Airbus (AIR) Panoramica del titolo
Airbus SE, insieme alle sue controllate, è impegnata nella progettazione, produzione e fornitura di prodotti, servizi e soluzioni aeronautiche e aerospaziali in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 2/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per AIR dai nostri controlli di rischio.
AIR Community Fair Values
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Analyst Price Targets
Top Community Narratives
€231.41
FV
17.2% sottovalutato sconto intrinseco9.00%
Revenue growth p.a.
311
users have viewed this narrative3users have liked this narrative
3users have commented on this narrative
5users have followed this narrative
Concorrenti di Airbus SE
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €191.58 |
| Massimo di 52 settimane | €221.30 |
| Minimo di 52 settimane | €157.42 |
| Beta | 0.88 |
| Variazione di 1 mese | 6.61% |
| Variazione a 3 mesi | 19.13% |
| Variazione di 1 anno | 8.08% |
| Variazione a 3 anni | 44.46% |
| Variazione a 5 anni | 69.42% |
| Variazione dall'IPO | 994.74% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 16
AIR: Cost Controls And Defense Will Offset Delivery Strains And Sentiment Reset
The Airbus price target in this update is revised modestly lower to €227, as analysts reflect a series of small cuts across recent research while still citing steady assumptions for long term revenue growth, profit margins and P/E expectations. Analyst Commentary Recent research on Airbus highlights a more cautious tone, even as the revised €227 price target still reflects steady assumptions for long term revenue growth, margins and P/E.Aggiornamento della narrazione • Jun 01
AIR: Cost Controls And Defense Orders Will Balance Delivery And Legal Risks
Airbus' internal fair value estimate is updated from €170 to €175 per share as analysts adjust price targets around €217 to €230 and refine assumptions on growth, margins, discount rates and future P/E based on recent research. Analyst Commentary Recent research on Airbus points to a mixed backdrop, with several firms refining price targets and ratings as they reassess delivery assumptions, execution risks and valuation multiples.
Aggiornamento della narrazione • May 18
AIR: Defense Expansion And Order Backlog Will Support Future Upside
Analysts have trimmed the Airbus fair value estimate by about €4 to roughly €251. This reflects slightly higher discount rate assumptions and revised delivery expectations, even as revenue growth and profit margin inputs are adjusted upward and sector research points to softer near term catalysts alongside ongoing commercial aero demand.Recent updates
Aggiornamento della narrazione • Jun 16
AIR: Cost Controls And Defense Will Offset Delivery Strains And Sentiment Reset
The Airbus price target in this update is revised modestly lower to €227, as analysts reflect a series of small cuts across recent research while still citing steady assumptions for long term revenue growth, profit margins and P/E expectations. Analyst Commentary Recent research on Airbus highlights a more cautious tone, even as the revised €227 price target still reflects steady assumptions for long term revenue growth, margins and P/E.Aggiornamento della narrazione • Jun 01
AIR: Cost Controls And Defense Orders Will Balance Delivery And Legal Risks
Airbus' internal fair value estimate is updated from €170 to €175 per share as analysts adjust price targets around €217 to €230 and refine assumptions on growth, margins, discount rates and future P/E based on recent research. Analyst Commentary Recent research on Airbus points to a mixed backdrop, with several firms refining price targets and ratings as they reassess delivery assumptions, execution risks and valuation multiples.Aggiornamento della narrazione • May 18
AIR: Defense Expansion And Order Backlog Will Support Future Upside
Analysts have trimmed the Airbus fair value estimate by about €4 to roughly €251. This reflects slightly higher discount rate assumptions and revised delivery expectations, even as revenue growth and profit margin inputs are adjusted upward and sector research points to softer near term catalysts alongside ongoing commercial aero demand.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Rendimenti per gli azionisti
| AIR | FR Aerospace & Defense | FR Mercato | |
|---|---|---|---|
| 7D | 1.1% | -0.4% | -0.8% |
| 1Y | 8.1% | 8.5% | 4.9% |
Ritorno vs Industria: AIR ha trovato corrispondenza nel French Aerospace & Defense che ha restituito 8.5 % nell'ultimo anno.
Rendimento vs Mercato: AIR ha superato il mercato French che ha restituito 4.9 % nell'ultimo anno.
Volatilità dei prezzi
| AIR volatility | |
|---|---|
| AIR Average Weekly Movement | 5.3% |
| Aerospace & Defense Industry Average Movement | 6.7% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in FR Market | 10.8% |
| 10% least volatile stocks in FR Market | 2.7% |
Prezzo delle azioni stabile: AIR non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato French.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di AIR è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1998 | 166,876 | Guillaume M. J. Faury | www.airbus.com |
Airbus SE, insieme alle sue controllate, è impegnata nella progettazione, produzione e fornitura di prodotti, servizi e soluzioni aeronautiche e aerospaziali in tutto il mondo. Opera attraverso tre segmenti: Airbus, Airbus Helicopters e Airbus Defence and Space. Il segmento Airbus sviluppa, produce, commercializza e vende aerei passeggeri a reazione commerciale, aerei cargo, aerei regionali a turboelica e componenti per aerei, oltre a fornire servizi di conversione e servizi correlati.
Airbus SE Riepilogo dei fondamenti
| AIR statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €151.07b |
| Utili (TTM) | €5.01b |
| Ricavi(TTM) | €72.53b |
30.1x
Rapporto P/E2.1x
Rapporto P/SAIR è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| AIR Conto economico (TTM) | |
|---|---|
| Ricavi | €72.53b |
| Costo del fatturato | €61.38b |
| Profitto lordo | €11.15b |
| Altre spese | €6.13b |
| Utili | €5.01b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 29, 2026
| Utile per azione (EPS) | 6.37 |
| Margine lordo | 15.37% |
| Margine di profitto netto | 6.91% |
| Rapporto debito/patrimonio netto | 46.6% |
Come si è comportato AIR nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.7%
Rendimento attuale del dividendo50%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/29 21:44 |
| Prezzo dell'azione a fine giornata | 2026/06/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Airbus SE è coperta da 33 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| null null | Banco de Sabadell. S.A. |
| Lourdes Dominguez | Banco Santander |
| Milene Kerner | Barclays |