AIR.PA · PAR
CAC 40
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Airbus SE
Industrials · Aerospace & Defense
€209.15
+€0.90 (+0.43%) today
Closing price on Nov 11, 2026 · Source: Yahoo Finance
Consensus of 24 analysts
Buy
Median price target €233.50 +11.6%
- Open
- €210.75
- Day range
- 208.35 – €211.50
- 52-week range
- 157.42 – €221.30
- Volume
- 187,865
- Market cap
- €165,049M
- P/E (TTM)
- 26.8x
- EPS (TTM)
- €7.80
- EPS est. 2026
- €7.32
- P/E est. 2026
- 28.6x
- Dividend yield
- 1.5%
- Beta
- 0.86
- Payout
- 41%
Analyst summary
Generated with AI · Nov 11, 2026, 14:00Airbus combines global aircraft manufacturing with helicopter, defence and space operations. Q3 2026 showed a mixed operating picture: revenue declined, but net income and the net margin improved. Its €165,049M market capitalisation and 26.8x trailing P/E reflect a sizeable valuation, while analysts expect EPS growth in 2027. The dividend has risen since 2022, although cash flow can fluctuate. Delivery execution, earnings conversion and valuation will remain important to the investment case.
- 1Q3 2026 revenue fell −2.0% year on year to €17,469M, while net income rose +20.4% to €1,344M.
- 2The 2027 consensus EPS estimate is €8.669, up +18.4%, with a forward P/E of 24.1x.
- 3The dividend yield is 1.5%, and the analyst median target implies +11.6% upside.
Airbus financials
Q3 2026 results, quarter ended Sep 30, 2026
| Metric | Q3 2026 | 1-year change |
|---|---|---|
| Total revenue | €17,469M | −2.0% |
| Net income | €1,344M | +20.4% |
| Earnings per share | €1.70 | +20.2% |
| Net margin | 7.7% | +1.4 pp |
| Free cash flow | −€228M | −132.4% |
| Debt / equity | 0.38 | −17.0% |
Revenue and net income (€M)
Total revenueNet income
| Quarter | Total revenue | Net income |
|---|---|---|
| Q3 2025 | €17,826M | €1,116M |
| Q4 2025 | €25,984M | €2,580M |
| Q1 2026 | €12,651M | €586M |
| Q2 2026 | €20,525M | €1,657M |
| Q3 2026 | €17,469M | €1,344M |
Airbus earnings per share (EPS)
Consensus estimates
| Period | EPS est. | 1-year change |
|---|---|---|
| Current quarterQ4 2026 · Analysts: 3 | €3.0082.81 – 3.12 | +3.0%€2.920 |
| Next quarterQ1 2027 · Analysts: 1 | €1.4101.41 – 1.41 | +327.3%€0.330 |
| Current year2026 · Analysts: 18 | €7.3206.97 – 7.70 | +6.3%€6.890 |
| Next year2027 · Analysts: 20 | €8.6697.91 – 9.68 | +18.4%€7.320 |
Forward P/E: 28.6x (2026) and 24.1x (2027) at the current price.
Actual and estimated EPS (€)
Actual EPSEstimated EPS
| Quarter | Actual EPS | Estimated EPS |
|---|---|---|
| Q3 2025 | €1.414 | — |
| Q4 2025 | €2.920 | €2.607 |
| Q1 2026 | €0.330 | €0.416 |
| Q2 2026 | €2.280 | €1.970 |
| Q3 2026 | €1.665 | €1.679 |
| Q4 2026 | — | €3.008 |
| Q1 2027 | — | €1.410 |
| Year | Actual EPS | Estimated EPS |
|---|---|---|
| 2022 | €5.390 | — |
| 2023 | €4.800 | — |
| 2024 | €5.350 | — |
| 2025 | €6.600 | — |
| 2026 | — | €7.320 |
| 2027 | — | €8.669 |
EPS trend
| Quarter | EPS | YoY change |
|---|---|---|
| Q1 2027Estimated | €1.410 | +327.3% |
| Q4 2026Estimated | €3.008 | +3.0% |
| Q3 2026 | €1.665est. €1.679 · surprise −0.8% | +17.7% |
| Q2 2026 | €2.280est. €1.970 · surprise +15.7% | n/a |
| Q1 2026 | €0.330est. €0.416 · surprise −20.6% | n/a |
| Q4 2025 | €2.920est. €2.607 · surprise +12.0% | n/a |
| Q3 2025 | €1.414 | n/a |
| Year | EPS | Annual change |
|---|---|---|
| 2027Estimated | €8.669 | +18.4% |
| 2026Estimated | €7.320 | +10.9% |
| 2025 | €6.600 | +23.4% |
| 2024 | €5.350 | +11.5% |
| 2023 | €4.800 | −10.9% |
| 2022 | €5.390 | n/a |
Normalised EPS according to the analyst consensus collected by Yahoo Finance; it may differ from the reported EPS in the results table.
