Airbus SE
EADSF
Market Cap$140.3B
Close$
Earnings Call Q4 2024
February 20, 2025 - AI Summary
Strong Order Intake and Aircraft Deliveries: Airbus reported a robust order intake of 878 gross orders for commercial aircraft in 2024, which includes 766 aircraft delivered (a 4% year-on-year increase). The backlog stood at 8,658 aircraft, indicating strong demand and a book-to-bill ratio above 1, suggesting a healthy future order flow.
Financial Performance and EBIT Adjustments: Adjusted EBIT for 2024 was €5.4 billion, down from €5.8 billion in 2023 due to €1.3 billion in charges linked to space programs. This decrease reflects investments in preparation for future growth and increased operational costs. While free cash flow before customer financing was a solid €4.5 billion, financial performance was negatively impacted by deficiencies in the space division.
Challenges in Supply Chain: The company faces ongoing supply chain challenges, particularly with Spirit AeroSystems affecting the ramp-up for the A350 and A220 programs. Specifically, engine supply issues from Pratt & Whitney and CFM International have constrained delivery capabilities, resulting in anticipated lower deliveries in early 2025.
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$32.47
81.9% downside
Current Fair Value
81.9% downsideOvervalued by 81.9% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $140.30 Billion |
|---|---|
| Enterprise Value | $139.79 Billion |
| Dividend Yield | $3.40884 (1.26230749810654%) |
| Earnings per Share | $5.35 |
| Beta | 1.22 |
| Outstanding Shares | 787,433,498 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 28.16 |
|---|---|
| PEG | 128.24 |
| Price to Sales | 2.11 |
| Price to Book Ratio | 6.41 |
| Enterprise Value to Revenue | 2.07 |
| Enterprise Value to EBIT | 28.17 |
| Enterprise Value to Net Income | 42 |
| Total Debt to Enterprise | 0.09 |
| Debt to Equity | 0.6 |
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 ...