Airbus SE (EADSY)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Airbus SE (EADSY) trades at $59.84 with AI Score 44/100 (Grade C). Airbus SE is a global aerospace and defense company, designing, manufacturing, and delivering commercial aircraft, helicopters, and defense & space equipment. Market cap: $188.43B, Sector: Industrials.
Price live · AI analysis from Mar 15, 2026Analyst Coverage for EADSY: EADSY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates EADSY against Industrials peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
EADSY: the 1 perspectives are evenly split.
How is this calculated? →Airbus SE (EADSY) Industrial Operations Profile
Airbus SE, a leading aerospace and defense company, designs and manufactures commercial aircraft, helicopters, and defense systems. With a market capitalization of $188.43B and a presence in civil and military sectors, Airbus competes with Boeing and other major players in the global aerospace market.
What Is the Investment Thesis for EADSY?
Airbus SE presents a compelling investment case based on its leading position in the aerospace and defense industry. The company's strong backlog of commercial aircraft orders, driven by increasing global air travel demand, provides revenue visibility. The defense and space segment offers growth potential through government contracts and technological advancements. With a P/E ratio of 26.8 and a dividend yield of 1.19%, Airbus offers a blend of growth and income. Key catalysts include increased aircraft deliveries and expansion in the defense sector. Potential risks include supply chain disruptions and geopolitical uncertainties.
Based on FMP financials and quantitative analysis
EADSY Key Highlights
- Market Cap of $188.43B reflects Airbus's significant presence in the aerospace and defense industry.
- P/E ratio of 26.8 indicates investor expectations for future earnings growth.
- Profit Margin of 7.1% demonstrates Airbus's ability to generate profits from its operations.
- Gross Margin of 14.9% shows the efficiency of Airbus's production processes.
- Dividend Yield of 1.19% provides a steady income stream for investors.
Who Are EADSY's Competitors?
EADSY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ANYYY Aena S.M.E., S.A. | $15.55 | -0.03% | $46.66B | 53 |
| HTHIF Hitachi, Ltd. | $30.00 | +0.59% | $135.01B | 46 |
| RYCEF Rolls-Royce Holdings plc | $20.09 | +1.72% | $166.50B | 46 |
| RYCEY Rolls-Royce Holdings plc | $20.15 | +2.65% | $168.34B | 46 |
| SAFRF Safran S.A. | $411.50 | +2.77% | $170.81B | 43 |
| FLY Firefly Aerospace Inc. | $27.88 | -3.53% | $4.58B | 68 |
| PL Planet Labs PBC | $31.04 | -1.10% | $10.33B | 66 |
| MDALF MDA Ltd. | $33.66 | +5.58% | $4.26B | 65 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are EADSY's Key Strengths?
- Leading market position in commercial aircraft.
- Diversified product portfolio across commercial, defense, and space sectors.
- Strong backlog of orders providing revenue visibility.
- Global presence and established customer relationships.
What Are EADSY's Weaknesses?
- Dependence on the commercial aviation market.
- Exposure to supply chain disruptions.
- High capital expenditure requirements.
- Vulnerability to geopolitical risks.
What Could Drive EADSY Stock Higher?
- Increased aircraft deliveries to meet growing demand from airlines.
- Expansion of defense and space business through government contracts.
- Development and launch of new aircraft models with improved fuel efficiency.
- Growth in aftermarket services and maintenance contracts.
- Strategic partnerships and acquisitions to expand market reach.
What Are the Key Risks for EADSY?
- Supply chain disruptions impacting aircraft production.
- Economic downturns leading to reduced air travel demand.
- Intense competition from Boeing and other players.
- Regulatory changes and environmental concerns.
- Geopolitical instability and security threats.
What Are the Growth Opportunities for EADSY?
- Expansion in Emerging Markets: Airbus can capitalize on the growing demand for air travel in emerging markets, such as Asia and Latin America. These regions are experiencing rapid economic growth and increasing urbanization, leading to higher demand for commercial aircraft. Airbus can increase its market share by offering fuel-efficient aircraft and tailored solutions for these markets. This represents a multi-billion dollar opportunity over the next decade.
- Increased Defense Spending: Geopolitical tensions and rising defense budgets in various countries present growth opportunities for Airbus Defence and Space. The company can secure contracts for military aircraft, space systems, and related services. The global defense market is expected to grow in the coming years, driven by the need for advanced defense technologies and increased security concerns. This could translate to billions in new revenue streams.
- Technological Innovation: Investing in research and development to develop more fuel-efficient aircraft, advanced defense systems, and innovative space technologies can drive growth. Airbus can gain a competitive advantage by offering cutting-edge solutions that meet the evolving needs of its customers. This includes exploring sustainable aviation fuels and electric propulsion systems, aligning with the industry's focus on environmental sustainability. The timeline for realizing these innovations is ongoing, with continuous advancements expected over the next decade.
- Aftermarket Services: Expanding its aftermarket services business, including maintenance, repair, and overhaul (MRO) services, can generate recurring revenue streams. Airbus can leverage its expertise and global network to provide comprehensive support to its customers throughout the lifecycle of its products. The aftermarket services market is a significant source of revenue for aerospace companies, offering stable and predictable cash flows. This is an ongoing opportunity with continuous service contracts.
