Calls
2
Guillaume Faury
CEO, Airbus
Win Rate
50.0%
return
+0.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 20
$54.49
+4.1%
Airbus is seeing very strong demand for aircraft, with a backlog of more than 9,200 planes and continuing fresh orders. High oil prices increase demand for fuel-efficient aircraft, and Airbus is progressing well on production rate increases.
Aerospace
Short
Feb 19
$54.95
-3.3%
Airbus cut delivery guidance to 870 aircraft (missing expectations by ~30 planes). The CEO explicitly blamed the lack of availability of GTF engines (Pratt & Whitney). This is a supply chain failure, not a demand issue. However, inability to deliver planes means delayed revenue and inventory buildup (cash flow headwinds). The stock is down on "disappointing guidance." SHORT/AVOID. Until the engine supply chain (RTX) stabilizes, Airbus cannot monetize its order book efficiently. Supply chain issues resolve faster than expected, or Boeing stumbles further, pushing more market share to Airbus regardless of delays.
Airbus cut delivery guidance to 870 aircraft (missing expectations by ~30 planes). The CEO explicitly blamed the lack of availability of GTF engines (Pratt & Whitney). This is a supply chain failure, not a demand issue. However, inability to deliver planes means delayed revenue and inventory buildup (cash flow headwinds). The stock is down on "disappointing guidance." SHORT/AVOID. Until the engine supply chain (RTX) stabilizes, Airbus cannot monetize its order book efficiently. Supply chain issues resolve faster than expected, or Boeing stumbles further, pushing more market share to Airbus regardless of delays.
Aerospace
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Guillaume Faury has 2 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: EADSY.
