Airbus: I Couldn't Be More Bullish On Aerospace If I Tried

(14min)

Summary

  • Commercial aviation has experienced relentless secular growth, with Airbus and Boeing leading the industry and suppliers benefiting from significant pricing power.
  • Airbus stands out as a European crown jewel, consistently outperforming Boeing, especially amid Boeing's recent quality and program issues.
  • The company operates globally with three main segments: Commercial Aircraft, Helicopters, and Defense & Space, supported by a vast supplier network.
  • I remain bullish on the long-term growth of aerospace, focusing on Airbus's critical suppliers to benefit from industry expansion without directly owning Airbus shares.
  • Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More »

Prototyp des Airbus a380

Julius Jansson/iStock Editorial via Getty Images

Introduction

While I cannot say I enjoy being cramped in uncomfortable economy class seats on long-haul flights, I am fascinated with global aerospace, an area I minored in through Aerospace Management & Operations courses.

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This article was written by

43.04K Followers

Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.

As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of RTX, GE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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