financial Times).
- Airbus must deliver aircraft at a record pace to meet its annual target of 820 aircraft, a 7% YoY increase, amid persistent delays in equipment and engine supplies (Reuters).
- Airbus secured nearly $10 billion in new orders at the Paris Air Show, capitalizing on Boeing's downscaled participation after a fatal Air India crash (Financial Times).
- Ongoing delivery challenges may impact Airbus's ability to fulfill strong order intake and meet ambitious guidance targets (Reuters, Financial Times).
Valuation Changes
Summary of Valuation Changes for Airbus
- The Consensus Analyst Price Target remained effectively unchanged, at €197.11.
- The Net Profit Margin for Airbus remained effectively unchanged, at 7.97%.
- The Discount Rate for Airbus remained effectively unchanged, at 6.17%.
Disclaimer
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