Analyst Estimates: Here's What Brokers Think Of Airbus SE (EPA:AIR) After Its Third-Quarter Report

The quarterly results for Airbus SE (EPA:AIR) were released last week, making it a good time to revisit its performance. Results look mixed - while revenue fell marginally short of analyst estimates at €17b, statutory earnings were in line with expectations, at €1.70 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Following the latest results, Airbus' 22 analysts are now forecasting revenues of €90.4b in 2027. This would be a meaningful 18% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to grow 12% to €8.76. Yet prior to the latest earnings, the analysts had been anticipated revenues of €90.4b and earnings per share (EPS) of €8.82 in 2027. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

See our latest analysis for Airbus

It will come as no surprise then, to learn that the consensus price target is largely unchanged at €232. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Airbus, with the most bullish analyst valuing it at €263 and the most bearish at €186 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. It's clear from the latest estimates that Airbus' rate of growth is expected to accelerate meaningfully, with the forecast 14% annualised revenue growth to the end of 2027 noticeably faster than its historical growth of 7.8% p.a. over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 10% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Airbus to grow faster than the wider industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Airbus going out to 2028, and you can see them free on our platform here..

You can also see our analysis of Airbus' Board and CEO remuneration and experience, and whether company insiders have been buying stock.

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