How Investors May Respond To Airbus (ENXTPA:AIR) Surpassing Boeing in Deliveries and Winning Key Airline Orders

In recent days, Airbus overtook Boeing’s 737 as the world’s most-delivered passenger plane, with the milestone A320 delivery to Saudi carrier Flynas marking a shift in industry leadership. At the same time, Turkish Airlines signaled it may transfer a 150-jet order from Boeing to Airbus if Boeing's engine supplier negotiations fall through, highlighting Airbus’s strengthened competitive advantage in global order contests. We’ll now examine how this newfound delivery leadership and the potential for major new airline orders may shape Airbus's investment outlook.

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Airbus Investment Narrative Recap

The core case for Airbus as an investment centers on long-term growth in global air travel and the company's ability to convert its record order backlog into profitable deliveries. The recent milestone, overtaking the Boeing 737 as the world’s most-delivered passenger plane, combined with Turkish Airlines’ potential shift of a 150-jet order, supports Airbus’s status as a preferred supplier. However, the most immediate catalyst remains sustained production ramp-up, while continued supply chain vulnerabilities, particularly with engine suppliers, represent the principal near-term risk. The fresh delivery leadership does not materially reduce these operational challenges, which could still hinder Airbus’s ability to meet its ambitious output goals. One relevant recent announcement is Avolon’s July order for 75 A321neo and 15 A330neo aircraft, contributing to Airbus’s growing backlog and order momentum. This underscores how strong order inflow, especially for next-generation models, can bolster future revenues but also raises the stakes on successfully managing complex supplier relationships and production targets in the short term. In contrast, investors should be aware that an ongoing misalignment between Airbus’s production ramp-up plans and the reliability of its engine suppliers could…

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 currently.

Uncover how Airbus' forecasts yield a €203.25 fair value, in line with its current price.

Exploring Other PerspectivesENXTPA:AIR Community Fair Values as at Oct 2025

Twenty-four individual fair value estimates from the Simply Wall St Community span a wide range from €183 to €450.82 per share. While opinions differ greatly on what Airbus is worth, the spotlight on engine supplier reliability after the latest news may lead you to question how broadly consensus expectations can shift, explore the multiple viewpoints for a fuller picture.

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Explore 24 other fair value estimates on Airbus - why the stock might be worth 11% less 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.

A great starting point for your Airbus research is our analysis highlighting 4 key rewards that could impact your investment decision. 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.enxtpa.

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