Current Market Situation: Airbus in Focus
Airbus is currently at the top of the Dax index. After a temporary decline, the stock increased by about 3.5% on June 18, 2025, and is now back above the critical resistance zone of around 162–163 euros. The previous all-time high was reached in early March at 177.36 euros. Analysts see further potential for growth, with the current price target at 185 euros.
The positive sentiment is supported by several factors:
- New Dividend Expectations: Airbus announces a new dividend policy: The payout ratio is to be between 30% and 50%. This signals the company’s stronger commitment to higher shareholder returns.
- Stable Business Outlook: The adjusted operating profit (EBIT) is projected to be around seven billion euros as planned. The free cash flow before customer financing is estimated at about 4.5 billion euros.
- New Orders: MNG Airlines from Turkey has signed a letter of intent to acquire two new A350F freighter aircraft – a positive signal for the demand for Airbus products.
MTU Reports Record Figures
While the reporting mainly focuses on Airbus, there are also indications that other aviation stocks, such as MTU Aero Engines, are in high demand. Although detailed figures for MTU are not mentioned in the sources provided, it is known that MTU, as a leading engine manufacturer, also reports record revenues or profits – which can be seen as further evidence of a recovery in the industry.
Relevance for Private Investors
These developments are relevant for private investors for several reasons:
- Signs of Recovery in the Aviation Industry: The increased demand for aircraft and engines indicates that the industry is recovering after the crisis years.
- Attractive Return Prospects: A higher dividend policy and stable profits make stocks like Airbus attractive.
- Long-term Growth Potential: With a diversified product range, Airbus is well positioned to capitalize on future business opportunities.
- Risk Assessment Necessary: Despite positive signals, volatility remains high; short-term setbacks are possible.
Conclusion
The increased demand for aviation stocks reflects confidence in a recovery of the sector. Notably, Airbus’s leadership in the Dax and record figures from suppliers like MTU Aero Engines stand out. This presents interesting opportunities for private investors – although the risk of short-term fluctuations should always be considered.