Airbus: Strong Prospects, But Rising Execution Risks

Impact · against what's priced in

The news is largely noise for Boeing and Airbus as it reinforces existing narratives of execution risk. Airbus faces a steep delivery climb to meet annual targets, while Boeing's continued struggle to ramp production confirms the market's current skepticism regarding its margin recovery.

BA−0.10

Already priced in

The price assumes

The initial production ramp and 8% revenue growth in commercial airplanes

The article notes Boeing is continuing to struggle with the 737 MAX production ramp, reinforcing the market's current cautious valuation of its commercial recovery.

What BA's price assumes · Sep 3

• BA▲1738%
• supply chain▲21%
• AIR.PA
• aerospace
• aircraft
• defense
• delivery targets
• industrial