Airbus (AIR) 주식 개요
Airbus SE는 자회사와 함께 전 세계에서 항공 및 항공우주 제품, 서비스 및 솔루션을 설계, 제조 및 제공하는 사업을 영위하고 있습니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 AIR에 대한 위험이 감지되지 않았습니다.
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Airbus
15.2% 저평가 내재 할인율
EU#6 - From Political Experiment to Global Aerospace Power
View narrativeTO
Published 15 Feb
Airbus SE 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | €196.34 |
| 52주 최고가 | €221.30 |
| 52주 최저가 | €157.42 |
| 베타 | 0.88 |
| 1개월 변동 | -8.53% |
| 3개월 변동 | 12.03% |
| 1년 변동 | 4.13% |
| 3년 변동 | 50.43% |
| 5년 변동 | 74.74% |
| IPO 이후 변동 | 1,021.94% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Sep 08
AIR: Medium Term Margin Goals And Buyback Plans Will Offset Delivery Risks
Analysts have lifted the Airbus fair value estimate from €175.00 to about €192.00, supported by higher published price targets across the Street, research that points to stronger margins, robust demand signals from key suppliers, and increased confidence in the company’s medium term targets. Analyst Commentary Street research on Airbus over recent months has tilted more constructive, with a series of higher price targets and positive ratings from large houses such as JPMorgan, Morgan Stanley and Deutsche Bank.
내러티브 업데이트 • Aug 25
AIR: Higher Delivery Pace And Margins Will Drive Stronger Future Cash Generation
Analysts have raised their fair value estimate for Airbus from €219.32 to €230.96, citing a series of higher Street price targets and research that highlights supportive margin assumptions, slightly adjusted discount rates, and modest tweaks to long term revenue growth and P/E expectations. Analyst Commentary Recent Street research on Airbus points to a cluster of higher price targets and mostly constructive views on execution, profitability and long term growth.
내러티브 업데이트 • Aug 11
AIR: Widebody Recovery And Aftermarket Demand Will Support Future Upside
Analysts lifted the Airbus fair value estimate from about €251 to €260, citing a series of higher Street price targets supported by recent Q2 strength, clearer mid term targets, firm widebody recovery commentary, and resilient aftermarket demand across the commercial aero cycle. Analyst Commentary Recent research updates show a clear cluster of bullish analysts becoming more constructive on Airbus, with a series of higher price targets and an upgrade that together point to stronger confidence in execution, earnings power and long term growth plans.Recent updates
내러티브 업데이트 • Sep 08
AIR: Medium Term Margin Goals And Buyback Plans Will Offset Delivery Risks
Analysts have lifted the Airbus fair value estimate from €175.00 to about €192.00, supported by higher published price targets across the Street, research that points to stronger margins, robust demand signals from key suppliers, and increased confidence in the company’s medium term targets. Analyst Commentary Street research on Airbus over recent months has tilted more constructive, with a series of higher price targets and positive ratings from large houses such as JPMorgan, Morgan Stanley and Deutsche Bank.내러티브 업데이트 • Aug 25
AIR: Higher Delivery Pace And Margins Will Drive Stronger Future Cash Generation
Analysts have raised their fair value estimate for Airbus from €219.32 to €230.96, citing a series of higher Street price targets and research that highlights supportive margin assumptions, slightly adjusted discount rates, and modest tweaks to long term revenue growth and P/E expectations. Analyst Commentary Recent Street research on Airbus points to a cluster of higher price targets and mostly constructive views on execution, profitability and long term growth.내러티브 업데이트 • Aug 11
AIR: Widebody Recovery And Aftermarket Demand Will Support Future Upside
