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On Monday, Deutsche Bank (ETR:DBKGn) analyst Christophe Menard confirmed a Buy rating and a EUR183.00 price target on Airbus SE (AIR:FP) (OTC:EADSY). Following a management roadshow in Frankfurt with Airbus CFO Thomas Toepfer and Head of Investor Relations Helene le Gorgeu, Menard shared key insights from the discussions.
The analyst noted that while the reinstatement of 20% tariffs after a holiday period represents a challenge, it is considered manageable within the company’s 2025 guidance framework. The tariffs primarily affect European-made components that are shipped to Airbus’s facility in Mobile, Alabama.
Despite the potential headwind, Airbus does not intend to alter its current strategic direction. Menard emphasized that no US airline has thus far refused delivery of aircraft due to the imposition of tariffs. He also pointed out that should any US airlines decide to reject planes, there are non-US carriers prepared to take over those orders.
The situation with tariffs is described as dynamic, with the possibility of greater negative implications for US aerospace entities due to the country’s trade surplus in the sector. Menard’s commentary underscored the fluid nature of the tariff issue but maintained a positive outlook on Airbus’s ability to navigate the challenges.
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