Airbus SE (AIR.PA) Competitors & Peers
The 5 largest companies in the same industry as Airbus SE, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| GE | Customer | $313.47 | P/E 36.9RSI 33Cap 325.2 B |
| RTX | Supplier | $193.54 | P/E 33.9RSI 29Cap 259.9 B |
| BA | Competitor | $197.00 | P/E 72.4RSI 31Cap 155.7 B |
| LMT | Peer | $538.09 | P/E 19.8RSI 45Cap 124.2 B |
| HWM | Supplier | $225.76 | P/E 49.0RSI 30Cap 90.0 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- HXLCustomer
Airbus is Hexcel's largest customer, accounting for approximately 39% of Hexcel's total net sales in 2025 (comprising 35% commercial and 4% defense/space applications).
Confirmed — SEC filing / public disclosuresec.gov ↗ - GECustomer
Airbus is a major commercial customer of GE Aerospace, which provides CFM LEAP-1A engines for the Airbus A320neo family, GP7200 engines for the Airbus A380 (via Engine Alliance), and engines for defense platforms.
Confirmed — SEC filing / public disclosuresec.gov ↗ - RTXSupplier
RTX's Pratt & Whitney segment supplies PW1100G Geared Turbofan (GTF) engines for Airbus A320neo, and PW1500G for the A220.
Confirmed — SEC filing / public disclosureairbus.com ↗ - HONCustomer
Airbus is a major commercial aircraft customer of Honeywell, integrating Honeywell avionics, landing systems, and auxiliary power units across its aircraft lines.
Confirmed — SEC filing / public disclosureinvestor.honeywell.com ↗ - HWMSupplier
Howmet Aerospace supplies advanced aerospace fasteners, titanium forgings, and airframe structural castings to Airbus for its commercial airliner families (e.g. A320neo, A350 XWB).
Confirmed — SEC filing / public disclosuresec.gov ↗ - SAFRYSupplier
Safran supplies nacelles, landing gear systems, electrical wiring, and aircraft interiors. Safran is also a 50% partner in the CFM International JV that supplies LEAP engines.
Confirmed — SEC filing / public disclosureairbus.com ↗ - HONSupplier
Honeywell supplies avionics, auxiliary power units (APUs), environmental control systems, and cockpit electronics to Airbus across both commercial and defense programs.
Confirmed — SEC filing / public disclosureairbus.com ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- SAF.PASupplier
Safran supplies LEAP-1A engines (via CFM), landing gear, and nacelles for Airbus A320neo family.
Model-inferred, unverified — treat as a lead, not evidence - BACompetitor
Airbus and Boeing represent a global duopoly in commercial aviation, competing directly in narrowbody (A320neo vs 737 MAX) and widebody (A330/A350 vs 787/777) categories.
Model-inferred, unverified — treat as a lead, not evidence - GESupplier
GE Aerospace, through its CFM International JV with Safran, supplies LEAP-1A engines that power the Airbus A320neo family.
Model-inferred, unverified — treat as a lead, not evidence - RR.LSupplier
Rolls-Royce is the exclusive supplier of Trent XWB engines for the widebody A350 XWB family, and Trent 7000 engines for the A330neo.
Model-inferred, unverified — treat as a lead, not evidence - DALCustomer
Delta is a major US airline customer that operates a large fleet of Airbus A220, A321neo, A330neo, and A350 widebody aircraft, and has large order backlogs with Airbus.
Model-inferred, unverified — treat as a lead, not evidence - AALCustomer
American Airlines is a major customer for Airbus narrowbody planes, operating one of the largest A320-family fleets in the world and serving as a launch customer for the long-range A321XLR.
Model-inferred, unverified — treat as a lead, not evidence - BA.LPartner
Airbus and BAE Systems partner via Eurofighter Jagdflugzeug GmbH and MBDA.
Model-inferred, unverified — treat as a lead, not evidence - SPRSupplier
Spirit AeroSystems supplies wing components, fuselage sections, and pylons for Airbus A350, A220, and A320 programs.
Model-inferred, unverified — treat as a lead, not evidence - RTXSupplier
Pratt & Whitney GTF for A320neo family.
Model-inferred, unverified — treat as a lead, not evidence - COMACCompetitor
COMAC is an emerging competitor, particularly in the single-aisle market with its C919 jet, which aims to challenge the Airbus A320neo and Boeing 737 MAX in the Chinese domestic market.
Model-inferred, unverified — treat as a lead, not evidence