EADSF · Airbus SE
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Price & Indicators
Metrics snapshot
Useful current figures from the complete screener profile.
Equibles Research
our published analysis of this company-
Research ThesisSpaceX's $1.8T cap is a two-customer AI bet, with $14.1B in CSAs carrying the entire $100B ARR claim
A Q2-print read on SpaceX as a public company: how $15.8B of the $18.4B Q2 capex flowed into the AI segment, why Customer B at 19.5% and Customer A at 18.3% of revenue sit between the $47.5B backlog and the $100B December ARR target, and how the Cursor close reframes the same concentration risk.
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Research ThesisRocket Lab's $2.2B backlog makes the bull case bigger than Neutron
Rocket Lab's record Q1 and $2.2B backlog show the bull case no longer rests on Neutron alone. The proposed Iridium merger could add a recurring-services engine, while financing, dilution and execution remain the price of that upside.
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Research ThesisRocket Lab: Backlog is converting, but the $39B market cap is paying for a Neutron debut the company has yet to validate
Rocket Lab enters Q2 2026 with record backlog of $2,219.8M and guided revenue of $225.0M–$240.0M, yet the stock trades at -55.2% from its $150.23 high on a $39.0B market cap against $679.6M of trailing revenue — a gap the equity-funded growth model and the un-flown Neutron debut have to close.
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Versus peers
Aerospace & Defense — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EADSF
this stock
Airbus SE
|
$178.35B | -3.2% | — | — | 0.1% |
|
SPCX
Space Exploration Technologies Corp
|
$1.89T | — | — | — | 1.0% |
|
GE
General Electric Co
|
$342.88B | +7.7% | +18.5% | 38.3 | 1.2% |
|
RTX
RTX Corp
|
$267.97B | +8.3% | +17.1% | 32.2 | 1.0% |
|
LMT
Lockheed Martin Corp
|
$137.69B | +23.2% | +5.6% | 21.2 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EADSF | +0.0% | +2.0% | +12.9% | +6.0% | -3.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -2.6% | +3.2% | +12.4% | +6.2% | -13.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.