Airbus Due Diligence

Run due diligence on Airbus: check compliance and get alerts when suppliers change.

France · www.intelligence-airbusds.com · 18 vendors

Airbus Defence and Space - Intelligence provides advanced geospatial intelligence solutions and services, leveraging its satellite constellation to deliver actionable insights from satellite imagery and sensor data. It specializes in secure connectivity and geospatial products, aiming to enhance national security and support business-critical operations worldwide. The company's offerings include data acquisition, processing, analysis, and visualization for various applications, including defense, urban planning, and environmental monitoring.

Resilience scores

Technology vendors

Services catalogue

7 services in catalogue across 5 categories; runs on 18 sub-vendors.

Insights

Last updated 2026-09-26 · revision 7

18 direct vendors, 208 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

10 in-scope frameworks identified; showing 3.

SOC 2 (source) — No public evidence

Evidence: https://space-solutions.airbus.com/imagery/how-to-order-imagery-and-data/, https://www.aicpa-cima.com/resources/landing/soc-2-engagements

GDPR (source) — Evidence found

Evidence: https://www.airbus.com/en/sustainability/compliance, https://space-solutions.airbus.com/privacy-policy/, https://www.cnil.fr/en/gdpr-enforcement, https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32016R0679

ISO 27001 (source) — Evidence found

Evidence: https://www.airbus.com/en/sustainability/compliance, https://www.iso.org/isoiec-27001-information-security.html, https://www.airbus.com/en/suppliers/sourcing-and-procurement/supplier-requirements

Financials

Three-year financials

Financial Resilience Score: 8/10

Airbus SE demonstrates strong financial resilience underpinned by a record backlog exceeding €600 billion, providing more than 10 years of commercial aircraft production visibility. The company operates in a global duopoly with Boeing in large commercial aircraft and has benefited from Boeing's ongoing quality and production issues, shifting competitive momentum in its favor. Airbus maintains a robust net-cash balance sheet with net cash exceeding €11 billion at end-2024, which is highly unusual for the aerospace sector and provides significant strategic flexibility. The business is diversified across commercial aircraft, helicopters, and defence & space segments, providing cyclical balance. Rising European defence budgets post-Ukraine invasion are creating tailwinds for the Defence and Space division through programs like Eurofighter, A400M, and space initiatives. However, resilience is tempered by recurring supply-chain fragility affecting A320neo family deliveries, repeated multi-billion-euro charges in Space Systems on fixed-price satellite programmes (OneSat, Inmarsat 6, Airbus NEO), and legacy cost overruns on A400M and A350F programs. FX exposure to USD (aircraft priced in USD, costs in EUR/GBP) and required capex for hydrogen (ZEROe) and SAF transition add further risk considerations.

Key strengths: Record backlog >€600 billion providing 10+ years of visibility, Duopoly position with Boeing in large commercial aircraft, Strong liquidity with net cash >€11 billion at end-2024, Diversified across commercial aircraft, helicopters, defence and space, Rising European defence tailwinds post-Ukraine

Risk factors: Supply-chain fragility impacting A320neo family deliveries, Recurring Space Systems losses on fixed-price satellite programmes (~€1.5B cumulative charges), A400M and A350F fixed-price program cost overruns, USD FX exposure (revenue in USD, costs in EUR/GBP), ESG/climate transition capex required for hydrogen and SAF, Geopolitical, export-control and tariff risks

Revenue by geography

Revenue by product/service

Workforce by country

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