Airbus Group SE: Strong Financial Outlook and Strategic Initiatives Support Buy Rating

In a report released today, Chloe Lemaire from Jefferies maintained a Buy rating on Airbus Group SE (EADSF – Research Report), with a price target of €175.00.

Chloe Lemaire’s rating is based on several compelling factors. Airbus Group SE has reaffirmed its guidance for 2025, which indicates a strong commitment to achieving its financial targets. The company plans to maintain a cash conversion rate close to its net income over the next five years, which suggests robust financial health and operational efficiency. Additionally, Airbus has announced an intention to increase its dividend payout policy to a range of 30-50%, up from the current 30-40%, which is an attractive proposition for investors seeking income.
Furthermore, Airbus has reiterated its production targets, including an ambitious plan to produce 14 A220 aircraft per month by 2026. The company also expects to achieve over €1 billion in adjusted EBIT with a mid-high single-digit margin by 2028, and its Helicopters division is projected to reach over €1 billion in adjusted EBIT with margins exceeding 11%. These targets align closely with Jefferies’ expectations, despite slightly lower margin assumptions in the Helicopters segment. Overall, these strategic initiatives and financial projections underpin Chloe Lemaire’s Buy rating for Airbus Group SE.

In another report released on June 9, RBC Capital also maintained a Buy rating on the stock with a €185.00 price target.

Based on the recent corporate insider activity of 34 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of EADSF in relation to earlier this year.