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Airbus Group SE (FR:AIR)
:AIR
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Airbus Group SE (AIR) Price & Analysis

428 Followers

AIR Stock Chart & Stats

€208.90
€3.10(1.48%)
At close: 4:00 PM EDT
€208.90
€3.10(1.48%)

Bulls Say, Bears Say

Bulls Say
Delivery Ramp And ExecutionSustained increases in deliveries demonstrate Airbus's manufacturing scale-up and operational execution. A reliable ramp supports recurring revenue recognition, improves per-unit absorption of fixed costs, and underpins adjusted EBIT as backlog converts, providing durable earnings momentum over the next 2–6 months.
Large, Diversified Backlog And Order IntakeA substantial, concentrated A320-family backlog gives multi-year visibility into production and cash flows. High booked orders and geographical/customer diversity reduce short-term demand exposure and support steady production targets, sustaining revenue and capacity utilization through the medium term.
Strong Balance Sheet And LiquidityImproving leverage and large liquidity buffers provide resilience for capital-intensive ramp-up and program investments. With debt-to-equity improved and ample cash, Airbus can fund CapEx, R&D, and integration costs without immediate refinancing stress, supporting strategic execution over coming quarters.
Bears Say
Working-capital Driven Cash VolatilityNegative H1 free cash flow driven by inventory and working-capital build highlights cash conversion risk during ramp-up. Persisting swings in working capital can constrain internal funding for CapEx/R&D, elevate reliance on liquidity or financing, and pressure near-term cash generation sustainability.
Costly Integration Of Spirit AeroSystems Work PackagesFront‑loaded integration costs reduce reported profitability and consume cash, creating a structural execution drag until synergies materialize. Complexity and potential for further overruns make margins and cash flows less predictable, raising execution risk across programs in the medium term.
Engine Supply Negotiations And Supplier ConstraintsUnresolved engine supply issues pose a structural bottleneck to deliveries and backlog conversion. Continued disputes or shortages can force delivery delays, penalties, or customer reallocations, impairing revenue realization and margin stability until supplier cadence is reliably restored.

Airbus Group SE News

AIR FAQ

What was Airbus Group SE’s price range in the past 12 months?
Airbus Group SE lowest stock price was €157.42 and its highest was €221.30 in the past 12 months.
    What is Airbus Group SE’s market cap?
    Airbus Group SE’s market cap is €159.18B.
      When is Airbus Group SE’s upcoming earnings report date?
      Airbus Group SE’s upcoming earnings report date is Oct 28, 2026 which is in 86 days.
        How were Airbus Group SE’s earnings last quarter?
        Airbus Group SE released its earnings results on Jul 29, 2026. The company reported €2.27 earnings per share for the quarter, beating the consensus estimate of €2.034 by €0.236.
          Is Airbus Group SE overvalued?
          According to Wall Street analysts Airbus Group SE’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Airbus Group SE pay dividends?
            Airbus Group SE pays a Notavailable dividend of €3.2 which represents an annual dividend yield of 1.58%. See more information on Airbus Group SE dividends here
              What is Airbus Group SE’s EPS estimate?
              Airbus Group SE’s EPS estimate is 1.78.
                How many shares outstanding does Airbus Group SE have?
                Airbus Group SE has 792,283,700 shares outstanding.
                  What happened to Airbus Group SE’s price movement after its last earnings report?
                  Airbus Group SE reported an EPS of €2.27 in its last earnings report, beating expectations of €2.034. Following the earnings report the stock price went down -0.991%.
                    Which hedge fund is a major shareholder of Airbus Group SE?
                    Currently, no hedge funds are holding shares in FR:AIR
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Airbus Group SE

                      Airbus SE operates as a leading global aerospace entity, focused on the conceptualization, manufacturing, and worldwide provision of a diverse range of aerospace products, accompanying services, and integrated solutions. The company's extensive activities are organized across three primary business segments: Airbus (Commercial Aircraft): This division handles the entire lifecycle of commercial jet aircraft, typically those with capacities of 100 seats or more, in addition to regional turboprop planes and aircraft components. It also specializes in aircraft conversion projects and offers associated support services. Airbus Helicopters: This segment is dedicated to the design, production, marketing, and sale of both civil and military rotorcraft, complemented by a full suite of helicopter-related services. Airbus Defence and Space: This comprehensive segment delivers and supports a variety of military aircraft, including combat jets, mission-specific planes, transport aircraft, and aerial refueling tankers, along with their respective services. It is also a developer of unmanned aerial systems (UAS). Furthermore, this division provides civil and defense space systems for applications in telecommunications, earth observation, navigation, scientific research, and orbital platforms. Its portfolio also includes missile systems, space launcher systems, and expert services covering data processing from platforms, secure communication solutions, and cybersecurity. Initially established in 1998, the company was formerly recognized as Airbus Group SE, before officially changing its name to Airbus SE in April 2017. Its corporate base is situated in Leiden, the Netherlands.

                      Airbus Group SE (AIR) Earnings & Revenues

                      AIR Company Deck

                      AIR Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presented multiple strong operational and commercial positives: record quarterly deliveries, double‑digit revenue growth, a sizable and diversified backlog, strong order intake across commercial, helicopter and defence businesses, and improved adjusted EBIT. These positives are tempered by near‑term cash pressures (negative H1 free cash flow driven by working capital and inventory build), front‑loaded integration costs from Spirit AeroSystems, ongoing engine supply negotiations with Pratt & Whitney, and FX/hedging headwinds. Management maintained unchanged 2026 guidance (around 870 deliveries, ~EUR 7.5 billion EBIT adjusted, ~EUR 4.5 billion free cash flow before customer financing), indicating confidence in execution despite the highlighted challenges.View all FR:AIR earnings summaries

                      AIR Stock 12 Month Forecast

                      Average Price Target

                      €228.08
                      ▲(9.18% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 45,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":166.032,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 38,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":178.698,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 36,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":195.468,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 42,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":209.528,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 44,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":189.086,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 51,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":194.8,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 44,\t&nbsp; </span>\n              <span  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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":164.853,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 50,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 20, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":174.88,"date":1777593600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 40,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 15, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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