International Consolidated Airlines Group S.A. (BABWF)
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.
International Consolidated Airlines Group S.A. (BABWF) trades at $6.17 with AI Score 48/100 (Grade C). International Consolidated Airlines Group (IAG) is a leading global airline group, operating through its subsidiaries including British Airways, Iberia, Vueling, Aer Lingus, and LEVEL. Market cap: $27.34B, Sector: Industrials.
Price live · AI analysis from Mar 18, 2026Analyst Coverage for BABWF: BABWF 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 BABWF against Industrials peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
BABWF: the 1 perspectives are evenly split.
How is this calculated? →International Consolidated Airlines Group S.A. (BABWF) Industrial Operations Profile
International Consolidated Airlines Group (BABWF) is a multinational airline group operating a diverse portfolio of airline brands, including British Airways and Iberia. With a fleet of 531 aircraft, IAG focuses on passenger and cargo transportation across key global markets, leveraging its established brands and strategic hubs.
What Is the Investment Thesis for BABWF?
International Consolidated Airlines Group (BABWF) presents a compelling investment case based on its diverse brand portfolio, strategic geographic presence, and potential for operational efficiencies. With a P/E ratio of 4.26 and a dividend yield of 2.40%, the company offers value to investors. Key value drivers include the continued recovery of air travel demand, particularly in the long-haul segment, and the realization of synergies from its multi-brand strategy. Upcoming catalysts include the potential for increased profitability through cost optimization and the expansion of its route network. However, investors should be aware of potential risks, including fluctuations in fuel prices and economic downturns that could impact travel demand. The company's beta of 1.30 indicates higher volatility compared to the market.
Based on FMP financials and quantitative analysis
BABWF Key Highlights
- Market capitalization of $27.34B, reflecting substantial investor interest in the airline group.
- P/E ratio of 4.26, suggesting the company may be undervalued compared to its earnings.
- Profit margin of 11.2%, indicating efficient operations and profitability in the competitive airline industry.
- Gross margin of 22.8%, demonstrating the company's ability to manage costs effectively.
- Dividend yield of 2.40%, offering investors a steady income stream.
Who Are BABWF's Competitors?
BABWF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AIPUY Airports of Thailand Public Company Limited | $18.90 | +3.99% | $27.00B | 48 |
| CJPRY Central Japan Railway Company | $10.97 | +2.43% | $20.96B | 48 |
| CKHUY CK Hutchison Holdings Limited | $8.22 | -0.58% | $31.47B | 45 |
| DUAVF Dassault Aviation S.A. | $350.50 | -1.60% | $27.19B | 47 |
| HLAGF Hapag-Lloyd AG | $129.60 | +0.00% | $22.78B | 49 |
| JOBY Joby Aviation, Inc. | $9.07 | +6.89% | $8.93B | 65 |
| GOL Gol Linhas Aéreas Inteligentes S.A. | $2.71 | +3.23% | $4.35B | 62 |
| JTTRY Japan Airport Terminal Co., Ltd. | $15.20 | +8.88% | $2.82B | 62 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BABWF's Key Strengths?
- Strong brand portfolio with well-known airlines.
- Extensive route network covering key global markets.
- Multi-brand strategy catering to different customer segments.
- Operational synergies and cost efficiencies.
What Are BABWF's Weaknesses?
- Exposure to fluctuating fuel prices.
- Sensitivity to economic cycles and travel demand.
- Intense competition in the airline industry.
- Labor relations and potential for strikes.
What Could Drive BABWF Stock Higher?
- Recovery in global air travel demand as COVID-19 restrictions ease.
- Cost optimization initiatives to improve profitability.
- Expansion of route network to new and underserved markets.
- Strategic partnerships and alliances to expand global reach.
- Digital transformation initiatives to enhance customer experience and operational efficiency.
What Are the Key Risks for BABWF?
- Financial-distress signal — its Altman Z-Score of 1.81 sits in the distress zone (elevated bankruptcy risk).
- Fluctuations in fuel prices impacting profitability.
- Economic downturns reducing travel demand.
- Intense competition in the airline industry.
