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Airbus (ENXTPA:AIR) Valuation Check After Beating 2025 Delivery Target Despite Production Setbacks

Simply Wall St · 5d ago

Airbus (ENXTPA:AIR) has caught investor attention after delivering 793 commercial aircraft in 2025, slightly above its revised target, despite earlier production issues with fuselage panels and its A320 model.

See our latest analysis for Airbus.

The solid delivery figures sit alongside a 7 day share price return of 6.12% and a 1 month share price return of 5.74%. The 1 year total shareholder return of 33.22% and 5 year total shareholder return of 147.95% point to momentum that has been building over time.

If Airbus’s recent delivery beat has you watching the sector more closely, this could be a useful moment to scan other aerospace and defense stocks that might fit your watchlist.

With Airbus trading at €208 and an intrinsic value estimate that sits lower, plus a modest 7.9% gap to analyst targets, the key question is whether there is meaningful upside left or if the market is already pricing in future growth.

Most Popular Narrative Narrative: 7.5% Undervalued

With Airbus last closing at €208 and the most followed narrative pointing to a fair value of €224.75, the story centers on cash generation and output ramp up.

• In order for the above numbers to justify the analysts price target, the company would need to trade at a PE ratio of 23.8x on those 2028 earnings, down from 29.6x today. This future PE is lower than the current PE for the GB Aerospace & Defense industry at 32.9x.

Read the complete narrative.

Curious how higher earnings, wider margins and a lower future P/E all fit together here, and still support that fair value? The full narrative joins the dots.

Result: Fair Value of $224.75 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this upbeat story could be disrupted if ongoing supply chain issues with engines or components persist, or if elevated inventories continue to tie up cash and pressure margins.

Find out about the key risks to this Airbus narrative.

Build Your Own Airbus Narrative

If you are not fully on board with this view or would rather test the assumptions yourself, you can build a fresh story around the numbers in just a few minutes, Do it your way.

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Airbus.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.