Update shared on07 Aug 2025
Fair value Increased 0.41%The significant drop in International Consolidated Airlines Group’s forward P/E ratio despite a slight reduction in revenue growth expectations suggests improving earnings prospects or valuation appeal, supporting a marginally higher consensus price target of £4.36.
What's in the News
- Completed repurchase of 161,126,761 shares (3.32% of share capital) for €572 million under the share buyback program.
- Held Analyst/Investor Day focused on Iberia Group's quality and strategic opportunities.
- Announced order of 53 new long-haul aircraft (32 Boeing 787-10 for British Airways, 21 Airbus A330-900neo for Aer Lingus, Iberia, or LEVEL) to modernize and expand fleets, with deliveries scheduled between 2028 and 2033; includes options for additional aircraft and new engine supply/maintenance agreements with Rolls-Royce and General Electric.
Valuation Changes
Summary of Valuation Changes for International Consolidated Airlines Group
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from £4.32 to £4.36.
- The Future P/E for International Consolidated Airlines Group has significantly fallen from 7.20x to 6.38x.
- The Consensus Revenue Growth forecasts for International Consolidated Airlines Group has fallen slightly from 3.6% per annum to 3.5% per annum.
Disclaimer
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