The Canadian bank RBC has maintained its rating for Airbus at ‘Outperform’ following the delivery numbers of commercial aircraft in June 2025, setting a price target of 190 Euros. This rating is highly relevant for investors as it provides current insights into the performance of one of the world’s leading companies in the aviation sector.
Background and Analysis
Current Valuation
- Rating: Outperform (Recommendation: Above-average performance expected)
- Price Target: 190 Euros
- Current Price: Around 179 Euros (as of July 2025)
Valuation Basis
RBC bases its assessment on the recent delivery numbers for commercial aircraft. In June, Airbus delivered fewer aircraft than in the previous year but remains positively rated according to analyst Ken Herbert. Particularly noteworthy is the confidence of investors in Airbus given the current challenges faced by US competitor Boeing.
Comparison with Competitors
- Boeing: Despite a significant increase in deliveries compared to the previous year, confidence in Boeing remains limited.
- Airbus: The numbers are generally positive, even though the forecast for the entire year 2025 is more cautious due to a weaker first half of the year.
Significance for Investors
RBC’s decision underscores:
- Strong Market Position: Airbus continues to benefit from investor confidence and robust demand for commercial aircraft.
- Price Target Potential: The price target is about six percent above the current stock price, indicating significant upside potential.
- Sectoral Relevance: The valuation reflects how analysts assess the development of the aviation sector—particularly in light of global supply chain issues and competitive dynamics.
Summary
With its ‘Outperform’ rating and price target of 190 Euros, RBC confirms a positive outlook for Airbus. Despite a decline in deliveries compared to the previous year, the company is viewed as attractive—especially due to its stable positioning against Boeing. For investors, this means a clear recommendation to monitor or potentially enter the stock depending on their risk profile.