- Strategic Partnerships and Acquisitions: Forming strategic partnerships and acquiring complementary businesses can enhance Airbus's capabilities and expand its market reach. The company can collaborate with other aerospace and defense companies to develop new technologies and enter new markets. Acquisitions can provide access to new products, services, and customer relationships. This is an ongoing strategy that Airbus can use to strengthen its competitive position and drive long-term growth.
What Opportunities Does EADSY Have?
- Expansion in emerging markets.
- Increased defense spending.
- Technological innovation and development of sustainable solutions.
- Growth in aftermarket services.
- Strategic partnerships and acquisitions.
What Threats Does EADSY Face?
- Intense competition from Boeing and other players.
- Economic downturns and reduced air travel demand.
- Regulatory changes and environmental concerns.
- Geopolitical instability and security threats.
What Are EADSY's Competitive Advantages?
- High barriers to entry in the aerospace and defense industry.
- Strong brand reputation and established customer relationships.
- Extensive global network of manufacturing facilities and service centers.
- Significant investment in research and development.
- Government contracts and long-term agreements.
What Does EADSY Do?
Airbus SE, headquartered in Leiden, Netherlands, is a global leader in the aerospace and defense industry. Founded in 1998, the company has evolved from a European consortium to a fully integrated global enterprise. Airbus designs, manufactures, and delivers commercial aircraft, helicopters, defense and space equipment, and related services. The company operates through three primary segments: Airbus, focusing on commercial aircraft; Airbus Helicopters, specializing in civil and military helicopters; and Airbus Defence and Space, providing military aircraft, space systems, and related services. Airbus's commercial aircraft division offers a wide range of aircraft, from approximately 100-seat airliners to larger models, competing directly with Boeing in the global market. Airbus Helicopters serves both civil and military customers, providing solutions for transportation, emergency medical services, and military operations. Airbus Defence and Space develops and supports military aircraft, space systems for telecommunications and earth observation, missile systems, and space launcher systems. The company's global reach extends to numerous countries, with manufacturing facilities and service centers located worldwide.
What Products and Services Does EADSY Offer?
- Designs, manufactures, and sells commercial jet aircraft.
- Develops and produces civil and military helicopters.
- Offers military aircraft, including combat, mission, transport, and tanker aircraft.
- Provides civil and defense space systems for telecommunications and earth observation.
- Develops and manufactures missile systems.
- Offers space launcher systems.
- Provides services around data processing from platforms, secure communication, and cyber security.
How Does EADSY Make Money?
- Sells commercial aircraft to airlines and leasing companies.
- Sells helicopters to civil and military customers.
- Secures government contracts for defense and space systems.
- Provides aftermarket services, including maintenance, repair, and overhaul (MRO).
- Generates revenue from data processing and cyber security services.
What Industry Does EADSY Operate In?
Airbus operates in the aerospace and defense industry, which is characterized by high barriers to entry, long product development cycles, and significant capital investment. The commercial aviation sector is driven by increasing global air travel demand, while the defense sector is influenced by geopolitical factors and government spending. Airbus competes with Boeing in the commercial aircraft market and faces competition from other players in the helicopter and defense sectors. The industry is subject to regulatory oversight and technological advancements, such as the development of more fuel-efficient aircraft and advanced defense systems.
Who Are EADSY's Key Customers?
- Airlines operating commercial jet aircraft.
- Government agencies and military organizations.
- Helicopter operators in civil and military sectors.
- Telecommunications companies using space systems.
- Organizations requiring data processing and cyber security services.
EADSY Valuation & Market Position
With a $188.43B market cap, Airbus SE sits in the large-cap segment of the market. Relative to its peer group, EADSY's quantitative score of 44/100 is roughly in line with the peer average of 47/100.
FY2026 estForward Outlook
Wall Street analysts project Airbus SE revenue of about $81.59B for fiscal 2026, with EPS near $1.83. The estimate reflects 12 contributing analysts.
F-Score 6/9Financial Health
Airbus SE's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.82 places it in the grey zone, a middle ground that warrants monitoring.
ROE 20%Key Financial Metrics
Return on equity for Airbus SE stands at 19.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 3.6%, showing how much profit it generates from its asset base. EADSY trades at a trailing price-to-earnings ratio of 26.75, roughly in line with the Industrials sector average of ~30x. Its free cash flow yield is 1.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.13 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.3%, the inverse of the P/E and a quick read on earnings relative to price.
EADSY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Leading market position in commercial aircraft.
- Diversified product portfolio across commercial, defense, and space sectors.
- Strong backlog of orders providing revenue visibility.
- Global presence and established customer relationships.
Bear Case
- Dependence on the commercial aviation market.
- Exposure to supply chain disruptions.
- High capital expenditure requirements.
