Guillaume Faury

CEO, Airbus
@GuillaumeFaury · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
EADSY short +11.2%
Worst Calls
No live losers yet
Most Mentioned
EADSY ×1
Recent Calls
EADSY short 3 months ago
Win Rate 100% Long 0 Short 1
Win Rate
7d 0%
30d 100%
90d 100%
Average Return +11.2% Long Return - Short Return +11.2%
Average Return
7d -0.4%
30d +11.8%
90d +8.2%
Result
Result
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Thesis
Theme
Source
EADSY AIRBUS S... AIRBUS SE UNSP/ADR
Short
Feb 19
$54.95
+11.2%
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.
NatSec
YOUTUBE
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