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EAEADSY

Airbus SE

$EADSY·$184B·Aerospace & Defense·Industrials
$60.53+1.7%YTD+0.1%1Y+15.9%
Mentions · last 7 days
2026-07-21: 5 posts2026-07-22: 4 posts2026-07-23: 0 posts2026-07-24: 0 posts2026-07-25: 0 posts2026-07-26: 0 posts2026-07-27: 0 posts110%
Price updated 11m ago·X counts updated 23h ago
EAEADSY
$EADSYAirbus SE
$60.53+1.66%11 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $EADSY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

European commercial aerospace duopoly leader with growing order book — Farnborough underwhelmed but Flynas and BermudAir wins continue the backlog build.

Airbus is the European half of the global commercial aerospace duopoly with three segments spanning commercial aircraft, helicopters, and defense-space — a business that has been steadily rebuilding production rates while Boeing struggles with quality and delivery issues, and the July order flow continues that pattern.

  • Q1 revenue down 5% year-on-year but the four prior quarters averaged a 30%+ EPS beat versus consensus — the operational trajectory is quietly ahead of the model.
  • Recent aircraft orders from Flynas for 25 additional units to bring firm commitments to 235, plus BermudAir ordering 10 A220s — the customer backlog continues to build even in a low-key Farnborough environment.
  • Trades at 32x trailing on a compressed EPS base — the 2027 consensus EPS of €2.16 implies a forward multiple around 27x, reasonable for a compounder with a book-to-bill above one.

July 29 earnings against a €0.57 EPS bar — a beat plus updated production-rate targets is what continues the setup, while any commentary on supplier constraint issues would be the first crack. Risk: commercial aerospace production is highly dependent on suppliers, and any Spirit AeroSystems or Rolls-Royce production issue immediately flows through Airbus's delivery cadence.

Differs from X sentimentNo X chatter in the bundle for EADSY to compare against the real-business-coiling read — flagging as no-crowd-read.

What to watch: The July 29 earnings versus the €0.57 EPS bar plus updated 2026 delivery-rate guidance and any commentary on defense-segment order intake.

Read the AI verdict + X sentiment for $EADSY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Airbus SE operates as a global aerospace company, specializing in the creation, production, and provision of a diverse array of aviation and space products, services, and solutions worldwide. Its operations are organized into three primary segments. The Airbus commercial aircraft division handles the design, manufacturing, marketing, and sale of jet aircraft, typically seating around 100 passengers, alongside regional turboprop planes and aircraft components. It also offers aircraft modification and associated support. The Airbus Helicopters division specializes in the development, production, promotion, and sale of both civil and military helicopters, complemented by a suite of related services. Meanwhile, the Airbus Defence and Space segment encompasses military aviation, including the design, development, delivery, and ongoing support for combat, mission, transport, and tanker aircraft, as well as unmanned aerial systems. This segment also provides civil and defense space systems for telecommunications, Earth observation, navigation, scientific applications, and orbital systems. Furthermore, it supplies missile systems and space launchers, along with offering services in data processing from various platforms, secure communication solutions, and cybersecurity. Incorporated in 1998 and headquartered in Leiden, the Netherlands, the company operated as Airbus Group SE before officially changing its name to Airbus SE in April 2017.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $EADSY.

Aerospace & Defense · Industrials

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+13.2%YTD
+23.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
32.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
14.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 28, 2026$0.22$0.13+71.2%
Q4 2025Feb 19, 2026$0.95$0.73+30.9%
Q3 2025Oct 29, 2025$0.41$0.36+13.9%
Q2 2025Jul 30, 2025$0.26$0.41-36.5%
Next earningsWed, Jul 29·consensus EPS $0.57

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$12.9B-5.0%12.3%1.5%$0.19$-2.5B
Q4 FY25$25.7B+4.1%14.6%7.9%$0.81$5.3B
Q3 FY25$17.8B+13.6%16.4%9.2%$0.35$707.0M
Q2 FY25$16.1B+0.5%14.8%6.2%$0.23$-1.8B

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$80.6B$79.6B – $82.5B$1.83$1.79 – $1.8612
FY27$89.7B$86.5B – $95.8B$2.16$2.02 – $2.4212
FY28$100.4B$97.1B – $106.2B$2.69$2.57 – $2.896
FY29$111.7B$108.0B – $118.1B$3.14$3.00 – $3.3711
FY30$119.3B$115.3B – $126.1B$3.53$3.38 – $3.796

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.75%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+11.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 584.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.885-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Top CAC 40 shares to watch: LVMH, Kering, Hermes, Airbus, Société Généraleinvezz.com·5d agoBoeing pips Airbus in low-key Farnborough jet order racereuters.com·5d agoFlynas adds 25 Airbus aircraft, taking firm commitments to 235reuters.com·6d agoBermudAir orders 10 Airbus A220 planes as part of expansion planreuters.com·7d agoAviation Stocks Lift Off: Flyte (VTAK) Teams Up with Blade Urban Air Mobilityfeeds.newsfilecorp.com·7d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space EconomyDefense & Drones

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Voices on X · top 1 · last 7 days

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