Airbus Group SE (AIR)

104.74
+1.34(+1.30%)
  • Volume:
    970
  • Bid/Ask:
    104.58/104.74
  • Day's Range:
    103.98 - 106.10

AIR Comments

What is your sentiment on Airbus Group?
or
Market is currently closed. Voting is open during market hours.

All Comments

(1374)
  • Airbus expects the highest ever profits in 2022, after posting their highest ever profit in 2021, and doubling of production in 2025, while the stock trades 30 percent below all time high. Someone riddle me this
    0
    • citi raises price target to 171
      0
      • FAA approves Boeing 787 for deliveries ,
        2
        • They have to repair each one and FAA has to inspect each one lol good luck with that
          0
        • Also the the 787 competes with the A330, not exactly an important program. Id say the A330 neo is just there to keep the 787 pricing honest. At least the whole A330 neo program is profitable already, while the 787 program is deep in the red still almost two decades in
          0
      • UK's IAG orders 37 Airbus A320neo family aircraft
        0
        • UK's IAG orders 37 Airbus A320neo family aircraft
          0
          • 100 :(
            0
            • 😎
              0
          • Last 6 months, Boeing stock has outperformed Airbus stock, despite all issues (737max10, 787, 777x) and Boeing being not profitable the last half year, and net debt increasing by 5 billion again in a year for Boeing, and cash going down by 10 billion in a year. Think about this for a second
            0
            • Airbus said that guidance on EBIT for 2022 stays at 5.5 billion unchanged as well as FCF guidance, only that deliveries will be 700 instead of 720. They said that they managed to sell planes destined for Russia for a much higher price than expected, so that we should get the same results as forecasted despite lower deliveries because they receive a much higher price for planes.
              0
              • Airbus net debt is 7.5 billion, while Boeing is 52 billion. Market cap Airbus 80 billion, Boeing 92 billion.
                0
                • 297 commercial aircraft delivered in H1 2022 Revenues € 24.8 billion; EBIT Adjusted € 2.6 billion EBIT (reported) € 2.6 billion; EPS (reported) € 2.42 Free cash flow before M&A and customer financing € 2.0 billion A320 Family monthly production rate target of 75 for 2025 unchanged; adjustment to 2022 and 2023 ramp-up trajectory
                  0
                  • Just fyi, the last year half year results were an extreme surprise. This half of the year, it is mostly in line with last year half. Great that it wasn't just a 'freak' half of the year H1 2021, especially given that Airbus said that engine issues have already peaked.
                    0
                  • Boeing readjust this years deliveries of MAX from 500 to 400, while Airbus adjusts total deliveries from 720 to 700....
                    0
                • @eagle it was a good buy at 90 !
                  0
                  • Airbus should be at 150 in 2 or 3 years plus dividends that's my expectation.
                    0
                • Since you guys don't like to read and only listen to headlines: LOT ABOUT TO BUY 60 AIRBUS PLANES. VALUE: 2.1 BILLION.SUCH WOW
                  0
                  • Polish LOT, a historically Boeing and Embraer customer, is favoring an order of 60 Airbus A220. I predicted this order half a year ago, since Boeing tried to cheapskate LOT about compensation payments for the groundings, and Embraer has no capable planes. https://www.bloomberg.com/news/articles/2022-07-15/polish-carrier-lot-said-to-favor-airbus-a220s-in-order-contest#xj4y7vzkg
                    0
                    • Wow if even Lufthansa returns to profit, then aviation right now is at its best year ever
                      0
                      • Expect more aircraft deals next week ✈️🚀
                        0
                        • Currently, news sites report about 300 orders so far this year. However, the massive orders in the tune of around 500 total last month was not counted in the tally yet. Then, massive orders expected for Farnborough. This year, we could break 1.5k orders.
                          0
                      • Aviation is recovering ,the airlines , AIRBUS and Boeing are taking off today leading the trend
                        0
                        • Airbus delivered 60 in June and about 300 this year. However as every year, Airbus will have a fifth quarter as is tradition in December, so they will likely deliver about 750 this year.
                          0
                          • I think it will be difficult to reach 750 I think the target is 700 or 720 and is already a very ambitious target with all the disruptions in particular with the engines
                            1
                          • Eagle Gon I remember this discussion last year already with supposed supply issues. Yet, Airbus delivered more than they initially estimated. Supply issues are also resolving fast with most disruptions coming from Russia, not worldwide as a year ago.
                            0
                          • Metal prices are actually dropping fast now, which implies raw material supply exceeding demand. I think this has to do with short term production going down for more consumer products like cars which has a very short-term production horizon. Airplane manufacturers are very forward looking however and plan ahead decades so this is a golden opportunity for Airbus to stock up supply for the planned ramp up.
                            0
                        • The A321 neo is the most sold plane for Airbus with by far the highest margin. Now that Boeing threatens to cancel the max 10, or the max 10 at the best being released many many years delayed, this will provide Airbus with even more pricing power to demand an even higher premium than now. Airbus reportedly earns 20%+ margins on each A321 neo. It is as if Google threatens to cancel all Android phones, Samsung Xiaomi etc not selling phones anymore, giving Apple the freedom to raise prices even higher giving them even crazier margins than now. This is not even priced in.
                          0
                          • On another news, transatlantic passenger volumes is above 2019 levels, tendency going up fast. Many other flight destinations (Canada, USA-Pacific) have a 20 percentage point uptick the past week.Airlines expected this uptick in 2024-2025. It seems like we are already above the projected 2025 level, in 2022
                            0
                            • Apart from the talks for A220s for China, Airbus is in pole position to secure thirty A330 neos to Malaysia Airlines. It will likely be announce on Farnsborough. Previously, Malaysia Airlines cancelled an order for Boeing 787.
                              0
                              • So Airbus, with the China, India, Malaysia and Easyjet order may just receive about 20 percent of Boeings total backlog within 2-3 week.
                                0
                            • Boeing threatens to cancel the max 10 because they wanted an exemption to not implement a safety feature , EICAS, a warning system that is necessary for every new airplane since the 1980s. Only the 737 max has not implemented it yet, the only 'new' airplane flying. Now US congress may not grant another exemption and the MAX 10 program would be dead.What it tells me is that Boeing wont be able to certify the max 10 until the end of the year and congress seems to not want to grant another exemption... after 40 years of giving the max such an exemption. This would be political disaster to give an exemption for such an important safety feature that contributed to the 737 max crashes.On another news: After the 300 A320 neo order, China wants to buy A220s from Airbus too.
                              0
                              • @eagle when 🚀 ?
                                0
                                • I'm here for the long term. I see strong support at 88 in 2 or 3 years I see Airbus above 150
                                  0
                                • I am long as well
                                  0
                              • no more short but it drops
                                0
                                • 83 soon
                                  1
                                  • Boeing and Airbus are both -30 percent this year. However, Airbus beat expectations in Q1 by 100 percent, and received 400+ orders in june, with rumors of another 150-350 from Air India. Boeing lost 300 plane order from China, MAX is not going to be certified it seems, 777x cannot be certified this decade, 787 delays, and Q1 they exceeded the expected losses by -2200 percent (actual -2.75 vs expected -0.12). Boeing also did not receive any major orders this year. It is complete insanity that Airbus is even negative this year on par with Boeing.
                                    1
                                    • Dont come with inflation and Airlines not being able to finance new planes. Airbus is sold out until 2027 and airlines can easily borrow money from Airbus own bank (yes they have their own bank and can borrow at central bank interest rates).
                                      0