Airbus dividend
Yield and payments
| Dividend yield (TTM) | 1.5% |
| Forward yield (next 12m) | 1.5% |
| Dividend per share (TTM) | €3.20 |
| Forward dividend (next 12m) | €3.20 |
| Payout (TTM) | 41% |
| Last dividend | €3.20Apr 21, 2026 |
| Next ex-dividend date | n/a |
Dividend per share by year (€)
PaidEstimated
| Year | Dividend per share |
|---|---|
| 2019 | €1.65 |
| 2020 | €0.00 |
| 2021 | €0.00 |
| 2022 | €1.50 |
| 2023 | €1.80 |
| 2024 | €2.80 |
| 2025 | €3.00 |
| est. 12m | €3.20 |
Airbus forecasts
24 analyst ratings
Consensus: Buy · 18 buy, 6 hold, 0 sell
1-year price forecast
Share price
Price target (high, median, low)
| Target | Price | Upside |
|---|---|---|
| High | €263.00 | +25.7% |
| Median | €233.50 | +11.6% |
| Low | €186.00 | −11.1% |
| Date | Close |
|---|---|
| Nov 28, 2025 | €204.45 |
| Dec 31, 2025 | €198.40 |
| Jan 30, 2026 | €193.40 |
| Feb 27, 2026 | €184.24 |
| Mar 31, 2026 | €160.82 |
| Apr 30, 2026 | €174.88 |
| May 29, 2026 | €179.70 |
| Jun 30, 2026 | €194.54 |
| Jul 31, 2026 | €202.20 |
| Aug 31, 2026 | €197.24 |
| Sep 30, 2026 | €190.62 |
| Oct 30, 2026 | €192.40 |
| Nov 11, 2026 | €209.15 |
Airbus peers
| Ticker | Company | Market cap (€M) | P/E | Price (€) | 1-day change | 52-week range |
|---|---|---|---|---|---|---|
| AIR.PA | Airbus | 165,049 | 26.8x | 209.15 | +0.43% | 157.42221.30 |
| SAF.PA | Safran | 128,682 | 33.4x | 310.90 | −0.58% | 262.60366.50 |
| HO.PA | Thales | 47,364 | 31.7x | 230.40 | −0.99% | 211.90274.20 |
| RHM.DE | Rheinmetall | 38,408 | 28.7x | 823.00 | −3.55% | 792.601,966.00 |
| LDO.MI | Leonardo | 29,215 | 23.8x | 50.65 | −1.73% | 44.2566.26 |
| MTX.DE | MTU Aero Engines | 19,167 | 20.3x | 355.80 | −1.41% | 265.20404.80 |
Risks, catalysts and conclusion
Generated with AI · Nov 11, 2026, 14:00Risks
- If aircraft deliveries or production execution weaken, revenue and earnings could fall short of current forecasts.
- Commercial aerospace cyclicality could reduce demand and leave Airbus with less favourable production economics.
- A 26.8x trailing P/E leaves the shares exposed if forecast EPS growth fails to materialise.
Catalysts
- Delivering forecast EPS growth of +18.4% in 2027 could reinforce confidence in the earnings trajectory.
- More effective conversion of earnings into free cash flow could strengthen the quality of reported growth.
- Continued growth in the dividend per share could support investor interest in shareholder returns.
Conclusion
Airbus pairs improving Q3 profitability with slightly lower revenue and negative free cash flow, leaving execution and cash conversion central to the outlook. Analyst sentiment and forecast EPS growth are supportive, while the 2027 forward P/E falls to 24.1x from 28.6x for 2026. However, the current valuation still depends on delivering expected growth, and the target range includes downside. Overall, the evidence points to a constructive but execution-sensitive assessment.
Analysis written automatically by AI from Yahoo Finance market data on Nov 11, 2026, 14:00.
This content is for information only and is not financial advice or a recommendation to buy or sell securities. Ratings and price targets come from third-party analysts. Investing in the stock market involves the risk of losing capital.
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