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In 2025, Airbus delivered 793 commercial aircraft, surpassing its revised target despite earlier production issues, and secured a 60-plane A320neo order from Air China for deliveries between 2028 and 2032.
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These achievements highlight Airbus's ability to work through supply chain constraints while adding to its future backlog in a key growth market.
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We'll now examine how Airbus beating its revised delivery target reshapes the company's investment narrative and future prospects.
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Airbus Investment Narrative Recap
To own Airbus, you need to believe in its ability to convert a large backlog into profitable deliveries while keeping complex supply chains under control. The 793 deliveries in 2025 support confidence in the short term delivery ramp, but supply chain reliability and inventory discipline remain the key near term catalyst and the biggest operational risk. On balance, this delivery beat does not fundamentally change that risk profile.
The confirmed 60 plane A320neo order from Air China adds visibility to Airbus's single aisle backlog in an important market and underpins the case for sustained production at higher rates. It also highlights how resolving current bottlenecks can translate directly into multi year revenue timing, given the long delivery window out to 2032, which matters for investors focused on execution against the planned narrow body ramp up.
Yet behind the strong delivery headlines, investors should be aware of ongoing supply chain fragilities that could still...
Read the full narrative on Airbus (it's free!)
Airbus' narrative projects €98.7 billion revenue and €7.9 billion earnings by 2028. This requires 12.1% yearly revenue growth and a €3.0 billion earnings increase from €4.9 billion today.
Uncover how Airbus' forecasts yield a €224.75 fair value , a 8% upside to its current price.
Exploring Other Perspectives
Twenty fair value estimates from the Simply Wall St Community span roughly €145 to €282 per share, reflecting very different views on Airbus's upside. As you weigh those opinions, remember that any misalignment between Airbus's ambitious production ramp and engine suppliers' capacity could be critical for future results and is worth examining in more detail.
Explore 20 other fair value estimates on Airbus - why the stock might be worth as much as 35% more than the current price!
Build Your Own Airbus Narrative
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
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A great starting point for your Airbus research is our analysis highlighting 3 key rewards that could impact your investment decision.
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Our free Airbus research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Airbus' overall financial health at a glance.
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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.
Companies discussed in this article include AIR.PA .
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