Airbus (AIR) Hisse Özeti
Airbus SE, iştirakleri ile birlikte dünya çapında havacılık ve uzay ürünleri, hizmetleri ve çözümlerinin tasarımı, üretimi ve teslimatı ile ilgilenmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 3/6 |
Ödüller
Risk Analizi
Risk kontrollerimizden AIR için herhangi bir risk tespit edilmedi.
AIR Community Fair Values
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Analyst Price Targets
Top Community Narratives
€231.41
FV
11.5% değerinin altında içsel indirim9.00%
Revenue growth p.a.
376
users have viewed this narrative3users have liked this narrative
3users have commented on this narrative
19users have followed this narrative
Airbus SE Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | €204.80 |
| 52 Haftanın En Yüksek Seviyesi | €221.30 |
| 52 Haftanın En Düşük Seviyesi | €157.42 |
| Beta | 0.88 |
| 1 Aylık Değişim | 5.24% |
| 3 Aylık Değişim | 20.81% |
| 1 Yıllık Değişim | 13.20% |
| 3 Yıllık Değişim | 58.37% |
| 5 Yıllık Değişim | 78.09% |
| Halka arzdan bu yana değişim | 1,070.29% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Hissedar Getirileri
| AIR | FR Aerospace & Defense | FR Pazar | |
|---|---|---|---|
| 7D | -3.8% | -3.5% | -1.8% |
| 1Y | 13.2% | 17.2% | 2.0% |
Getiri vs. Endüstri: AIR geçen yıl % 17.2 oranında getiri sağlayan French Aerospace & Defense sektörünün gerisinde kaldı.
Getiri vs Piyasa: AIR geçen yıl % 2 oranında getiri sağlayan French Piyasasını aştı.
Fiyat Oynaklığı
| AIR volatility | |
|---|---|
| AIR Average Weekly Movement | 4.3% |
| Aerospace & Defense Industry Average Movement | 4.5% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in FR Market | 10.3% |
| 10% least volatile stocks in FR Market | 2.3% |
İstikrarlı Hisse Senedi Fiyatı: AIR son 3 ayda French piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: AIR 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1998 | 168,754 | Guillaume M. J. Faury | www.airbus.com |
Airbus SE, iştirakleri ile birlikte, dünya çapında havacılık ve uzay ürünleri, hizmetleri ve çözümlerinin tasarımı, üretimi ve teslimatı ile ilgilenmektedir. Üç segment aracılığıyla faaliyet göstermektedir: Airbus, Airbus Helicopters ve Airbus Defence and Space. Airbus segmenti, ticari jet yolcu uçakları, kargo uçakları, bölgesel turboprop uçaklar ve uçak bileşenleri geliştirir, üretir, pazarlar ve satar, ayrıca uçak dönüştürme ve ilgili hizmetleri sağlar.
Airbus SE Temel Bilgiler Özeti
| AIR temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | €164.67b |
| Kazançlar(TTM) | €5.94b |
| Gelir(TTM) | €76.99b |
27.3x
F/K Oranı2.1x
P/S OranıAIR aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| AIR gelir tablosu (TTM) | |
|---|---|
| Gelir | €76.99b |
| Gelir Maliyeti | €64.43b |
| Brüt Kâr | €12.56b |
| Diğer Giderler | €6.62b |
| Kazançlar | €5.94b |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
Oct 28, 2026
| Hisse başına kazanç (EPS) | 7.50 |
| Brüt Marj | 16.31% |
| Net Kâr Marjı | 7.71% |
| Borç/Özkaynak Oranı | 45.6% |
AIR uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
1.6%
Mevcut Temettü Verimi43%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/20 18:05 |
| Gün Sonu Hisse Fiyatı | 2026/08/20 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Airbus SE 34 Bu analistlerden 22, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | Banco de Sabadell. S.A. |
| Lourdes Dominguez | Banco Santander |
| Milene Kerner | Barclays |