Airbus SE - ADR - Level I
EADSY - Insider Information
Get informed when a big investor buys or sells
+ FollowMarket Cap$168.78B
Close$
Earnings Call Q4 2025
February 19, 2026 - AI Summary
Robust Financial Performance: Airbus reported a record net income of EUR 5.2 billion for 2025, driven by strong demand, 793 commercial aircraft deliveries, and successful performances in its Helicopter and Defense & Space divisions. Adjusted EBIT rose to EUR 7.1 billion, marking a significant increase from EUR 5.4 billion in 2024, showcasing the company's resilience amidst supply chain challenges.
Demand and Backlog Growth: The company experienced high demand, booking 1,000 gross orders, with a year-end backlog reaching 8,754 aircraft worth EUR 619 billion. This growth comes despite geopolitical uncertainties and supply chain pressures, indicating solid long-term prospects, particularly in the commercial aircraft segment.
Supply Chain Challenges with Pratt & Whitney: Airbus is facing engine supply constraints from Pratt & Whitney, which significantly impacts production rates and delivery targets for 2026. The expected delivery rate for A320 aircraft has been revised down to a range of 70-75 per month by the end of 2027, mainly due to engine shortages, leading to potential profit margin pressures.
Exclusive for Stockcircle Pro members
Sign up
$32.56
40.2% downside
Current Fair Value
40.2% downsideOvervalued by 40.2% based on the discounted cash flow analysis.
Insider Trades
Loading insider trades…
Congress Trades
Loading congress trades…
Share Statistics
| Market cap | $168.78 Billion |
|---|---|
| Enterprise Value | $206.97 Billion |
| Annual dividend | $0.93 |
| Dividend yield | 1.66% |
| Earnings per Share | $1.59 |
| Beta | 0.88 |
| Outstanding Shares | 3,162,352,940 |
Return
| Return on Equity | 23.86% |
|---|---|
| Return on Assets | 4.44% |
| Return on Invested Capital | 8.54% |
Valuation & Multiples
| P/E Ratio | 24.64 |
|---|---|
| PEG | 124.96 |
| Price to Sales | 2.27 |
| Price to Book Ratio | 6.05 |
| Enterprise Value to Revenue | 2.69 |
| Enterprise Value to EBIT | 33.22 |
| Enterprise Value to Net Income | 33 |
| Total Debt to Enterprise | 0.23 |
| Debt to Equity | 1.84 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$0.53
Consensus analyst estimateRevenue Estimate
$22.48 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 18, 2027
EPS Estimate
$0.83
Consensus analyst estimateRevenue Estimate
$33.56 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | - |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.01%▼ 0.02% |
|---|---|
| Total Invested | $14.66M▼ 67.41% |
| Investors Holding | 7▼ 21.00% |
About Airbus SE
165,294 employees
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 ...