Airbus continues to widen its competitive moat: Eutelsat has ordered 229 additional OneWeb satellites. On top of that, there are new orders for the A320neo and A330neo. Airbus doesn’t just sell aircraft—it offers complete aerospace solutions backed by decades of order backlogs.
Execution remains crucial. Production, supply chains, and cash flow must keep pace with new orders.
My assessment: The stock price isn’t cheap. But the company’s quality, order backlog, and strategic importance justify keeping Airbus on the watch list for the long term.
I myself have been a shareholder since April 30, 2020, with $AIR (+1,93%) and am well in the black.
A pilot I’ve been following on social media since a flight to New York (pilotalexander) also said that there’s only one real airplane, and that’s an Airbus. I don’t know anyone who feels safer in a Boeing 😉
