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

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.