Airbus SE
EADSF
Market Cap$164.22B
Close$
Earnings Call Q2 2025
August 1, 2025 - AI Summary
Financial Performance: Airbus reported H1 2025 revenues of EUR 29.6 billion, up 3% year-on-year, with adjusted EBIT increasing to EUR 2.2 billion. This growth was supported by stronger service volumes but impacted by a decrease in commercial aircraft deliveries, reflecting challenges in supply chain and engine shortages.
Commercial Aircraft Outlook: The company aims for 820 commercial aircraft deliveries in 2025, maintaining a back-end loaded delivery profile. However, they noted 60 gliders (aircraft produced but lacking engines) at the end of H1, primarily due to delays from engine suppliers CFM and Pratt & Whitney, creating risks around achieving this target.
Defense and Space Division: The order intake increased to EUR 5.1 billion, signaling strong demand. However, it is crucial to monitor any upcoming challenges linked to the restructuring and ongoing discussions with partners, notably regarding the integration with Thales and Leonardo.
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$33.77
84.5% downside
Current Fair Value
84.5% downsideOvervalued by 84.5% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $164.22 Billion |
|---|---|
| Enterprise Value | $168.30 Billion |
| Dividend Yield | $3.45 (1.12%) |
| Earnings per Share | $5.35 |
| Beta | 1.25 |
| Outstanding Shares | 787,433,498 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 28.59 |
|---|---|
| PEG | 13.1 |
| Price to Sales | 2.47 |
| Price to Book Ratio | 7.49 |
| Enterprise Value to Revenue | 2.4 |
| Enterprise Value to EBIT | 23.91 |
| Enterprise Value to Net Income | 34 |
| Total Debt to Enterprise | 0.07 |
| Debt to Equity | 0.53 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Airbus SE
CEO: Guillaume Faury Airbus SE engages in the design, manufacture, delivery, and provision of aerospace products, space, and related services. It operates through the following segments: Airbus Commercial Aircraft; Airbus Helicopters; and Airbus Defence and ...