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 (71.7%). The group is No. 1 worldwide for aircrafts with more than 100 seats;

- defense and aerospace systems (17.3%): 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%).

Net sales are distributed geographically as follows: Europe (40.2%), Asia/Pacific (25.6%), North America (23.7%), Middle East (4.5%), Latin America (2.5%) and other (3.5%).

Number of employees: 1,59,409

Sales by Activity: Airbus SE

Fiscal Period: December 2020 (EUR) 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR)

Airbus (Includes Holding Function and Bank Activities)

3.42TCr 3.62TCr 4.14TCr 4.78TCr 5.06TCr

Airbus Helicopters

625.1Cr 650.9Cr 704.8Cr 733.7Cr 794.1Cr

Airbus Defence and Space

1.04TCr 1.02TCr 1.13TCr 1.15TCr 1.21TCr

Eliminations

-103.5Cr -71Cr -97Cr -114.9Cr -143.9Cr

Geographical breakdown of sales: Airbus SE

Fiscal Period: December 2020 (EUR) 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR)

Europe

2.03TCr 1.95TCr 2.43TCr 2.57TCr 2.78TCr

Asia-pacific

1.31TCr 1.6TCr 1.54TCr 1.87TCr 1.78TCr

North America

868.8Cr 1.05TCr 1.35TCr 1.38TCr 1.64TCr

Middle East

312.3Cr 225.6Cr 259.8Cr 393.3Cr 310.1Cr

Other Countries

370.6Cr 290.7Cr 89Cr 152.6Cr 240.3Cr

Latin America

98Cr 98Cr 208.6Cr 173.7Cr 172.3Cr

Executive Committee: Airbus SE

Manager TitleAgeSince
Chief Executive Officer 58 10/04/2019
Director of Finance/CFO 54 01/09/2023
Chief Tech/Sci/R&D Officer 39 01/07/2025
Investor Relations Contact - -
Corporate Officer/Principal 51 01/01/2026

Composition of the Board of Directors: Airbus SE

Director TitleAgeSince
Director/Board Member 58 10/04/2019
Director/Board Member 62 27/05/2015
Director/Board Member 61 01/01/2016
Director/Board Member 68 11/04/2018
Director/Board Member 66 11/04/2018
Chairman 62 16/04/2020
Director/Board Member 66 16/04/2020
Director/Board Member 62 16/04/2020
Director/Board Member 59 12/04/2022
Director/Board Member 60 14/12/2022

Shareholders: Airbus SE

NameEquities%Valuation
Government of France
10.83 %
8,58,35,477 10.83 % 19 749 M €
Government of Germany
10.82 %
8,57,09,822 10.82 % 19 720 M €
Government of Spain
4.081 %
3,23,30,381 4.081 % 7 439 M €
TCI Fund Management Ltd.
3.013 %
2,38,71,875 3.013 % 5 492 M €
BlackRock Fund Advisors
1.988 %
1,57,51,509 1.988 % 3 624 M €
NameEquities%Valuation
Azimuth Capital Investment Management LLC
0.008499 %
2,69,338 0.008499 % 15 M €
Douglass Winthrop Advisors LLC
0.004573 %
1,44,938 0.004573 % 8 M €
Ramirez Asset Management, Inc.
0.00262 %
83,023 0.00262 % 5 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
82,78,726 10.56% 3 150 M $
43,27,432 0.55% 996 M $
87,52,628 3.69% 15 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

Commercial Aircraft Manufacturing

Change 5d. change 1-year change 3-years change Capi.($)
-0.12%+2.86%+15.60%+56.85% 18TCr
+1.51%-0.72%+31.74%+14.49% 19TCr
+2.38%+2.24%+54.20%+38.48% 15TCr
-1.05%+4.23%+45.84%+107.20% 3.18TCr
-0.67%+2.74%+35.71%+31.58% 1.71TCr
-0.60%-1.24%+53.84%+471.67% 1.27TCr
+0.20%-7.39%+26.44%+121.97% 960.23Cr
+1.04%+2.35%-0.29%-15.26% 450.66Cr
-2.13%+4.37% - - 399.66Cr
-4.98%+2.65%+193.35% - 299.46Cr
Average -0.43%+1.84%+50.71%+103.37% 6.08TCr
Weighted average by Cap. +0.94%+2.03%+34.19%+50.02%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
22
Last Close Price
197.20EUR
Average target price
225.11EUR
Spread / Average Target
+14.15%

Quarterly revenue - Rate of surprise