In recent weeks, Airbus has reached several key milestones, including the delivery of its 500th A220, the rollout of Qantas’s first A350-1000ULR for Project Sunrise, and IndiGo becoming the first airline to directly receive 500 Airbus jets as it prepares to introduce A350-900s into its fleet. Taken together with growing use of A350 aircraft for ultra-long-haul routes and ongoing widebody fleet renewals at major carriers, these developments underline Airbus’s central role in reshaping how airlines plan long-distance and high-volume operations. Next, we’ll examine how Airbus’s expanding ultra-long-haul A350 footprint could influence its broader investment narrative and future earnings profile.

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Airbus Investment Narrative Recap

To own Airbus, you generally need to believe that sustained demand for fuel efficient jets, a sizable backlog, and improving profitability can ultimately outweigh current production bottlenecks and working capital strain. The recent A220 and A350 milestones support the demand side of that view, but do not materially change the near term catalyst, which remains Airbus’s ability to execute its production ramp, or the biggest risk, which is persistent supply chain and engine related delivery constraints.

The rollout of Qantas’s first A350 1000ULR for Project Sunrise is especially relevant here, because it reinforces the A350’s role in long range, high yield flying at the same time that airlines such as Air France are retiring older widebodies in favor of newer A350s. For investors focused on Airbus’s earnings profile, these ultra long haul deployments sit alongside the narrowbody ramp as potential contributors to future profitability, provided that supply chain issues do not limit deliveries.

Yet behind these headline wins, investors should also be aware of ongoing supply chain fragility and its implications for Airbus’s ability to...

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Airbus' narrative projects €100.7 billion revenue and €8.4 billion earnings by 2029.

Uncover how Airbus' forecasts yield a €215.52 fair value, a 25% upside to its current price.

Exploring Other PerspectivesENXTPA:AIR 1-Year Stock Price Chart

Compared with the consensus, the most pessimistic analysts see more risk that supply chain fragility persists, even as Airbus secures projects like Qantas Sunrise. They were already assuming revenue of about €93.8 billion and earnings of about €6.8 billion by 2028, so you should expect some of those views to evolve as new contract wins and execution risks continue to emerge.

Story Continues

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Form Your Own Verdict

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

A great starting point for your Airbus research is our analysis highlighting 5 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.PA.

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