- Geopolitical instability and terrorism affecting travel patterns.
- Regulatory changes and environmental concerns increasing operating costs.
What Are the Growth Opportunities for BABWF?
- Expansion in Emerging Markets: IAG has the opportunity to expand its presence in high-growth emerging markets, particularly in Asia and Latin America. These markets are experiencing rapid economic growth and increasing demand for air travel. By establishing new routes and partnerships, IAG can tap into these markets and drive revenue growth. This expansion could increase passenger volume by 10-15% over the next 3-5 years, contributing significantly to overall revenue.
- Enhanced Customer Experience: Investing in enhanced customer experience, including improved in-flight entertainment, more comfortable seating, and personalized services, can attract and retain high-value customers. By differentiating itself through superior service, IAG can command premium pricing and increase customer loyalty. A 5% improvement in customer satisfaction scores could translate to a 2-3% increase in revenue per passenger over the next 2 years.
- Digital Transformation: Embracing digital technologies, such as artificial intelligence and machine learning, can optimize operations, improve efficiency, and enhance the customer experience. By implementing AI-powered solutions for route planning, pricing, and customer service, IAG can reduce costs and increase revenue. Digital transformation initiatives could lead to a 5-7% reduction in operating costs over the next 3 years.
- Strategic Partnerships and Alliances: Forming strategic partnerships and alliances with other airlines can expand IAG's network and provide access to new markets. By collaborating with airlines in different regions, IAG can offer seamless travel experiences to its customers and increase its global reach. Strategic alliances could increase passenger traffic by 8-12% over the next 4 years, boosting revenue and profitability.
- Cargo Business Expansion: Expanding its cargo business can provide a stable source of revenue and diversify IAG's income streams. The global air cargo market is expected to grow significantly in the coming years, driven by e-commerce and increasing international trade. By investing in cargo infrastructure and expanding its cargo fleet, IAG can capitalize on this growth opportunity. A 10-15% increase in cargo revenue over the next 3 years could significantly contribute to overall profitability.
What Opportunities Does BABWF Have?
- Expansion in emerging markets.
- Enhanced customer experience and loyalty programs.
- Digital transformation and operational optimization.
- Strategic partnerships and alliances.
What Threats Does BABWF Face?
- Geopolitical instability and terrorism.
- Regulatory changes and environmental concerns.
- Economic downturns and reduced travel demand.
- Increased competition from low-cost carriers.
What Are BABWF's Competitive Advantages?
- Strong brand recognition and reputation for British Airways and Iberia.
- Extensive route network providing access to key global markets.
- Multi-brand strategy allowing for diversification and targeting of different customer segments.
- Operational synergies and cost efficiencies achieved through the integration of multiple airlines.
What Does BABWF Do?
International Consolidated Airlines Group, S.A. (IAG) was formed in January 2011 through the merger of British Airways and Iberia, two of Europe's leading airlines. The merger aimed to create a stronger, more competitive airline group capable of navigating the challenges of the global aviation industry. Since its inception, IAG has expanded its portfolio through the acquisition of other airlines, including Vueling in 2013 and Aer Lingus in 2015, further solidifying its position in the European market. IAG operates a multi-brand strategy, allowing each airline to maintain its unique identity and target specific customer segments. British Airways focuses on premium long-haul travel, while Iberia serves the Spanish-speaking market and Latin America. Vueling is a low-cost carrier operating primarily in Europe, and Aer Lingus connects Ireland with North America and Europe. LEVEL is IAG's newest brand, offering long-haul, low-cost flights. As of 2026, IAG operates a fleet of 531 aircraft, serving destinations across the United Kingdom, Spain, Ireland, the United States, and the rest of the world, providing both passenger and cargo transportation services.
What Products and Services Does BABWF Offer?
- Provides passenger air transportation services globally.
- Offers cargo transportation services.
- Operates through a portfolio of airline brands including British Airways, Iberia, Vueling, Aer Lingus, and LEVEL.
- Manages a fleet of 531 aircraft.
- Connects major cities in the United Kingdom, Spain, Ireland, the United States, and other international destinations.
- Offers a range of travel classes and services to cater to different customer segments.
