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What smart money is saying about AirbusNetherlands flag

AIR.PA · Industrials · Aerospace & Defense · Market cap $186.93B

1 fund in our archive has pitched Airbus — most recently Bell Global Equities Fund in June 2025.

Company profile

Airbus SE operates as a leading global aerospace entity, focused on the conceptualization, manufacturing, and worldwide provision of a diverse range of aerospace products, accompanying services, and integrated solutions. The company's extensive activities are organized across three primary business segments: Airbus (Commercial Aircraft): This division handles the entire lifecycle of commercial jet aircraft, typically those with capacities of 100 seats or more, in addition to regional turboprop planes and aircraft components. It also specializes in aircraft conversion projects and offers associated support services. Airbus Helicopters: This segment is dedicated to the design, production, marketing, and sale of both civil and military rotorcraft, complemented by a full suite of helicopter-related services. Airbus Defence and Space: This comprehensive segment delivers and supports a variety of military aircraft, including combat jets, mission-specific planes, transport aircraft, and aerial refueling tankers, along with their respective services. It is also a developer of unmanned aerial systems (UAS). Furthermore, this division provides civil and defense space systems for applications in telecommunications, earth observation, navigation, scientific research, and orbital platforms. Its portfolio also includes missile systems, space launcher systems, and expert services covering data processing from platforms, secure communication solutions, and cybersecurity. Initially established in 1998, the company was formerly recognized as Airbus Group SE, before officially changing its name to Airbus SE in April 2017. Its corporate base is situated in Leiden, the Netherlands.

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Letters

Fund activity · 4 positions

  • HoldsHardman Johnston International Equity Strategy
    June 2026

    Listed in Hardman Johnston International Equity Strategy’s reported holdings.

    Read the letterAirbus
  • HoldsHardman Johnston International Equity Developed Markets
    June 2026

    Listed in Hardman Johnston International Equity Developed Markets’s reported holdings.

    Read the letterAirbus
  • HoldsHardman Johnston Global Equity
    March 2026
    Airbus shares were weak during the quarter as supply chain issues (particularly GTF engines) remain a bottleneck.
    Read the letterAirbus
  • HoldsHardman Johnston International Equity Developed Markets
    March 2026

    Listed in Hardman Johnston International Equity Developed Markets’s reported holdings.

    Read the letterAirbus

Also mentioned · 2

These funds discuss Airbus — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedMar Vista U.S. Quality Strategy
    June 2026
    Production constraints at Boeing, Airbus, and across the supply chain continue to keep aircraft supply well below demand, extending the lives of older fleets while driving historically high utilization of newer aircraft.
    Read the letterAirbus
  • MentionedMar Vista U.S. Quality Premier Portfolio
    June 2026
    Production constraints at Boeing, Airbus, and across the supply chain continue to keep aircraft supply well below demand, extending the lives of older fleets while driving historically high utilization of newer aircraft.
    Read the letterAirbus

Fund coverage · 1 thesis

  • Bell Global Equities Fund
    June 2025

    Airbus is exceptionally well-positioned for consistent earnings growth, boasting a 50% market share, a €559 billion backlog, and a strong outlook for improved production post-pandemic.

    Read the full thesis

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