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Stock Comparison · Industry comparison · Aerospace & Defense

Airbus vs Hensoldt: Which Stock Looks Stronger in 2026?

Airbus SE holds the cleaner structural position, with the lead spread across profitability and growth. Hensoldt still leads on growth and stability, which keeps the comparison from looking entirely one-sided. On the market side, Airbus SE is in better shape — its trend is intact while Hensoldt's trend has broken down. That puts structure and market broadly in agreement — Airbus SE's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the HDAX universe, making them directly comparable.

Updated 2026-07-05

Profitability drives the lead, while growth keeps the result from looking one-sided. The overall score gap is 12 points in favour of Airbus SE.

INDUSTRY COMPARISON

Both operate in: Aerospace & Defense

This comparison is based on industry proximity, not on functional trajectory similarity. AIR.DE and HAG.DE share the same industry classification.

For a similarity-based comparison, see how Airbus SE and Hensoldt each position within their functional peer groups in AssetNext.

Peer-Relative Score
AIR.DE
Airbus SE
40
Peer-Score
Signal qualityMedium
Peer basis: HDAX
vs
HAG.DE
Hensoldt AG
28
Peer-Score
Signal qualityMedium
Peer basis: HDAX

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: AIR.DE vs HAG.DE Profitability 68 6 Stability 25 51 Valuation 39 14 Growth 12 61 AIR.DE HAG.DE
Gap Ranking
#1 Profitability +62
#2 Growth +49
#3 Stability +26
#4 Valuation +25
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AIR.DE and HAG.DE Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AIR.DEHAG.DE Relative valuation Structural strength

Airbus SE and Hensoldt AG look relatively close on structure, but the price setup still leans toward Airbus SE.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where AIR.DE and HAG.DE each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY AIR.DE Elevated · near norm 0th 50th 100th 15 pct gap HAG.DE Elevated · above norm 0th 50th 100th 99th 84th
Today HAG.DE sits in the upper portion of its own 5-year history (84th percentile), while AIR.DE sits higher in its own history (99th). Within each stock's own 5-year context, HAG.DE is at a historically more favourable entry position than AIR.DE. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
On profitability, Airbus SE ranks near the top of the group; Hensoldt AG sits in the weaker half.
Growth
Hensoldt AG sits in the stronger part of the group on growth, while Airbus SE is closer to mid-pack.
Profitability — Dominant Gap
AIR.DE
68
HAG.DE
6
Gap+62in favour of AIR.DE

Capital efficiency adds support, with a 13.5-point ROIC advantage.

What keeps the gap from being one-sided

Hensoldt still pushes back on growth, with a 32-point revenue-growth advantage that keeps the read from becoming one-way.

What this means for the comparison

The profitability edge is decisive, even though current pricing and growth still lean somewhat toward Hensoldt AG.

Explore full peer positioning in AssetNext

Break down the AIR.DE vs HAG.DE comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how AIR.DE and HAG.DE each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.