- Focuses on both premium and low-cost travel options.
How Does BABWF Make Money?
- Generates revenue from passenger ticket sales.
- Earns revenue from cargo transportation services.
- Utilizes a multi-brand strategy to target different customer segments and markets.
- Focuses on operational efficiency and cost management to maximize profitability.
What Industry Does BABWF Operate In?
International Consolidated Airlines Group operates in the highly competitive global airline industry. The industry is characterized by fluctuating fuel prices, intense competition, and sensitivity to economic cycles. Market trends include the increasing demand for air travel, particularly in emerging markets, and the growing popularity of low-cost carriers. IAG competes with other major airline groups such as AIPUY (Air France-KLM), CJPRY (China Southern Airlines), CKHUY (Cathay Pacific Airways), DUAVF (Deutsche Lufthansa AG), and HLAGF (Hapag-Lloyd AG). IAG's multi-brand strategy and focus on both premium and low-cost segments position it to capture a significant share of the market.
Who Are BABWF's Key Customers?
- Leisure travelers seeking vacation and recreational trips.
- Business travelers requiring transportation for work-related purposes.
- Cargo shippers needing to transport goods internationally.
- Individuals and families visiting friends and relatives in different countries.
Company Profile
International Consolidated Airlines Group S.A. operates in the Airlines, Airports & Air Services industry within the Industrials sector. It is headquartered in Madrid, ES. The company is led by CEO Luis Gallego Martin. BABWF has traded publicly since 2007.
International Consolidated Airlines Group S.A. Financial Trajectory
International Consolidated Airlines Group S.A. (BABWF) reported $7.18B in revenue for Q1 2026, a decline of 58.4% compared to the prior quarter. The company recorded net income of $301.0M, with diluted EPS of $0.06. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Industrials. Across the four most recent quarters, BABWF averaged $0.26 in diluted EPS.
How International Consolidated Airlines Group S.A. Is Valued
International Consolidated Airlines Group S.A. carries a market capitalization of $27.34B, placing it in the large-cap category. Relative to its peer group, BABWF's quantitative score of 48/100 is roughly in line with the peer average of 47/100.
ROE 75%Key Financial Metrics
Return on equity for International Consolidated Airlines Group S.A. stands at 75.2%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 11.3%, showing how much profit it generates from its asset base. BABWF trades at a trailing price-to-earnings ratio of 4.47, below the Industrials sector average of ~30x. Its free cash flow yield is 16.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.70 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 22.4%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 6/9Financial Health
International Consolidated Airlines Group S.A.'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 1.81 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project International Consolidated Airlines Group S.A. revenue of about $33.79B for fiscal 2026, with EPS near $0.63. The estimate reflects 23 contributing analysts.
BABWF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's recovery and long-term growth potential.
- Community sentiment has shifted positively as travel demand continues to rebound post-pandemic, leading to increased bookings.
- Analysts highlight the company's strategic partnerships that enhance operational efficiencies and market reach.
- The airline industry is experiencing a resurgence, with IAG positioned well to capitalize on increased international travel.
Bear Case
- Concerns over rising fuel costs could impact profit margins and operational sustainability in the near term.
- Community discussions reflect worries about potential economic downturns affecting discretionary travel spending.
- Regulatory challenges and environmental concerns may pose risks to the company's long-term growth strategy.
- Recent market volatility has led to increased caution among investors, impacting sentiment towards airline stocks.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $7.18B | $301M | $0.06 |
| Q4 2025 | $17.28B | $2.04B | $0.44 |
| Q3 2025 | $9.33B | $1.40B | $0.30 |
| Q2 2025 | $8.86B | $1.13B | $0.24 |
Based on FMP financials and quantitative analysis
BABWF Latest News
No recent news available for BABWF.
BABWF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BABWF.
Price Targets
Wall Street price target analysis for BABWF.
BABWF MoonshotScore
What does this score mean?
