Business description: Airbus SE

Airbus SE is No. 1 in Europe and No. 2 worldwide in the aeronautics, aerospace, and defense industries. Net sales break down by family of products and services as follows:

- commercial aircraft (70.1%). The group is No. 1 worldwide for aircrafts with more than 100 seats;

- defense and aerospace systems (18.2%): military aircrafts (primarily transport aircrafts, marine surveillance aircrafts, anti-submarines fighter planes and flight refueling aircrafts), spatial equipment (orbital launchers, observation and communication satellite, turboprop aircraft, etc.), defense and security systems (missile systems, electronic and telecommunications systems, etc.). Airbus SE also provides training and aircrafts maintenance services;

- civil and military helicopters (11.7%).

Net sales are distributed geographically as follows: Europe (40.8%), Asia-Pacific (28.0%), North America (17.7%), Middle East (9.0%), Latin America (2.7%), and Other (1.8%).

Number of employees: 165,294

Sales by Activity: Airbus SE

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Airbus (Includes Holding Function and Bank Activities)

36.16B 41.43B 47.76B 50.65B 52.58B

Airbus Helicopters

6.51B 7.05B 7.34B 7.94B 8.97B

Airbus Defence and Space

10.19B 11.26B 11.5B 12.08B 13.4B

Eliminations

-710M -972M -1.15B -1.44B -1.53B

Geographical breakdown of sales: Airbus SE

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Europe

19.49B 24.26B 25.73B 27.8B 29.96B

Asia-pacific

15.97B 15.38B 18.73B 17.77B 20.53B

North America

10.55B 13.55B 13.78B 16.43B 12.96B

Middle East

2.26B 2.6B 3.93B 3.1B 6.64B

Latin America

980M 2.09B 1.74B 1.72B 2B

Other Countries

2.91B 889M 1.53B 2.4B 1.34B

Executive Committee: Airbus SE

Manager TitleAgeSince
Chief Executive Officer 58 09/04/2019
Director of Finance/CFO 54 31/08/2023
Chief Tech/Sci/R&D Officer 39 30/06/2025
Investor Relations Contact - -
Corporate Officer/Principal 51 31/12/2025

Composition of the Board of Directors: Airbus SE

Director TitleAgeSince
Director/Board Member 58 09/04/2019
Director/Board Member 62 26/05/2015
Director/Board Member 61 31/12/2015
Director/Board Member 66 10/04/2018
Chairman 63 15/04/2020
Director/Board Member 66 15/04/2020
Director/Board Member 62 15/04/2020
Director/Board Member 59 11/04/2022
Director/Board Member 60 13/12/2022
Director/Board Member 55 13/04/2026

Shareholders: Airbus SE

NameEquities%Valuation
Government of France
10.83 %
85,835,477 10.83 % 15 905 M €
Government of Germany
10.82 %
85,709,822 10.82 % 15 882 M €
TCI Fund Management Ltd.
4.806 %
38,075,984 4.806 % 7 055 M €
Government of Spain
4.081 %
32,330,381 4.081 % 5 991 M €
BlackRock Fund Advisors
2.065 %
16,364,578 2.065 % 3 032 M €
NameEquities%Valuation
Azimuth Capital Investment Management LLC
0.008499 %
269,338 0.008499 % 12 M €
Douglass Winthrop Advisors LLC
0.004573 %
144,938 0.004573 % 7 M €
Ramirez Asset Management, Inc.
0.00262 %
83,023 0.00262 % 4 M €
Madison Asset Management LLC
0.001829 %
57,958 0.001829 % 3 M €
L&S Advisors, Inc.
0.001796 %
56,911 0.001796 % 3 M €

Holdings: Airbus SE

NameEquities%Valuation
8,349,284 10.74% 3 071 M $
4,327,432 0.55% 802 M $
8,752,628 3.69% 17 M $

Company details: Airbus SE

Airbus SE

Mendelweg 30

2333 CS, Leiden

+

http://www.airbus.com
address Airbus SE(AIR)

Group companies: Airbus SE

NameCategory and Sector
Airbus Helicopters Mexico SA de CV
Aerospace & Defense
Aerospace & Defense
Telecommunications Equipment
Telecommunications Equipment

Commercial Aircraft Manufacturing

Change 5d. change 1-year change 3-years change Capi.($)
+4.48%+5.08%+27.74%+42.13% 159B
+2.06%+1.51%+42.76%+10.74% 172B
-2.52%-5.08%+24.13%+21.35% 140B
+0.12%-2.97%+6.25%+78.47% 29.78B
+1.48%+0.22%+40.98%+33.56% 15.72B
0.00%+11.35%+59.24%+133.42% 9.03B
+3.97%+9.53% - - 3.99B
-0.18%+1.85%-6.30%-19.54% 4.1B
-3.96%-1.59%+34.37% - 1.99B
+6.91%+10.53%-18.33%-59.45% 958M
Average +1.48%+2.01%+23.43%+30.09% 53.68B
Weighted average by Cap. +1.67%+0.44%+31.04%+29.16%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
23
Last Close Price
179.48EUR
Average target price
211.31EUR
Spread / Average Target
+17.73%

Quarterly revenue - Rate of surprise