Airbus SE

AIR: XPAR (FRA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Boeing and Airbus: Backlogs Bring Tactical Tariff Options, but Beware Cost Inflation All Over Again

Nicolas Owens

Apr 7, 2025

We modeled a scenario in which the sweeping tariffs on US imports announced on April 2 by President Trump, including 20% on those from the European Union, persist until January 2029. We assume reciprocal tariffs on US exports to the EU for this exercise.

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Airbus SE

Boeing and Airbus: Backlogs Bring Tactical Tariff Options, but Beware Cost Inflation All Over Again

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