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Airbus SE ADR

EADSY: PINX (USA)
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Morningstar Rating for Stocks Fair Value Economic Moat Capital Allocation
$66.40KbmyFyrlbckln

Airbus Is Set to Be the Dominant Planemaker of the 2020s

Business Strategy and Outlook

Airbus primarily generates revenue through manufacturing commercial aircraft. It benefits immensely from being in a duopoly with Boeing in the commercial aircraft manufacturing business for aircraft 130 seats and up; the companies act as a funnel through which all commercial aircraft demand must flow. This allows both companies to actively manage their order backlogs to reduce cyclicality, despite the intense cyclicality of the customer base.

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