The MoonshotScore rates BABWF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Luis Gallego Martin
Chief Executive Officer
Luis Gallego Martin has served as the Chief Executive Officer of International Consolidated Airlines Group (IAG) since September 2020. Prior to this role, he was the CEO of Iberia, IAG's Spanish airline, from 2014 to 2020. He has held various management positions within the aviation industry, including roles at Vueling and Clickair. Gallego has extensive experience in airline operations, strategy, and management. His leadership has been focused on driving efficiency, improving customer experience, and navigating the challenges of the global aviation market.
Track Record: During his tenure as CEO of Iberia, Luis Gallego Martin oversaw a significant turnaround of the airline, improving its profitability and competitiveness. Since becoming CEO of IAG, he has focused on navigating the COVID-19 pandemic and positioning the group for recovery. Key initiatives include cost reduction measures, fleet optimization, and the development of new routes and services. He is also focused on sustainability initiatives to reduce IAG's environmental impact.
BABWF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that International Consolidated Airlines Group S.A. (BABWF) may have limited regulatory oversight and reporting requirements compared to companies listed on major exchanges like the NYSE or NASDAQ. Companies on this tier may not meet the minimum financial standards or disclosure requirements necessary for listing on a national exchange. This tier is often associated with higher risk due to the potential for less transparency and greater price volatility. Investors should exercise caution and conduct thorough due diligence before investing in OTC Other securities.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited regulatory oversight and reporting requirements.
- Potential for lower liquidity and wider bid-ask spreads.
- Greater price volatility compared to stocks listed on major exchanges.
- Risk of incomplete or unreliable information due to limited disclosure.
- Potential for fraud or manipulation due to less stringent listing standards.
- Verify the company's registration and legal status.
- Review available financial statements and disclosures.
- Assess the company's management team and track record.
- Research the company's industry and competitive landscape.
- Evaluate the company's business model and revenue streams.
- Check for any legal or regulatory issues.
- Consult with a financial advisor before investing.
- Established operating history as International Consolidated Airlines Group S.A.
- Operation of well-known airline brands such as British Airways and Iberia.
- Presence in the global airline industry.
- Market capitalization of $27.34B.
BABWF Industrials Stock FAQ
What does International Consolidated Airlines Group S.A. do?
International Consolidated Airlines Group (IAG) is a multinational airline group that operates passenger and cargo transportation services through its subsidiaries, including British Airways, Iberia, Vueling, Aer Lingus, and LEVEL. The company manages a fleet of 531 aircraft, connecting major cities in the United Kingdom, Spain, Ireland, the United States, and other international destinations. IAG's multi-brand strategy allows it to cater to different customer segments and markets, offering both premium and low-cost travel options.
What do analysts say about BABWF stock?
Analyst consensus on International Consolidated Airlines Group (BABWF) is cautiously optimistic, reflecting the potential for recovery in air travel demand and the company's strategic initiatives. Key valuation metrics, such as the P/E ratio of 4.26, suggest that the stock may be undervalued compared to its earnings. Growth considerations include the expansion of its route network, cost optimization efforts, and the realization of synergies from its multi-brand strategy. However, analysts also note potential risks, including fluctuations in fuel prices and economic downturns.
What are the main risks for BABWF?
The main risks for International Consolidated Airlines Group (BABWF) include fluctuations in fuel prices, which can significantly impact profitability. Economic downturns can reduce travel demand, affecting revenue and earnings. Intense competition in the airline industry puts pressure on pricing and market share. Geopolitical instability and terrorism can disrupt travel patterns and increase security costs. Regulatory changes and environmental concerns, such as carbon emissions taxes, can increase operating costs and impact competitiveness.
What are the key factors to evaluate for BABWF?
International Consolidated Airlines Group S.A. (BABWF) holds an AI score of 48/100 (low). Not financial advice.
How frequently does BABWF data refresh on this page?
BABWF 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 BABWF's recent stock price performance?
International Consolidated Airlines Group S.A. (BABWF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand portfolio with well-known airlines. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider BABWF overvalued or undervalued right now?
Valuing International Consolidated Airlines Group S.A. (BABWF) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying BABWF?
Before investing in International Consolidated Airlines Group S.A. (BABWF), 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 as of 2026-03-18.
- OTC market data may have limited availability and reliability.