- Vulnerability to geopolitical risks.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
EADSY Latest News
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Elon Musk Says Starlink Is Coming To American Airlines 'Next Year' In Major Push To Upgrade In-Flight Internet
benzinga · Jun 24, 2026
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Airbus Wants To Build More Jets — But RTX Holds The Keys
benzinga · Jun 15, 2026
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A $100 Billion Fuel-Price Shock Is Pushing Airlines Back Into Crisis Mode
benzinga · Jun 8, 2026
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Honeywell Stock Is Likely to Reward Shareholders Following Quantinuum IPO, Split
Barchart · Jun 4, 2026
EADSY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for EADSY.
Price Targets
Wall Street price target analysis for EADSY.
EADSY MoonshotScore
What does this score mean?
The MoonshotScore rates EADSY's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Elon Musk Says Starlink Is Coming To American Airlines 'Next Year' In Major Push To Upgrade In-Flight Internet
Airbus Wants To Build More Jets — But RTX Holds The Keys
A $100 Billion Fuel-Price Shock Is Pushing Airlines Back Into Crisis Mode
Honeywell Stock Is Likely to Reward Shareholders Following Quantinuum IPO, Split
Latest Airbus SE Analysis
Leadership: Guillaume Faury
Chief Executive Officer
Guillaume Faury has served as the CEO of Airbus since April 2019. Prior to this role, he was the President of Airbus Commercial Aircraft. He has extensive experience in the aerospace industry, having held various leadership positions at Airbus and Eurocopter (now Airbus Helicopters). Faury is an experienced pilot and holds an engineering degree from École Polytechnique and École Nationale Supérieure de l'Aéronautique.
Track Record: Under Guillaume Faury's leadership, Airbus has focused on increasing aircraft production rates, navigating supply chain challenges, and investing in sustainable aviation technologies. He has overseen the launch of new aircraft programs and the expansion of Airbus's presence in emerging markets. His tenure has been marked by a commitment to innovation and operational efficiency.
Airbus SE ADR Information Unsponsored
An American Depositary Receipt (ADR) like EADSY represents shares of a non-U.S. company (Airbus SE) held by a U.S. depositary bank. EADSY allows U.S. investors to trade Airbus shares on the OTC market in U.S. dollars, simplifying the investment process compared to directly purchasing shares on the home market exchange.
- Home Market Ticker: EADS on the Euronext Paris exchange, France.
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: EADS
EADSY OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Airbus SE (EADSY) has limited regulatory oversight and reporting requirements compared to companies listed on major exchanges like the NYSE or NASDAQ. Companies in this tier may not be required to meet minimum financial standards or reporting requirements, leading to increased risk for investors due to potential lack of transparency and information.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited regulatory oversight and reporting requirements.
- Potential lack of transparency and information.
- Lower trading volume and liquidity.
- Wider bid-ask spreads and price volatility.
- Increased risk of fraud or manipulation.
- Verify the company's registration and legal status.
- Obtain and review available financial reports and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team and their track record.
- Understand the risks associated with investing in OTC stocks.
- Consult with a financial advisor.
- Check for any regulatory actions or legal proceedings against the company.
- Established presence in the aerospace and defense industry.
- Global customer base and long-term contracts.
- Strong brand reputation and technological expertise.
- Compliance with international regulations and standards.
- Audited financial statements (if available).
EADSY Industrials Stock FAQ
What does Airbus SE do?
Airbus SE is a global leader in the aerospace and defense industry, designing, manufacturing, and delivering commercial aircraft, helicopters, defense and space equipment, and related services. The company operates through three segments: Airbus, Airbus Helicopters, and Airbus Defence and Space. Airbus's commercial aircraft division competes directly with Boeing, while its helicopter and defense divisions serve both civil and military customers worldwide.
What do analysts say about EADSY stock?
Analysts generally view Airbus SE (EADSY) positively, citing its strong market position, backlog of orders, and growth potential in the aerospace and defense industry. Key valuation metrics include the P/E ratio and dividend yield, which are compared to industry averages. Growth considerations include increased aircraft deliveries, expansion in emerging markets, and technological innovation. However, analysts also caution about potential risks such as supply chain disruptions and economic downturns. This is a neutral summary of analyst consensus, not a recommendation to buy or sell.
What are the main risks for EADSY?
The main risks for Airbus SE (EADSY) include supply chain disruptions, which can impact aircraft production and delivery schedules. Economic downturns can lead to reduced air travel demand, affecting commercial aircraft sales. Intense competition from Boeing and other players can put pressure on pricing and market share. Regulatory changes and environmental concerns can increase costs and impact operations. Geopolitical instability and security threats can affect defense spending and international relations.
What are the key factors to evaluate for EADSY?
Airbus SE (EADSY) holds an AI score of 44/100 (low). P/E: 26.8x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does EADSY data refresh on this page?
EADSY prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven EADSY's recent stock price performance?
Airbus SE (EADSY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Leading market position in commercial aircraft. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider EADSY overvalued or undervalued right now?
Airbus SE (EADSY) trades at 26.8x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying EADSY?
Before investing in Airbus SE (EADSY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data and market information are based on available sources and may be subject to change.
- This analysis is for informational purposes only and does not constitute investment advice.