Analysts lifted the Airbus fair value estimate from about €251 to €260, citing a series of higher Street price targets supported by recent Q2 strength, clearer mid term targets, firm widebody recovery commentary, and resilient aftermarket demand across the commercial aero cycle. Analyst Commentary Recent research updates show a clear cluster of bullish analysts becoming more constructive on Airbus, with a series of higher price targets and an upgrade that together point to stronger confidence in execution, earnings power and long term growth plans.내러티브 업데이트 • Jul 28
AIR: Larger Orders And Margin Execution Will Still Shape Future Cash Generation
Analysts have nudged the Airbus fair value estimate higher to €219.32 from €214.83. This reflects slightly lower discount rate assumptions, a modestly stronger profit margin outlook, and only small adjustments to long term revenue growth and future P/E expectations following recent price target increases across the Street.내러티브 업데이트 • Jul 14
AIR: Larger Orders And Margin Execution Will Shape Future Cash Generation
Airbus' analyst price target has edged higher to €214.83 from €210.44, reflecting analysts' updated assumptions on slightly stronger revenue growth, margins and a modestly higher future P/E, supported by recent target moves and an upgrade to Buy from several research houses. Analyst Commentary Recent research on Airbus highlights a mix of optimism on execution and profitability, alongside some caution on valuation and potential risks that could affect the share price path from here.내러티브 업데이트 • Jun 30
AIR: Mixed Orders And Defense Programs Will Shape Future Cash Generation
The updated analyst price target for Airbus reflects a slight recalibration from about €215.52 to €210.44, as analysts factor in a higher discount rate, modestly stronger revenue growth and margins, and a lower future P/E. This incorporates recent mixed but generally constructive research, including upgrades and trimmed yet still supportive targets across the Street.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.주주 수익률
| AIR | FR Aerospace & Defense | FR 시장 | |
|---|---|---|---|
| 7D | -0.3% | -1.4% | -2.0% |
| 1Y | 4.1% | 6.7% | -0.02% |
수익률 대 산업: AIR은 지난 1년 동안 6.7%의 수익을 기록한 French Aerospace & Defense 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: AIR은 지난 1년 동안 -0%를 기록한 French 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| AIR volatility | |
|---|---|
| AIR Average Weekly Movement | 3.8% |
| Aerospace & Defense Industry Average Movement | 4.3% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in FR Market | 9.5% |
| 10% least volatile stocks in FR Market | 2.2% |
안정적인 주가: AIR는 지난 3개월 동안 French 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: AIR의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1998 | 168,754 | Guillaume M. J. Faury | www.airbus.com |
Airbus SE는 자회사와 함께 전 세계에서 항공 및 항공우주 제품, 서비스 및 솔루션을 설계, 제조 및 제공하는 사업을 하고 있습니다. 이 회사는 세 가지 부문으로 운영됩니다: 에어버스, 에어버스 헬리콥터, 에어버스 디펜스 앤 스페이스입니다. Airbus 부문은 상용 제트 여객기, 화물기, 지역 터보프롭 항공기 및 항공기 부품을 개발, 제조, 마케팅 및 판매하고 항공기 개조 및 관련 서비스를 제공합니다.
Airbus SE 기초 지표 요약
| AIR 기초 통계 | |
|---|---|
| 시가총액 | €155.40b |
| 순이익 (TTM) | €5.94b |
| 매출 (TTM) | €76.99b |
26.2x
주가수익비율(P/E)2.0x
주가매출비율(P/S)AIR는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| AIR 손익계산서 (TTM) | |
|---|---|
| 매출 | €76.99b |
| 매출원가 | €64.43b |
| 총이익 | €12.56b |
| 기타 비용 | €6.62b |
| 순이익 | €5.94b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
Oct 28, 2026
| 주당순이익(EPS) | 7.50 |
| 총이익률 | 16.31% |
| 순이익률 | 7.71% |
| 부채/자본 비율 | 45.6% |
AIR의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
1.6%
현재 배당 수익률43%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/09 12:23 |
| 종가 | 2026/09/09 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Airbus SE는 34명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | Banco de Sabadell. S.A. |
| Lourdes Dominguez | Banco Santander |
| Milene Kerner | Barclays |