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Airbus SE (1AIR) Fair Value & Analysis

Industrials · IT · Market cap €162B

AS Airbus SE 1AIR · MI
Price€206.30
Fair Value€92.85
Upside-55.0%
Quality57/100
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Evidence: High Range €67.93 – €116.06

Fair value as of: Jul 3, 2026

From 26 valuation models · updated today

Share price +21.5% over the past month.

Price vs Fair Value (12 months)

€216.17 €155.89 Fair Value €92.85 Jul 2025 Jul 2026

12‑month range €155.89 – €216.17 · fair‑value band €67.93 – €116.06 · the €206.30 price screens above the €92.85 fair value. As of Jul 3, 2026.

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Analysis

Airbus SE (1AIR) currently trades at €206.30, while our model-based Fair Value estimate is €92.85 — implying the stock looks roughly 55.0% overvalued today. We read business quality at 57/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Airbus SE generated revenue of €72.5B at a net margin of 6.9%. Revenue declined 6.6% year over year. It earns a return on equity of 19.8%. The stock trades on a trailing P/E of 32.5. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) €72.5B
Revenue growth (YoY) -6.6%
Net margin 6.9%
Return on equity 19.8%
Free cash flow €4.0B FY2025
P/E ratio 32.5
More key figures
Operating margin 1.5%
EPS (TTM) €6.32
Dividend yield 1.6%
EPS growth (YoY) -26.5%

Figures from reported company fundamentals (EODHD) · as of Jul 3, 2026. TTM = trailing twelve months.

About the company

Airbus SE, together with its subsidiaries, engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide. It operates through three segments: Airbus, Airbus Helicopters, and Airbus Defence and Space. The Airbus segment develops, manufactures, markets, and sells commercial jet passenger aircraft, freighter aircraft, regional turboprop aircraft, and aircraft components, as well as provides aircraft conversion and related services. The Airbus Helicopters segment develops, manufactures, markets, and sells civil and military helicopters; and provides uncrewed aerial systems and their related services. The Airbus Defence and Space segment designs, develops, delivers, and supports crewed and uncrewed military air systems and related services. This segment also offers civil and defence space systems for telecommunications, earth observations, navigation, and science and orbital systems; and services around data processing from …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Airbus SE reported revenue of €73.4B in FY2025 versus €52.1B in FY2021, a compound +8.9%/yr. Reported net income was €5.2B in FY2025, compounding +5.5%/yr from FY2021.

Revenue +8.9%/yr
FY21 €52.1B
FY22 €58.8B
FY23 €65.4B
FY24 €69.2B
FY25 €73.4B
Net income +5.5%/yr
FY21 €4.2B
FY22 €4.2B
FY23 €3.8B
FY24 €4.2B
FY25 €5.2B

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Recent news

External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.

Similar stocks

6 more Aerospace & Defense stocks, each showing price versus our Fair Value estimate (as of Jul 3, 2026).

Stock Price Fair Value vs Fair Value
General Electric Company GE C$46.59 C$22.78 -51%
RTX Corporation RYTT34 R$156.64 R$17.06 -89%
The Boeing Company BCO €193.64 €48.20 -75%
Safran SA SAFRY $94.54 $57.23 -39%
Rolls-Royce Holdings RYCEY $18.79 $9.46 -50%
Lockheed Martin Corporation LOM €456.40 €340.34 -25%

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Frequently asked questions

Is Airbus SE (1AIR) undervalued?
As of Jul 3, 2026, our model estimates a fair value of €92.85 versus a price of €206.30 — about −55% (overvalued). Model-based estimate, not financial advice.
What is the fair value of 1AIR?
Our model-based fair value for Airbus SE is €92.85 (as of Jul 3, 2026), built from audited fundamentals. The current price is €206.30.
What is the quality score of 1AIR?
Airbus SE has a Quality Score of 57/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Airbus SE (1AIR)?
Airbus SE reported trailing-twelve-month revenue of about €72.5B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of 1AIR?
The net profit margin of Airbus SE is about 6.9%, meaning it keeps roughly 6.9% of revenue as net income. Based on the latest reported figures.
Does Airbus SE pay a dividend?
Airbus SE currently shows a dividend yield of about 1.57% relative to its recent price (as of Jul 3, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.